Zoho CRM Updates Record Sharing, Custom Views, Portals, And More
Here are the list of updates added to Zoho CRM this month and last: Records shared from private or public read only modules with all users Sending feed notification on private record sharing Locking a custom view Web tabs access for portal users Removal of system-defined fields Exchange Rate and Currency
9 Reasons Why You Need A Business Application Suite
The business world is continually changing, and companies need to keep up with technological advancements to remain competitive. The logistics behind any business, big and small, can be complicated. Hence, you need the right tool for each job to run operations effectively. Most companies are working on or have an already established digital strategy in […]
Understanding the Sales Cycle for Your CRM
Customer relationship management systems are digital platforms that help to organize and optimize sales activities in ways that lead to higher close rates, more revenue, and increased customer loyalty. Even the most detail-oriented professionals cannot hope to keep track of hundreds of accounts on their own. In the past, professionals would attempt to manage accounts […]
5 Tips To Building a Perfect Opportunity Pipeline
At Zenatta Consulting, we are well versed in the perils and pitfalls that await companies trying to grow to new heights. We provide sought-after expertise that helps our small business clients expand. The most critical aspect of such growth involves their sales pipeline. If your sales are slowing or you simply want them to grow […]
Zoho Adds Customization of the Product Details Section to Inventory Module
Improved overall functionality of this section to offer more benefits and give the power of customization. By the third week of January the product details section will be a subform ready to be customized!
Zoho One – 10 Reasons to Upgrade
While many Zoho users work with a few Zoho applications, more are seeing the benefits of embracing the full Zoho package with Zoho One. This suite of business software contains over 40 powerful applications that can help with every aspect of the business world. Learn how this software package gives businesses of every size a […]
Motivator for Zoho CRM Released
This is Zoho CRM Replacement for Zoho Motivator. At first glance it looks pretty good. Not as customizable as the old Motivator app, but still very useful.
CRM List View UI Roundup
We have been talking about the changes to CRM List Views for a few weeks now. Here is a post from the Zoho CRM team going over them in detail. These are some really nice changes.
Big CRM NEWS – Early Access to the new Canvas Design Studio
This is what we have been waiting almost two years for. And boy, is it great. You can now complete change the look of your record pages.
2 New Updates to Zoho CRM Mobile Applications
The messages section on the CRM iOS app now support IMAP accounts, and sales reps can now finally set their timezone from within the CRM Android app
