Zoho CRM Field Update For Workflows Receives An Enhancement
Field update has now been combined under edit with two new options: Any field gets modified Specific field(s) gets modified
Zoho CRM How To Set Up Motivator Tutorial – 2021
Back at the end of August in 2020, Zoho removed Zoho Motivator from the App store. And by the end of December ended the App altogether. For many of us, this didn’t affect our usage of the Zoho suite at all. However, there were still a handful of businesses out there with bullpen-like sales antics […]
An Unhealthy Matrimony, Spreadsheets…
It’s common to use Excel spreadsheets to manage information when you start a new business. Spreadsheets may work while the company is small and there isn’t as much customer or financial data to mind, but any growth will quickly lead to cumbersome circumstances. Pros and Cons of Spreadsheets Pro: They’re free. For most businesses, spreadsheet […]
5 Automations You Need in Your CRM
As your business grows, you will need a good customer relationship management (CRM) solution. This technology helps you manage all of your contacts, relationships, and interactions. A CRM brings together people from across the enterprise: sales, business, marketing, support, etc. Pretty soon, you may find you have more contact data than you know what to […]
Become a Smarter Sales Rep With Zoho CRM
This guide by Zoho covers how as a sales rep to utilize all of the different tools Zoho CRM has to offer. With such a vast toolkit even knowing what is there can often slide under the radar. Don’t worry though Zoho has you covered by covering all of the essentials you should know in […]
5 Reasons You Need to Switch to Zoho CRM
Small to midsize businesses, or SMBs, must work harder than ever these days to impress modern consumers. It’s also tougher to retain customers and earn their long-term loyalty. Don’t worry though, when you switch to Zoho CRM impressing and retaining clients will be a breeze. Making people feel valued and cared for is hard work. […]
Why You Need A Multichannel CRM
This guide by Zoho covers a handful of different scenarios of how having a multichannel line of communication can benefit your business. Also, how not having a multichannel CRM can hurt your business. Though every business model is different it doesn’t hurt to explore the different options out there, staying one step ahead of your […]
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 […]
