FAQs on Actionable NPS Survey
This guide by Zoho is their overview and best practices for NPS surveys. NPS (Net Promoter Score) is a metric that allows businesses to see the satisfaction of their customers. A Net promoter Score survey is a leading indicator for understanding where a brand stands when it comes to customer experience and customer loyalty. This […]
What’s an SMB?
Signals
Adding An Account Name From Another Module Will Now Pop Up a Wizard
This change will allow for a more detailed creation of an account from Contacts, Accounts, Deals, Quotes, Sales Order, Invoices, and Cases.
Zoho CRM Blueprint Updates
Some nice updates to Blueprints: Parallel Transitions Transition Enhancements Widgets support. Multi select and Multi-user look up fields support Increase in number of fields supported in During Transition
How Real-Time Project Monitoring And Tracking Help Sales Teams
Zoho CRM Implementation Guide for Small and Medium Businesses
Amazon Connect – Zoho PhoneBridge Integration
New External ID Field Support In Zoho CRM
When integrating a third-party application, developers may want to store the third-party reference IDs in Zoho CRM’s records. To meet this need Zoho has introduced the External ID field. This is a custom single line field in a module in Zoho CRM for storing a record’s unique external ID.
Zoho is Now Offering “Account Checkups”
We think this is new. Not quite sure what this is, but we are going to check it out next week and let you know.
