Zoho CRM Enhancements to Webforms and A/B testing
3 nice updates. The big one being that after the A/B testing is completed, you can launch the winner automatically
Zoho CRM “Unsubscribe” Feature Has Been Revamped
These changes will not impact the existing unsubscribe links, except these links will not be listed under the list of unsubscribed links.
Zoho CRM Wizards Enhancements
A bunch on new features for Zoho CRM Wizards. If you haven’t tried Wizards they allow you to create CRM records with forms that are easy to navigate, and allow you to guide your sales team with notes
Many To Many Record Associations Be Records In The Same Module
You can now create a many-to-many association between records from the same module using the multi-select lookup field. Put another way, a record from a module can be associated with another record from the same module. We have wanted this new feature for some time. Kudos to the CRM team.
Zoho CRM Blueprint 3.0 Released
A lot of enhancements here including: SLAs now support automated actions.. “Same-state looping” has been added. Automatic Transitions And much more. You can read all about it here.
A Guide to Using Live Chat to Grow Your Business
This guide by Zoho is a great go-to for best practices with your chatbots. Learn how to increase your success rate on closing deals with website visitors. This one might seem obvious, and that’s because it is. You need to be positive in customer service and sales. That’s hardly groundbreaking information. But while you probably […]
Getting Your Sales Reps to Love CRM
This guide by Zoho is a great way to start of your sales team. This quick read goes over some great getting started tips and tricks to make you CRM wizard in no time. Most sales reps are not fond of using CRM software. They have to enter data manually and spend countless hours doing […]
Zoho CRM Roles Tutorials – 2020
This brief Zoho CRM tutorial reviews user roles and security settings to consider when creating the different roles.
Social Settings inside Zoho CRM
This video will show you how to quickly set up automatic lead or contact generation in Zoho CRM every time a person on Mentions, Messages, Replies, or Retweets you on Twitter. It will also work with Facebook every time someone Posts, Comments, Likes, or Messages Not finding what you are looking for in regards to […]
Zoho CRM How To Setup A Signature – 2020
