Release Notes & Help Guides Zoho CRM 2020
This Guide by Zoho is the Holy Grail of guides when it comes to Zoho CRM. Want to become an expert at understanding business processes and how to implement them into your Zoho CRM? By the end of this guide, you should gain a core understanding of some key components to making your business automation […]
Setting up an Approval Process in Zoho CRM
PHP SDK
This guide by Zoho shows how to create a PHP application for yourself or clients that can be integrated with Zoho CRM. PHP code is used to create executable actions for websites. In this case, an application is created to offer a dynamic solution to your web page. PHP SDK offers a way to create […]
Zoho CRM Finding Statistics for Mass Emails – 2020
This is a very quick demo on how to find your statistics for mass emails sent from Zoho CRM inside Zoho CRM.
How to Use Social Media to Drive More Sales
This guide by Zoho takes a quick look at how to boost sales by using social media with Zoho CRM. Lead qualification is, as you know, a typically slow process. You generally have information such as the lead’s name, email address, and phone number. You contact the lead by phone, but they do not respond […]
Segmenting Customers
This guide by Zoho takes a look at segmenting customers in your database, primarily Zoho CRM, however, also applicable to other applications. Focusing on RFM segmentation (recency, frequency, & monetary) should help improve your metrics. Let’s take a look. Perhaps you consider the customers that are spending thousands of dollars on your products to be […]
Zoho CRM Onboarding Guide
This guide by Zoho is a must-read if you are new to Zoho CRM and looking to do the onboarding process yourself. There are many things to consider before and after setting up your CRM. To save yourself a lot of painstaking time later, read this guide first before getting started. However, if you think […]
Automate your Sales Process with Zoho CRM
This guide by Zoho provides two useful learning exercises; a better understanding of the sales process and how to implement automation of it within your CRM. You might have heard the old saying, “time is money.” This adage couldn’t be more true than in the fast-paced world of sales, where every won deal generates mroe business for […]
Zoho CRM – Security Controls
This tip can be very useful and prevent a lot of future headaches and problems within your organization if it is set up correctly from the beginning. Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to […]
Webhooks: Develop Complex Automated Workflows Quickly with Third-Party APIs
Zoho Webhooks are a tool you can use for sending data between third-party and first-party applications without the use of tools like Zapier. Webhooks are sometimes called “reverse APIs” because they allow users to trigger events based on changes to the website’s data. Instead of taking data from users and creating a response, the data […]
