Zoho CRM Data Security
This guide by Zoho gives an in-depth look at Zoho CRM Data Security. Constant updates and improvements to data security help ensure companies are protected from malicious attacks. Understanding these security layers is a must in today’s business world because without it you’re in trouble. In this guide, you will find what they are and […]
Zoho CRM Custom Apps: A Beginners Guide
This guide by Zoho is a great quick reference to get you started building Zoho CRM custom apps. Like most things, once you have a grasp on how it works it only gets easier and easier, this is also true with creating custom applications for Zoho CRM. “CRM is the backbone of any organization. It […]
Zoho CRM User Management
Zoho CRM Customization
Maintaining a Clean CRM Database
Ready To Sell On The Go
CRM Activity Scoring Dashboard in Zoho Analytics
In this quick implementation, we talk through a dashboard that we created in Zoho Analytics where you can do some scoring of different CRM activities. This dashboard gives an overall view of how your CRM users are interacting with the system. For a deeper look into creating Zoho Analytics dashboards, check out our How To […]
Decision Guide for Territory Management
9 Nifty Tips To Optimize Web Forms
Zoho CRM Calendly Integration Through Zoho Flow – 2020
Here are some keynotes from this implementation: When a meeting is booked in Calendly, query Leads, then Contacts for a matching email address If there is a match, create a CRM Event-related to that specific Lead or Contact -If there is not a match, create a Contact with a related Event Not finding what you […]