Zoho CRM Archives

Creating Custom Fields in Zoho CRM to Capture Unique Customer Data

You can expand your records’ capability by creating custom fields in Zoho CRM. With the addition of custom fields, you can track any data you’d like, whether or not Zoho thought to include a spot for it. Also, you can execute advanced functionality, like formula calculations, but for now, we’ll focus on the process behind […]

CRM Basics: Your First Steps With a New CRM

You might see a CRM as a super-powered contact list, but it’s more than just that. It’s also a notes app, a calendar, a funnel tracker, a marketing planner, an email delivery system, a project planner, a to-do list, and so much more. If it sounds like a lot, it can be. Fortunately, the whole […]

Zoho CRM Sub-form Integration to Create Custom Module Records – Implementation

In this video we show how to integrate Forms via a webhook to be able to write a subform into a custom module inside Zoho CRM. Here are some key points from the video: CRM hierarchy with Accounts (ex: Restaurant Groups) and Establishments (ex: Restaurant Locations) Zoho Form created with subform to capture multiple Establishments […]

Scheduling Appointments With Zoho Bookings and Zoho CRM

How much time do you spend emailing back and forth about scheduling? Like trying to spell a word over a crackly phone connection, plenty gets lost in communication. Don’t despair, there is a better way! Use Zoho Bookings and let your clients schedule their own appointments through a link in your email signature. You’ll be notified […]

Capturing User Intent with Zoho CRM

User intent is all about understanding a user’s goals based on their actions. You can easily see a user’s actions on your website: it’s not always so easy to divine their intentions. However, you can make an excellent guess at their goal with only information about their browsing behavior on your own website. Capturing User […]

5 Things You Didn’t Know You Could Do With Your CRM

Your CRM is more powerful than you realize. You know you can track prospects, log customer touches, send mass emails, track communication, and empower collaboration between teams. Not to mention, there’s even more that your CRM can accomplish! Here are five things you can do with your CRM that you’ll wish you knew about before. […]

Benefits of using “The Down Arrow” In Zoho CRM

Our very first tip. Utilize the down arrow tool inside your CRM!

The Hidden Value of Automated Follow-up Emails

Following up on emails is tedious. The email pros at Yesware have discovered that over 70% of their users’ sales conversations stop after a single unanswered message. Although, only 30% of people who would eventually respond actually responded after the first message. As rude as it might feel, polite badgering is the single best way […]