Beyond Spreadsheets with Zoho Creator
This guide by Zoho takes a look at the benefits of breaking away from Excel with Zoho Creator. With over-reliance on spreadsheets putting productivity at stake, businesses today are increasingly moving to databases. And there’s no lack of options available, from on-premise to online, from niche solutions to comprehensive ERPs. Before we look at what […]
Getting Started with Zoho Sign
This getting started guide by Zoho covers everything you need to begin with Zoho Sign. Whether you are an existing Zoho user or a brand new account this guide will walk you through all of the basics to get started. Within the guide are other useful links and guides to better help understand how other […]
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 […]
Webinar – Zoho Projects Full Product Tutorial
Customizing Your Base CRM Module Layouts
Module clean up is quick and easy. This process can be done at any time and we highly recommend it to make your data more readily available. Here are some screenshots of what a finalized customization would look like for leads: Not finding what you are looking for in regards to Zoho CRM? Drop us […]
Wizards
This guide by Zoho breaks down what a Wizard is for Zoho CRM. From the definition to a step-by-step walk-through on how to create one, by the end of this guide, you will have a concrete understanding of Wizards for Zoho CRM. A Wizard helps you divide a long form into a series of screens, […]
Automate Complex Business Processes Easily with Zoho Creator
It turns out there is a secret to success: do things better than you did before. Also, robots help. And that’s just what Zoho Creator is here to help you do. Learn how to capture and automate complex business processes to reduce errors, improve customer satisfaction, and increase throughput and billable hours, all without sacrificing […]
8 Tips for Successful CRM Implementation
This guide by Zoho gives 8 great tips for successfully implementing your CRM. Businesses worldwide have realized the importance of a CRM system. When almost every company uses some form of CRM or the other, it is observed that many tools are not explored to their full potential, or not even used. When you have […]
A Settings Tip for Preventing Duplicate Leads and Contacts inside Zoho CRM
Here is a quick tip that we noticed Zoho added to Zoho CRM. 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 fill that gap! For more guides on Zoho CRM Click Here. Are you looking […]
Mastering Proper Accounting For Small Businesses with Zoho Books
Accurate records are essential for effective business. Not only do they record what you have done: they allow you to predict the future accurately. And in a world where a gain of half a second can mean billions, predicting the future correctly is an ability no one can pass up. If you’re not already running […]