Zoho CRM Customization
Avoid Common Data Visualization Mistakes With Zoho Analytics
Data visualization is more than just a button in Excel. To make your point effectively, you need reliable charts that instantly reinforce and amplify your messaging. Murky or confusing data visualization will, at best, reduce your presentation’s effectiveness. At worse, you might find yourself losing deals without knowing why. No one will tell you that […]
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 […]
Zoho Desk Full Product Tutorial Webinar
Human Resource Management The Smart Way With Zoho People
Good employees are hard to find. You know you can’t just hang out a shingle and hope for the best. You need to put work into looking for candidate pools that match your expected employment criteria and level of experience. It’s a lot of work, and that’s why you need to keep the good ones […]
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 […]