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 […]
Zoho Expense – Overview
Zoho Expense is a powerful yet straightforward accounting tool that will make life easier for both your sales team and financial department. For those of you already using Zoho, incorporating this product is a low hanging fruit you don’t want to miss out. Those not using Zoho the great news is you can use this […]
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. […]
3 Reasons to Choose Zoho Subscriptions
You hear the word “Automation” a lot when it comes to our articles. Why work harder when you can work smarter? Whether handling recurring transactions involving physical products or run a SaaS operation, Zoho Subscriptions does it all. Do more with your subscriptions than just see the existing cash flow come in. Use that data […]
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 […]
Zoho Inventory – Overview
In this week’s overview lets take a look at one of the main stars in the Finance Suite, Zoho Inventory. With both a mobile app for on the fly changes as well as an extensive desktop application this is a smart choice for inventory management. With its managing inventory across multiple warehouses is possible, […]
CCPA Following the Law On Customer Data Security: What’s Your Responsibility?
Depending on your location, laws on customer data security can vary. California’s Consumer Privacy Act (CCPA) provides the strongest data protection laws in the United States, and will probably be used as a pattern for future legislation in other states. If you’re compliant with California’s laws, you’ll find you’re also in compliance with the less-restrictive […]
Zoho Invoice – Overview
This week on deck, we start the New Year with Zoho Invoice. Though you have all of the power in Zoho Books to do invoices, this online application keeps it simple. It works great with both the desktop version through your web browser or the mobile app when you are in the field. Of course, […]