Category: Blog

5 Ways To Increase User Compliance With Your CRM

Most organizations struggle to get their staff to use the CRM as designed. Most of the time it’s due to the CRM being difficult to use, data entry rules being tedious, and the actual staff getting little benefit from entering data. So how can we fix these problems to improve your CRM usage and the […]

Integrating Your CRM With Multichannel Communications

Today’s media landscape is immense and variable. The great explosion of the internet age has been in content and communication channels. Business doesn’t just communicate with customers over channels they control. Users want to find your brand wherever they are the most comfortable looking for it. If that’s Twitter, YouTube, or your website, you’d better […]

The Down Arrow

Organizing views in Zoho CRM using the Down Arrow In Zoho CRM, a small but powerful feature—the down arrow—lets you tailor how information is displayed across modules. This simple tip improves visibility, efficiency, and overall navigation. How to Customize Views in Zoho CRM Using the Down Arrow What is the Down Arrow in Zoho CRM? […]

Integrate Zoho CRM + Google Analytics For Precision Marketing Campaigns

Measuring the true impact of your marketing campaigns is often a challenge. By default, Google Analytics can’t track offline revenue, while Zoho CRM can’t access detailed website activity. When you connect the two, you can close that gap, align sales with marketing, and finally see which campaigns actually drive revenue. That’s where GAConnector comes in. […]

5 Reasons You Need To Switch To A New CRM

An effective CRM is the backbone of a productive sales team. Without data, they can rely on and tools they can trust, they’ll be hamstrung and limited. Unlock the true potential of your team with a better CRM, and you won’t likely be disappointed. But how do you know it’s time to switch? Here are […]

Go Slow: Unlock the Power of Campaign Marketing

Campaign-based marketing is a method of communicating with customers in a planned, consistent way. With a longitudinal plan, we can lay out communications with a prospect far in advance. Through a persuasive and persistent campaign of messages (typically over email), we can draw customers into our fold. The Value of Slowness Let’s imagine a campaign […]

The Secret to Data Visualizations That Work [+ Best Practices]

Data visualization (data viz to its friends) is all about conveying the most information with the least amount of effort. Good data viz expresses a point near-instantaneously, so it’s no surprise that businesses need lots of it. Well-designed charts help you make your point fast and memorably. The Power of Good Data Viz Do you […]

5 KPIs Your CRM Should Be Tracking

Key performance indicators (KPIs) are a critical part of managing a team. In sales and marketing, KPIs determine bonuses and guide performance reviews. These KPIs are supposed to be proxies for success in your job: if you’re a salesperson, the more you sell, the better you’re doing. Unless, of course, your massive sales aren’t making […]

Tip – Autofill Custom Module Record Names

3 Tricks For Building Believable Buyer Personas

A buyer persona is a fictional person that represents a demographic or segment you’d like to sell to. A persona can be anything as thin as basic demographic information, like age, gender, and race, to a fully-fleshed out person, with narratives, names, jobs, geographic areas, and more. The more completely you can illustrate the small […]