5 CRM Mistakes That Make Your Life Harder
Your CRM should improve your life, not make things more difficult. Here are five mistakes that most users make, and reliable ways to avoid falling into that trap. Low-Quality Noise Data is the lifeblood of any CRM. It is far better to have less high-quality data than heaps of low-quality data. Low-quality information quickly becomes […]
Zoho CRM for Gmail & Inbox Review
Zoho CRM for Gmail & Inbox is a FREE chrome extension that does what its name says, Zoho CRM integration with your Gmail Inbox. In this review, we will go over the pricing, how Zoho CRM for Gmail & Inbox does what it does, what parts of Zoho it’s compatible with, What we think about […]
LinkMatch For Zoho CRM Review
LinkMatch is Linkedin integration for your CRM. In this review, we will go over the pricing, how LinkMatch does what it does, what parts of Zoho it’s compatible with, What we think about it, and if we think it is ready for PRIME TIME or more time. Pricing $9.99 user/month At $9.99 a month per […]
How to integrate Zoho Sales IQ with Zoho CRM for new leads via Zoho Forms
Tip – Setting Up An Approval Process In Zoho CRM
Here is a quick tutorial on how to set up an Approval Process in Zoho CRM.
Tip – Creating and Linking a Custom Module in Zoho CRM
In this video, we will show you how to quickly and easily create a custom module and link it to another module.
Tip – Automatically Update Fields In Accounts and Contacts Based On A Opportunity Stage
This video will show you how to update fields in your Accounts and Contacts that are associated with an opportunity based on updating the opportunity stage:
Tip – How To Auto Create A Task When Another Task is Completed
Here is a quick video that shows you how to make a task fire off after you have completed another task.
How to Create a Timer for your Tasks in Zoho CRM
Here is a quick video tutorial on how to create a timer for your tasks in Zoho CRM.
Adding Zoho Forms to Your WordPress Site
Zoho Forms is a versatile tool. It has a very easy drag-and-drop interface that makes it simple to build out a very complicated form. It also has deep integration with many Zoho Applications such as CRM and Desk. If you use Word Press for your website, you will find that it has a great extension […]