Common CRM Mistakes to Avoid_ Part 1

The opportunity to find customers for your business while establishing and maintaining solid relationships with each of them is every manager’s dream – but also hard to come by. When getting information about a prospective client, there’s a strong chance that there isn’t enough data to understand the individual’s insights. ...

Want to generate opportunities from your existing client base on Zoho? In this short video, I will help you learn about the process of how you would receive an initial lead, read basic business data regarding the contact, and enhance that data to solidify your client relationships! When getting information ...

What is Zoho Forms? Zoho Forms is a drag-and-drop form builder that can be accessed online. Forms can be embedded into web pages or shared on social media. Forms are customizable with a simple interface and does not require any coding. Manage your data and notifications via an app. Choose ...

Zoho CRM Migration/Restore Recommended To Do List Zoho CRM migration is not a sexy topic and most likely, if you are reading this post, it means that you need to migrate or restore data to your Zoho CRM. I have created a kill list that everyone should follow when migrating ...

Zoho Writer Online Word Processor Zoho Writer is an easy-to-use powerful online editing tool used for collaboration and publishing. Create beautiful documents, share your work with your and collaborate with your team. Never worry about saving your work as this is done automatically for you. You can work in Zoho ...

What is Zoho Social? Zoho Social is a social media management platform that helps companies engage with their customers. The platform allows the user to manage multiple social media accounts (Facebook, Youtube, Instagram Twitter, LinkedIn and more), create, schedule, edit posts and analyze the content on all your social media ...

What is a landing page? Creating a powerful landing page is essential to the success of an online marketing campaign. A landing page is the first page you “land on” after clicking a link. The focus of this landing page is to gather information (emails), to convert visitors into leads ...

What is Zoho Vault? Zoho Vault is an easy-to-use secure password manager that manages your passwords and autofills them across websites and applications. Vault also stores notes and other confidential data. This reliable password manager can be used by individuals, teams, and companies. 5 Zoho Vault Features Secure Passwords:Store all ...

What should a company do to prepare for a recession? Ever wondered how to survive a recession? Did you think that was even possible? Not only can you survive a recession but you can also benefit from it whether the market slows down or falls into a deep recession. How ...

How do hackers access your account? Individuals and business face account hacking on a daily basis. This can cause a great deal of inconvenience and risk of losing important data. I will share my top 3 tips to protect your accounts but first, I will go over the ways a ...

What is Affiliate Marketing? Affiliate marketing is a process in which an affiliate earns a commission from marketing another person’s/businesses products or services. An affiliate promotes the product/service on their website, customers click on the product/service which in turn converts to a sale, the company then pays the affiliate. The ...

Learn How To Code Deluge for Zoho CRM We are excited to announce the release of our NEW Zoho Deluge training program to the public. Until now the course was restricted to our VIP program. This is an on-demand course that is created for anyone that is interested in learning ...

Zoho CRM Calendar You can manage your schedule, set up calls and meetings with Zoho CRM Calendar. Zoho CRM can be synced with your Zoho calendar by using two-way sync which is a secure authentication token to communicate between the applications. You can also create events from Zoho CRM to ...

Are You Hiring Zoho CRM Developer? What You Need To Know! When you hire people, you will need to know how to qualify them. You need to make sure that the person working within the CRM are Zoho CRM experts. Your CRM will contain very important information about your business: ...

Zoho CRM For Beginners and For Those Interested in Learning More What is Zoho CRM? A CRM is a Customer Relationship Management system. The term CRM is generally used to refer to CRM software – a tool that combines sales, marketing, and customer support activities into a single platform, as ...

Zoho CRM’s Lookup Field Previously, when using the Zoho CRM lookup field to search records, you had to enter the specific data for the record you were looking for. In this case, the lookup field is linked to the contact’s name. By entering the full name, you will be taken ...