Zoho CRM Dashboards. An efficient, practical, and effective way to develop a loyal client base while also keeping track of your company analytics!  Without reporting, you’re flying in the dark. Small companies typically feel that they don’t need to use analytics as there is little to report, but that isn’t ...

ZOHO CRM Automated Text Messaging What if I told you that stressing over lead response times can be a thing of the past?  As a business owner, I know that consistently responding to all your leads while also ensuring that you maintain the productivity of your company’s operations is difficult ...

If you’ve always wanted to learn more about Zoho and its applications, meet other Zoho users, and network in a way that will help you take your system to the next level, then you’re in for a treat! In this video, you will learn what Zoholics is, why it’s something ...

Common CRM Mistakes to Avoid! Customer Relationship Management (CRM) integration has become one of the most valuable tools a business has to improve their company automation and enhance customer relationships – are you utilizing all of its benefits? CRM implementation can be used in various ways, from measuring KPI goals ...

Are you reaping all the benefits from your CRM system? It’s essential to stay ahead of your competition! If you think your CRM isn’t working, you might not be doing it right. Your CRM system is the manpower needed to gain insightful access to your future, current, and past clients. ...

Want to develop a loyal client base while keeping track of your company’s analytics? Without reporting, you’re flying in the dark. Small companies typically feel that they don’t need to use analytics as there is little to report, but that isn’t the case. No matter how big or small your ...

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 ...