Get started now
Get started now
Newest Post

Failed CRM Reasons: Why CRM Implementations Fail - Part 2: Poor User Adoption

February 18, 2024

Unveiling the Path to Effective CRM Implementation: Understanding the Pitfalls of Poor User Adoption This analysis is the result of extensive research, encompassing thousands of introductory meetings conducted with new prospects over the last decade. Read more to discover how we shed light on the pivotal role of user adoption ...

read more

Latest Must Reads

Failed CRM Reasons: Why CRM Implementations Fail - Part 1: Lack of Clear Objectives

February 10, 2024

Navigating the Path to Success: The Pitfalls of Unclear Objectives and Avoiding CRM Failure This analysis stems from extensive research involving thousands of introductory meetings conducted with new prospects over the last decade. We meticulously recorded and noted these sessions to delve into the common reasons behind the failures in ...

read more

A Deep Dive into Zoho CRM's SalesIQ Features.

May 27, 2023

Zoho CRM is a powerful customer relationship management tool that can help businesses of all sizes manage their sales, marketing, and customer support activities. One of the key features of Zoho CRM is SalesIQ, a powerful tool that can help you better understand your website visitors and convert them into ...

read more

Zoho CRM for Nonprofits: How to Use It Effectively

May 24, 2023

As a nonprofit organization, you’re constantly looking for ways to streamline operations and make the most of your limited resources. One tool that can help you achieve this is Zoho CRM, a powerful customer relationship management system that can help you manage your donor relationships and improve fundraising efforts. At ...

read more

The Right Process To Automate Your CRM

May 22, 2023

In today’s fast-paced business environment, automating processes is crucial to boosting productivity and achieving success. Zoho One automation offers an excellent solution for businesses looking to streamline their operations and create efficient processes. As an experienced Zoho consultant, I have helped over 1,700 customers and trained more than 10,000 business ...

read more

How Zoho CRM Can Help You Improve Lead Generation

May 21, 2023

Lead generation is one of the most important aspects of any business, but it can also be one of the most challenging. The process of finding potential customers and converting them into paying clients can be time-consuming and expensive. However, with the right tools and strategies, you can improve your ...

read more

Zoho CRM for Real Estate: A Comprehensive Guide

May 18, 2023

If you are in the real estate business, you know that managing client relationships, properties, and transactions can be challenging. Luckily, Zoho CRM offers a comprehensive solution to streamline your real estate business processes. In this blog post, we will discuss how Zoho CRM can benefit your real estate business ...

read more

Customizing Your Zoho CRM Notifications: What You Need to Know

May 15, 2023

As a business owner, you want to stay on top of all the customer interactions that take place in your organization. Zoho CRM is an excellent tool that allows you to manage your customer relationships efficiently. However, the default notifications that come with the system can be overwhelming. They flood ...

read more

Zoho CRM Best Practices for Data Security and Privacy

May 12, 2023

In today’s world, data security and privacy are more important than ever. Businesses that handle sensitive information, such as customer data, need to take the necessary steps to protect it from unauthorized access and breaches. This is where Zoho CRM comes in – as a leading customer relationship management software, ...

read more

How to Use Zoho CRM to Improve Your Email Marketing

May 09, 2023

Email marketing can be a highly effective way to reach out to your target audience and drive conversions. However, with so many businesses using this marketing channel, it can be difficult to stand out from the crowd and achieve the desired results. That’s where Zoho CRM comes in. As a ...

read more

A Beginner's Guide to Zoho CRM Reports and Dashboards

May 06, 2023

As a business owner, it’s important to have a clear understanding of your company’s performance metrics. With Zoho CRM, you can create custom reports and dashboards to gain insights into your sales pipeline, customer behavior, and overall business performance. In this beginner’s guide, we’ll walk you through the steps of ...

read more

Using Zoho CRM to Track Your Team's Performance

May 03, 2023

Managing a sales team is never easy. You need to keep track of your team’s performance, make sure they’re meeting their targets, and identify areas for improvement. That’s where Zoho CRM comes in. With its powerful reporting and analytics features, Zoho CRM can help you track your team’s performance and ...

read more

10 Zoho CRM Extensions You Didn't Know You Needed

April 30, 2023

If you’re using Zoho CRM to manage your sales, marketing, and customer service processes, you’re already ahead of the game. But did you know that there are a variety of extensions and add-ons that can help you get even more out of your CRM? In this post, we’ll explore 10 ...

read more

The Benefits of Zoho CRM for Service-Based Businesses

April 27, 2023

If you’re running a service-based business, you know how important it is to stay on top of customer interactions, manage projects efficiently, and keep your team on the same page. That’s where Zoho CRM comes in. As a comprehensive customer relationship management solution, Zoho CRM can help you automate your ...

read more

Zoho CRM's Social Media Integration: How It Can Benefit Your Business

April 24, 2023

Social media has become an integral part of businesses’ marketing strategies, providing a powerful platform for connecting with customers and promoting products and services. However, managing social media accounts and monitoring interactions with customers can be a daunting task, especially for businesses with limited resources. That’s where Zoho CRM’s social ...

read more