For many Zoho users, the addition of Zoho CRM's Vendor module has been very exciting. But, it's common that businesses have questions such as “how can I email my vendors”. In today's live session, we demonstrate how to group your vendor representatives together, and how to contact them via email. ...

Today we are very excited to let you know that for the month of November, we are going to conduct four weekly question and answer sessions. In these sessions, we are going to demonstrate different applications inside the Zoho One suite and show how these apps work together. We want ...

This week we are talking about how to choose the right CRM for your business needs First, you need to create a list of all your business needs and requirements.This list should have two columns with the first column being “the must have” features so the CRM partner helping you ...

When your business is transitioning to Zoho One for the first time, the amount of versatile applications that the customizable business software suite offers can be daunting. Zoho one suite gives users over 55 apps for every possible use case from sales management to marketing campaign tools. It’s common to ...

https://youtu.be/YHY50ZjMRvg  We know that finding the right CRM partner is essential for maximizing your business’ sales. In order to provide the most comprehensive understanding of how CRM solutions can increase your business’s revenue, we’ve created this video to help you understand the importance of selecting a qualified CRM vendor that ...

CRM Mistakes You Should Avoid! If you haven’t integrated Customer Relationship Management (CRM) into your business just yet, you may want to start. CRM incorporates many valuable resources in enhancing company automation, further improving customer relationships. That said, it’s easy to make CRM mistakes that restrain your business from advancing ...

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 ...