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Zoho CRM Workflow VS Blueprint

October 21, 2022

One of the common questions from Zoho One users is “what is the difference between a Zoho CRM workflow and a Zoho CRM blueprint?”The main difference between a workflow and a blueprint is how the automation is triggered.  A Zoho CRM blueprint is triggered by clicking a button. This type ...

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Zoho CRM Dashboard Analytics | You Need it for Your Business!

August 11, 2022

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 ...

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ZOHO Automated Text Messages | Never Stress From Lead Response Times Again!

August 09, 2022

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 ...

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What is Dashboard Reporting? Navigate Your Finances and Sales the Right Way with Zoho Analytics!

July 18, 2022

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 ...

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How to Enrich Business Data using Zoho CRM

July 12, 2022

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 ...

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Zoho CRM Migration

June 10, 2022

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 ...

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Zoho CRM for Beginners - What You Should Know

April 22, 2022

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 ...

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1 Cool New Zoho CRM Feature

April 19, 2022

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 ...

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Zoho Consultants - Amazing Business Results

April 14, 2022

Zoho Consultants and Development Services As a business consultancy firm, Amazing Business Results offers small and medium-sized businesses Zoho Consulting Services and development . With a background in IT development and a depth of experience creating custom websites and CRM, we are committed to providing our clients with personalized business ...

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Zoho CRM Blueprint

April 01, 2022

Bypass System Limitations For Zoho CRM Blueprint CRM blueprints are a kind of guide that your employees can use to carry out certain business processes. It automates procedures, validates them, and allows team collaboration, thereby increasing your efficiency and eliminating loopholes. A sales representative might call a client as an ...

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Zoho One Plug and Play

March 28, 2022

What is Zoho One Plug and Play? Our new system is part of Zoho One. We have been working on this project for the past few years. It is a one-of-a-kind plug and play system for the service industry. It is a system that can be easily installed for you. ...

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Zoho CRM Wizards

March 04, 2022

Zoho CRM Wizards Setup Zoho CRM Wizards are great because you can modify the fields to receive information specific to your company. Here are a few tips on how to get started. Creating a Wizard can be done in your Zoho CRM account by going to settings, customization, and then ...

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3 Zoho CRM Activities To Keep You Organized

February 25, 2022

Zoho CRM Tasks Zoho CRM Activities is one of the standard modules in Zoho CRM. There are 3 sub-components: Tasks, Meetings and Calls. When you enter any type of record in the CRM there are two sections (on the left side) one named open activities and the other closed activities. ...

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Zoho CRM Client Portals - Update Released

February 24, 2022

Zoho CRM Portals Zoho CRM Client Portals has released an update that is beneficial to your business. The client portal is a system that can be made accessible to clients, partners, or vendors. Clients, partners, and vendors can view parts of your CRM based on their permissions. They can also ...

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Zoho Mail vs Google Workspace | Zoho Mail vs GSuite

February 21, 2022

Zoho Mail Vs Gmail – Which Is the Better Mail Provider? Is it worth moving from Gmail to Zoho Mail? Is it worth spending the time and upgrading from Gmail to Zoho Mail? The answer is Yes, only if you are already using the Zoho apps. Gmail is amazing, stable, ...

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