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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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Latest Must Reads

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 CRM can heavily enhance your business | We can make it easier to navigate for you!

July 15, 2022

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. ...

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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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Convert Visitors Into Leads with Zoho Forms

June 15, 2022

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 ...

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5 Zoho Writer Tips You Should Know

June 08, 2022

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 ...

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Is Zoho Social Worth It?

June 03, 2022

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 ...

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5 Zoho Vault Features That Help Manage and Protect Your Passwords

May 25, 2022

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 ...

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30% Off Our Zoho Deluge Training Program

May 12, 2022

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 ...

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How To Sync Zoho CRM To Your Zoho Calendar

May 11, 2022

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 ...

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5 Simple Questions to Ask When Interviewing A Zoho CRM Developer

April 29, 2022

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: ...

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Top 3 Zoho One Training Courses

April 06, 2022

Our Top 3 Zoho One Training Courses The Izik Academy was developed to assist small business owners in growing their businesses while also reducing their stress levels. Lior Izik has designed hundreds of CRM systems to help companies automate their processes, save personnel, and manage their businesses with over 15 ...

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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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How Real Last Update can Help Your Business Turn the Tables?

July 09, 2020

In an evolving world of technology, smart tools such as Real last update can help businesses build a stronger foundation of CRM. Departments and business owners want to check when was the last time a change was made in the system be it a lead, a contact, or any opportunity ...

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