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By Bob Ritter
Zoho CRM is a relational database where data is grouped into categories, which Zoho refers to as “Modules”. Accounts and Contacts are two important modules in Zoho CRM. Accounts are the companies with which you have business dealings. Contacts are the people in an organization with whom your company has business communications in pursuit of … Continue reading “How to Sync Accounts Fields with Contacts Fields”
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Zoho Creator is a business productivity tool through which you can build your own apps. With Zoho Creator inside CRM, you can extend your platform and build custom applications, forms and views to use them as custom tabs inside Zoho CRM. While creating the business application in Zoho Creator you can link with the … Continue reading “Setting up Zoho CRM and Zoho Creator Integration”
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If you’ve already started the Zoho CRM free trial, you’re on the right track to revolutionize how your organization handles its interactions with customers. To ensure you make the most out of this opportunity……..
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Zoho Cliq is an all-in-one team communication and collaboration software that acts as a central hub for communication and productivity. Recently, Zoho introduced new features and enhancements to this already great solution. Introducing Zoho Cliq 5.0—an enterprise-ready, AI-driven solution designed to enhance team communication efficiency. Zoho Cliq 5.0 has advanced artificial intelligence (AI) features for … Continue reading “Introducing Zoho Cliq 5.0: Elevating Team Communication with AI Integration”
Read MoreBy Bob Ritter
Choosing Zoho for Unmatched Value For almost three decades, First Direct has been at the forefront of CRM business solutions. In our early years, we explored various CRM software options before realizing the transformative potential of a true cloud-based CRM product line. That realization led us to a resounding choice: Zoho. Read here why … Continue reading “Get a Better CRM with First Direct Corp. Get Zoho Today!”
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