By Bob Ritter

The Zoho CRM add-in for Microsoft Outlook allows you to view and manage your CRM data directly from your Outlook inbox. With this add-in, you can: Add leads or contacts Add notes to CRM records Create new activities for leads or contacts View campaigns associated with leads or contacts Convert leads Associate emails with leads, … Continue reading “Syncing Outlook Email and Zoho CRM: Step-by-Step Process”

By Bob Ritter

Managing your customer data efficiently is crucial for any business, and Zoho CRM makes it easier than ever to export and import data seamlessly. Whether you want to back up your information or streamline your lead creation process, here’s a comprehensive guide on how to do it with Zoho CRM. Exporting CRM Data 1. Export … Continue reading “A Comprehensive Guide to Data Export, Import, and Storage in Zoho CRM”

By Bob Ritter

The Zoho Canvas Builder is a powerful CRM design suite loaded with sophisticated design elements. Recently, Zoho has introduced the newest set of enhancements to the Canvas Builder. The suite of improvements outlined below has been developed to provide you with elevated flexibility and control over your CRM design: Watch the video on how to … Continue reading “What’s New in Zoho CRM’s Canvas Builder 2023”

By Bob Ritter

Your business needs efficient communication, seamless collaboration, and streamlined workflows to close more deals. For your sales teams, the challenge lies in managing a multitude of tasks, from lead generation to closing deals. Critical information can get lost in the shuffle. This is where the integration of Zoho CRM with Google Workspace (previously called G … Continue reading “The Power of Integrating Zoho CRM with Google Workspace”

By Bob Ritter

GoldMine and ACT are two legacy customer relationship management (CRM) systems that have a substantial fanbase in the CRM space. Over the years other CRM products have surpassed them. However, many ACT and GoldMine users remained loyal to these systems because they had a lot of data stored in them, were familiar with the interface, … Continue reading “Migrate from GoldMine or ACT! to Zoho CRM”