The Operating System For Business.
Get in touch with us
Be the first to read Zoho tips, best prctices, and more.
By Bob Ritter
A CRM is only as effective as its ability to actively manage relationships in real-time. With Zoho CRM SalesSignals, envision the power of instant awareness when a potential lead engages with your website, opens a crucial email, or mentions your brand on social media. This indispensable tool ensures you never miss a beat in customer … Continue reading “Zoho CRM SalesSignals: Powering Smarter Customer Engagement”
Read MoreBy Bob Ritter
Zoho Corporation, a global technology powerhouse, has consistently proven its mettle in the tech industry. Recently, the company announced that it has crossed $1 billion in annual revenue worldwide, proudly empowering more than 100 million users. This achievement signifies not only the company’s financial success but also the tangible value its solutions bring to … Continue reading “Zoho Milestones: A Testament to Success and Growth”
Read MoreBy 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”
Read MoreBy 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”
Read MoreBy 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”
Read More