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By Bob Ritter
Zoho has made a continuous investment in the automation functionality of Zoho CRM since 2005. This diagram illustrates key functional milestones in the evolution of Zoho CRM automation. Zoho’s investment in product development mirrors the reasons organization demand automation features. Here are the primary benefits of automation which Zoho has identified: Reduce human error Increase … Continue reading “Zoho is Responding to Automation Trends”
Read MoreBy Jay Dymond
You can identify your web site visitors that arrived from your Zoho Campaigns emails by adding the below-mentioned SalesIQ parameters after the hyperlinks/URL’s you insert into your Zoho Campaign emails. SalesIQ Params to be included after the callback links: ?siq_name=$[FNAME]$ $[LNAME]$&siq_email=$[EMAIL]$ Example: https://www.yourlink.com/?siq_name=$[FNAME]$ $[LNAME]$&siq_email=$[EMAIL]$ Note: In case your URL contains a question mark (?) already … Continue reading “Identify website visitor’s from Zoho Campaigns”
Read MoreBy Bob Ritter
A chain is only as strong as the weakest link. Operational effectiveness in any organization comes down to an organization’s ability to execute. Every operation is comprised of a workflow. The more efficiently and smoothly an organization transitions through the steps in any workflow, the more productive and successful it will be. Zoho CRM features … Continue reading “Advantages of Workflow in Zoho CRM”
Read MoreBy Bob Ritter
Zoho is a comprehensive business solution. You will find functionalities that you won’t find in other CRM packages. Today, email marketing is an essential capability that businesses need to have. But that often requires a standalone email marketing service such as Constant Contact or MailChimp. While there are integration options available between these applications and … Continue reading “Built-in Zoho Campaign Reporting”
Read MoreBy Bob Ritter
Mobility is no longer an option or differentiator – it is now necessity! Software applications are competing on the basis of their ability to support mobility. Practically speaking, we’re all carrying smartphone. Which means today, the population is almost always connected to one another, able to interact, transact and obtain nearly any information they … Continue reading “A Better Way To Go Mobile – Part 6”
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