Getting Your Sales Reps to Love CRM
This guide by Zoho is a great way to start of your sales team. This quick read goes over some great getting started tips and tricks to make you CRM wizard in no time. Most sales reps are not fond of using CRM software. They have to enter data manually and spend countless hours doing […]
Zoho CRM Roles Tutorials – 2020
This brief Zoho CRM tutorial reviews user roles and security settings to consider when creating the different roles.
Social Settings inside Zoho CRM
Zoho CRM How To Setup A Signature – 2020
Release Notes & Help Guides Zoho CRM 2020
This Guide by Zoho is the Holy Grail of guides when it comes to Zoho CRM. Want to become an expert at understanding business processes and how to implement them into your Zoho CRM? By the end of this guide, you should gain a core understanding of some key components to making your business automation […]
Setting up an Approval Process in Zoho CRM
PHP SDK
This guide by Zoho shows how to create a PHP application for yourself or clients that can be integrated with Zoho CRM. PHP code is used to create executable actions for websites. In this case, an application is created to offer a dynamic solution to your web page. PHP SDK offers a way to create […]
Zoho CRM Finding Statistics for Mass Emails – 2020
This is a very quick demo on how to find your statistics for mass emails sent from Zoho CRM inside Zoho CRM.
How to Use Social Media to Drive More Sales
This guide by Zoho takes a quick look at how to boost sales by using social media with Zoho CRM. Lead qualification is, as you know, a typically slow process. You generally have information such as the lead’s name, email address, and phone number. You contact the lead by phone, but they do not respond […]
Segmenting Customers
This guide by Zoho takes a look at segmenting customers in your database, primarily Zoho CRM, however, also applicable to other applications. Focusing on RFM segmentation (recency, frequency, & monetary) should help improve your metrics. Let’s take a look. Perhaps you consider the customers that are spending thousands of dollars on your products to be […]
