Zoho CRM Archives

Zoho CRM Onboarding Guide

This guide by Zoho is a must-read if you are new to Zoho CRM and looking to do the onboarding process yourself. There are many things to consider before and after setting up your CRM. To save yourself a lot of painstaking time later, read this guide first before getting started. However, if you think […]

Automate your Sales Process with Zoho CRM

This guide by Zoho provides two useful learning exercises; a better understanding of the sales process and how to implement automation of it within your CRM. You might have heard the old saying, “time is money.” This adage couldn’t be more true than in the fast-paced world of sales, where every won deal generates mroe business for […]

Zoho CRM – Security Controls

This tip can be very useful and prevent a lot of future headaches and problems within your organization if it is set up correctly from the beginning. Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to […]

Webhooks: Develop Complex Automated Workflows Quickly with Third-Party APIs

Zoho Webhooks are a tool you can use for sending data between third-party and first-party applications without the use of tools like Zapier. Webhooks are sometimes called “reverse APIs” because they allow users to trigger events based on changes to the website’s data. Instead of taking data from users and creating a response, the data […]

Customizing Your Base CRM Module Layouts

Wizards

This guide by Zoho breaks down what a Wizard is for Zoho CRM. From the definition to a step-by-step walk-through on how to create one, by the end of this guide, you will have a concrete understanding of Wizards for Zoho CRM. A Wizard helps you divide a long form into a series of screens, […]

8 Tips for Successful CRM Implementation

This guide by Zoho gives 8 great tips for successfully implementing your CRM. Businesses worldwide have realized the importance of a CRM system. When almost every company uses some form of CRM or the other, it is observed that many tools are not explored to their full potential, or not even used. When you have […]