How to Create and Use Custom Modules in Zoho CRM
Zoho CRM’s custom modules are a powerful feature for organizations looking to track unique data beyond the default modules like leads, contacts, and deals. With custom modules, you can tailor Zoho CRM to better match your business processes, creating fields and connections that make managing data easier and more relevant to your needs. What Are […]
Zoho CRM Best Practices for Lead Management
Let’s talk about leads for a second. If you’re in sales, you already know that managing your leads can make or break your results. Zoho CRM has great tools to help you capture, organize, nurture, and eventually convert those leads. But that only happens if you know how to use them. Here are some best […]
Zoho Integrations – Everything you need to know!
Apps, apps, and more apps. This is true for anyone using Zoho One, but for many, it’s not just Zoho. We rely on a plethora of other applications to run our businesses. Integrations are crucial for unifying the various apps and systems we use every day. With different departments often relying on different tools, integrations […]
Simplify CRM Testing with Zoho CRM Sandbox
Zoho CRM Sandbox offers a safe environment to test and refine your CRM configurations without disrupting your live data. Whether you’re tweaking fields, automations, or custom workflows, Sandbox ensures your updates are perfect before going live. Let’s dive into how you can make the most of Zoho CRM Sandbox. What is a Sandbox? A Sandbox […]
How To Configure DMARC for Zoho CRM
You may have noticed this past week that if you didn’t have DMARC configured, your latest bulk email you tried to send out of Zoho CRM was denied. This is because DMARC for Zoho CRM is now mandatory for sending bulk emails. SPF and DKIM are no longer sufficient. Implementing DMARC ensures better email deliverability […]
Asking The Right Questions For A Successful Zoho and Third-Party Applications Integration via API
Imagine your boss approaches you needing an integration between Zoho and a third-party applications. Where do you start? What do you need to know? This article provides a comprehensive checklist of questions and steps you should consider with API. The more information you have upfront, the quicker the integration work can commence or the faster […]
The Future of Zoho CRM – Zoho CRM for Everyone!
Big Things Are Happening at Zoho! Already recognized as a best-in-class, award-winning Customer Relationship Management solution, Zoho CRM is set to become even more powerful with its latest overhaul: Zoho CRM for Everyone. This update goes beyond a mere UI facelift, introducing a suite of new features designed to enhance your CRM experience. In this […]
Get Started With Zoho CRM’s All-New Kiosk Studio
At the beginning of this year, Zoho launched Kiosk Studio in Zoho CRM. This evolved blueprint is designed to simplify and automate various processes without being tied to a specific record. Unlike blueprints that trigger actions based on particular records, kiosks operate independently, making them highly versatile. This feature is particularly beneficial for tasks that […]
Top 10 Marketplace Plug-ins for Zoho CRM
The Zoho CRM Marketplace is a hub for various tools and integrations designed to enhance your Zoho experience. Whether you need marketing tools, customer service enhancements, or anything in between, the marketplace offers solutions vetted by the community—evident in user reviews and ratings. Always remember to check these before opting for a plugin to ensure […]
What are UTM parameters, and how to use them with Zoho
So what is a UTM parameter? UTM parameters, also known as Urchin Tracking Module parameters, are a way to track the effectiveness of online marketing campaigns across traffic sources and publishing media. They were originally introduced by Urchin Software Corporation, a company founded in 1995 that developed web analytics software. Google acquired Urchin Software Corporation […]
