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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Zoho CRM Blueprint Handbook
