CRM Basics: Your First Steps With a New CRM
You might see a CRM as a super-powered contact list, but it’s more than just that. It’s also a notes app, a calendar, a funnel tracker, a marketing planner, an email delivery system, a project planner, a to-do list, and so much more. If it sounds like a lot, it can be. Fortunately, the whole […]
Zoho CRM Sub-form Integration to Create Custom Module Records – Implementation
In this video we show how to integrate Forms via a webhook to be able to write a subform into a custom module inside Zoho CRM. Here are some key points from the video: CRM hierarchy with Accounts (ex: Restaurant Groups) and Establishments (ex: Restaurant Locations) Zoho Form created with subform to capture multiple Establishments […]
A Brief Look at Zoho Checkout
As we come to our finale of the Zoho Finance Suite brief overview lets, we will finish up with Zoho Checkout. Capturing a payment is simple with Zoho Checkout. Now we know what you are thinking. Didn’t we just cover collecting payments with Zoho Subscriptions? The answer is yes. While they both share some similarities, […]
Scheduling Appointments With Zoho Bookings and Zoho CRM
How much time do you spend emailing back and forth about scheduling? Like trying to spell a word over a crackly phone connection, plenty gets lost in communication. Don’t despair, there is a better way! Use Zoho Bookings and let your clients schedule their own appointments through a link in your email signature. You’ll be notified […]
Capturing User Intent with Zoho CRM
User intent is all about understanding a user’s goals based on their actions. You can easily see a user’s actions on your website: it’s not always so easy to divine their intentions. However, you can make an excellent guess at their goal with only information about their browsing behavior on your own website. Capturing User […]
Zoho Expense – Overview
Zoho Expense is a powerful yet straightforward accounting tool that will make life easier for both your sales team and financial department. For those of you already using Zoho, incorporating this product is a low hanging fruit you don’t want to miss out. Those not using Zoho the great news is you can use this […]
5 Things You Didn’t Know You Could Do With Your CRM
Your CRM is more powerful than you realize. You know you can track prospects, log customer touches, send mass emails, track communication, and empower collaboration between teams. Not to mention, there’s even more that your CRM can accomplish! Here are five things you can do with your CRM that you’ll wish you knew about before. […]
3 Reasons to Choose Zoho Subscriptions
You hear the word “Automation” a lot when it comes to our articles. Why work harder when you can work smarter? Whether handling recurring transactions involving physical products or run a SaaS operation, Zoho Subscriptions does it all. Do more with your subscriptions than just see the existing cash flow come in. Use that data […]
Benefits of using “The Down Arrow” In Zoho CRM
Our very first tip. Utilize the down arrow tool inside your CRM!
The Hidden Value of Automated Follow-up Emails
Following up on emails is tedious. The email pros at Yesware have discovered that over 70% of their users’ sales conversations stop after a single unanswered message. Although, only 30% of people who would eventually respond actually responded after the first message. As rude as it might feel, polite badgering is the single best way […]
