Integrating Your CRM With Multichannel Communications
Today’s media landscape is immense and variable. The great explosion of the internet age has been in content and communication channels. Business doesn’t just communicate with customers over channels they control. Users want to find your brand wherever they are the most comfortable looking for it. If that’s Twitter, YouTube, or your website, you’d better […]
The Down Arrow
Organizing views in Zoho CRM using the Down Arrow – ˅
Integrate Zoho CRM + Google Analytics For Precision Marketing Campaigns
By default, Google Analytics can’t and won’t track offline revenue, and Zoho CRM can’t see Google Analytics’ detailed data. With a service to connect the two and exchange the data each lacks, you can supercharge both applications and plug their collection gaps at the same time. GAConnector provides consistent two-way communication between Zoho CRM and […]
5 Reasons You Need To Switch To A New CRM
An effective CRM is the backbone of a productive sales team. Without data, they can rely on and tools they can trust, they’ll be hamstrung and limited. Unlock the true potential of your team with a better CRM, and you won’t likely be disappointed. But how do you know it’s time to switch? Here are […]
A Zenatta PSA – Update your Zoho CRM Zapier Integrations before 12-31-2019
Zoho CRM is shutting down an old version of their Zapier integration on December 31, 2019. This will affect any Zaps using the Zoho CRM (Legacy) version of the Zoho CRM integration. If your Zaps are using the Zoho CRM app labeled “Zoho CRM (Legacy)”, then you will need to update them to keep your workflows […]
Go Slow: Unlock the Power of Campaign Marketing
Campaign-based marketing is a method of communicating with customers in a planned, consistent way. With a longitudinal plan, we can lay out communications with a prospect far in advance. Through a persuasive and persistent campaign of messages (typically over email), we can draw customers into our fold. The Value of Slowness Let’s imagine a campaign […]
The Secret to Data Visualizations That Work [+ Best Practices]
Data visualization (data viz to its friends) is all about conveying the most information with the least amount of effort. Good data viz expresses a point near-instantaneously, so it’s no surprise that businesses need lots of it. Well-designed charts help you make your point fast and memorably. The Power of Good Data Viz Do you […]
5 KPIs Your CRM Should Be Tracking
Key performance indicators (KPIs) are a critical part of managing a team. In sales and marketing, KPIs determine bonuses and guide performance reviews. These KPIs are supposed to be proxies for success in your job: if you’re a salesperson, the more you sell, the better you’re doing. Unless, of course, your massive sales aren’t making […]
Tip – Autofill Custom Module Record Names
3 Tricks For Building Believable Buyer Personas
A buyer persona is a fictional person that represents a demographic or segment you’d like to sell to. A persona can be anything as thin as basic demographic information, like age, gender, and race, to a fully-fleshed out person, with narratives, names, jobs, geographic areas, and more. The more completely you can illustrate the small […]
