by Susan Clark | Aug 8, 2016 | Home, New Feature
Zoho CRM 2016 New User Interface If you have been using Zoho CRM for a while, you will soon be transitioning to the new user interface. I’ve made a video to help you make the leap. I’m a big fan. I know you are going to love...
by Susan Clark | Jun 3, 2016 | Home, Training
Zoho CRM Training Manual I’m excited to offer my Zoho CRM Training Manual. It is the only book of its kind on the market that is totally dedicated to Zoho CRM. This training manual comes as an 8.5″ by 11″ spiral bound book packed with close to 400 pages of...
by Susan Clark | Apr 7, 2016 | Home, Workflow
How can you implement Zoho Workflow? Zoho asked me to present a webinar to their users on Workflow Automation: what is it, why would you use it and how would you implement it in your own Zoho CRM database. Below is a recording of the webinar including the answers to...
by Susan Clark | Feb 16, 2016 | Home, Mobile
Zoho offers a mobile phone and tablet app that allows you to access your Zoho CRM data when out of the office…even if you don’t have Internet or wireless access. It’s also great to have available if your Internet goes out. You can do most everything...
by Susan Clark | Sep 1, 2015 | Business
Selling our ACT! business had to be one of the hardest decisions I ever made. I started using and consulting on ACT! in the early days of DOS, when a voice from the abyss said… “Let there be CRM!” ACT! was the focus of our business for over 25...
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