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Handling Duplicates in Zoho CRM Database

by Susan Clark | Sep 7, 2018 | Business Process, Data Administration, Tips

How do those duplicate records get in our database? Maybe from importing or syncing with your Outlook or Google Contacts. Who knows, but they are annoying. Zoho has some options for merging these records to help you get rid of duplicates in your database....

Zoho People is HR Software to Manage Your Workforce

by Susan Clark | Sep 6, 2018 | Business, Data Administration, Human Resources

Human resource management is a big job. Why not make it a little easier with intuitive software to help manage HR workflows Zoho People is just that. It boasts the “perfect HR software to manage your workforce,” and I agree. The software has all the features that a...

Zoho Meeting Just Might Be The Best Web Conferencing Software Yet

by Susan Clark | Aug 30, 2018 | Collaboration, Marketing, Mobile Dowload, Sales, Training

There are plenty of online meeting programs out there, but none quite like Zoho Meeting. Meetings is easy to use, visually appealing, and integrates with the services that most small businesses use to operate daily. It’s a robust conferencing solution with a...

Zoho CRM Email Templates

by Susan Clark | Aug 23, 2018 | Business Process, Email, Marketing, Productivity

Creating email templates for your team to use can be a great productivity booster. Templates allow you to quickly send a quick reply, with merged field information from the current record and that might include an attachment. It can also increase end-user adoption,...

Zoho Assist: Adding Remote Support

by Susan Clark | Aug 23, 2018 | Business Process, Collaboration, Support, Website

Zoho Assist creates a simple process for taking virtual control of your customer’s device. Consequently allowing you to be able to deliver the level of customer service they need. It allows you to help with training and saves time for you and your reps. It’s an...
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