Blogs
Sarah O Jewelry – Case Study
Executive Summary Sarah O Jewelry is a Denver-based fine jewelry brand specializing in custom designs, engagement rings, and handcrafted pieces. Known for their modern, artistic approach to jewelry design, Sarah O has grown rapidly both in-store and online. With...
Harbor Industries – Case Study: Unifying Retail Operations with the Zoho Ecosystem
Executive Summary Harbor Industries, a Michigan-based retail solutions manufacturer, delivers end-to-end merchandising and engagement tools across four specialties: Custom Retail, Convenience Fixtures, Digital Solutions, and Casework. With over 75 years of experience...
REVS (Refuel Electronic Vehicle Solutions) – Case Study: Powering EV Infrastructure Sales and Management with Zoho
Executive Summary REVS (Refuel Electronic Vehicle Solutions) specializes in providing comprehensive EV charging solutions, turning charging stations from a cost center into a new source of revenue for property owners. As a growing business in a rapidly expanding...
Unlocking Sales Efficiency with Zoho CRM Pipelines
As a Zoho consultant, we've witnessed firsthand how businesses manage their sales processes using Zoho CRM's pipeline functionality. Whether you're a startup or an established enterprise, understanding and leveraging pipelines can be a helpful customization for your...
Boosting Business Efficiency with Zia AI
Zoho, a leading provider of business software, has been at the forefront of innovation in the tech industry. One of the key drivers of their success is Zia, their artificial intelligence (AI) engine that powers their suite of applications. In this blog, we'll take a...
Simplifying CRM Data Access with Zoho CRM: Using URL Criteria in Analytics Reports
Simplifying CRM Data Access with Zoho CRM: Using URL Criteria in Analytics Reports Introduction: Zoho CRM, in combination with Zoho Analytics, provides a powerful solution for quickly accessing related record report data. In this post, we'll explore how create...
Setting Up Global Sets in Zoho CRM: A Developer’s Guide for Users
Setting Up Global Sets in Zoho CRM: A Developer’s Guide for Users Welcome to our blog! Today, we’re diving into the world of Zoho CRM, a powerful tool for managing customer relationships and sales processes. As a developer, I often get asked how to harness the full...
Displaying Subform Information as a Custom Related List in Zoho CRM
Displaying Subform Information as a Custom Related List in Zoho CRM Zoho CRM's flexibility allows you to enhance your customer relationship management by customizing how data is displayed and accessed. One powerful customization option is the ability to display...
How to Create a Collection of Dates, Sort Them, and Copy to Zoho CRM: A Developer’s Guide Hello Developers and Zoho CRM Users!
How to Create a Collection of Dates, Sort Them, and Copy to Zoho CRM: A Developer's Guide Hello Developers and Zoho CRM Users! Today, we’re diving into a practical task that many of you might find handy — creating a collection of dates, sorting them in descending...
Harnessing Rich Text Fields and Deluge Functions in Zoho CRM
Harnessing Rich Text Fields and Deluge Functions in Zoho CRM Introduction: In Zoho CRM, the combination of Rich Text fields and Deluge functions can unlock a powerful capability to integrate email content from related records. This blog post explores how you can use...