Blogs
Handling Duplicates in Zoho CRM Database
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. ...
read moreZoho People is HR Software to Manage Your Workforce
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...
read moreZoho Meeting Just Might Be The Best Web Conferencing Software Yet
There are plenty of online meeting programs out there, but none quite like Zoho Meeting. Staying in line with the rest of the Zoho business product line, Meetings is easy to use, visually appealing, and integrates with the services that most small businesses use to...
read moreZoho CRM Email Templates
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,...
read moreAdd Remote Support with Zoho Assist
Sometimes, there’s no easier way to support a customer than to just take the reigns and do it for them, or walk them through it using remote support. If your customers are struggling with an application and need help, having the ability to jump in and support them...
read moreOffer Better Customer Support with Zoho Desk
Timely, accurate, and friendly customer service is an important part of any customer-facing business. Yet, many companies (even the big ones) miss the mark too often. If you want to wow your customers, consider a customer support software. Having the right tools for...
read moreUpdating Your Personal Settings
When getting started with Zoho CRM, all users should tweak their Personal Settings area inside of Zoho CRM. The video below discusses how to update your personal information, verify your timezone, how to add a photo to your avatar and how to add a pre-formatted...
read moreGrow/Engage Your Web Leads With Zoho SalesIQ
In today’s online world, prospects are finding you through multiple channels. That means you have to be ready to engage whenever and wherever they pop up. Prepare your team by adding a hassle free live chat and visitor tracker on your website. SalesIQ allows prospects...
read moreSearching Your Zoho CRM Database
There are quite few ways you can search your database to locate the records you are looking for. In this tutorial, we go over the simplest to the most complex ways of finding records. In addition to simple searches, I cover finding records with Open, Won or Lost...
read moreSurvey Your Audience with Zoho Survey
Your customers’ opinions matters. Making it easy to share that opinion means more quality data at your fingertips. That’s what Zoho Survey is all about. Zoho Survey allows businesses to create surveys in just minutes and lets you reach your audience wherever they are....
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