Blogs
Zoholics Bound
I love going to Zoho's conferences (aka Zoholics), held 4 times/year on various products. I look forward to catching up with the Zoho Product Managers that I met while in India. I know that they will announce new features (I frequently participate in the beta for some...
What’s New in Zoho CRM Calendar?
Your Zoho CRM Calendar has been updated! It is one of the great features of using an online solution... new features are automatically added to everyone, without any scheduling to install on all company PCs. Here is what you will see: When you create an Event... The...
CRM Alternative
I know that moving from your current CRM is not an insignificant decision. I hosted a webinar (see the replay below) for my friends and clients to give them my vision for the future of CRM, as well as an alternative option to CRM software for their businesses. It's...
Hiding details
OK, a quick tip this week. Ever notice the ... icon that looks like this? Whenever you are looking at any record in Zoho CRM, right under the Business Card view at the top of the screen, you should see this Hide Details button. You can click this button to...
How to Integrate GMail with Zoho
Want to integrate GMail with Zoho and make GMail your default email program? To configure GMail with Zoho: https://www.zoho.com/crm/help/zoho-mail/configure-gmail-account.html Be sure to do steps 2 and 3 on that page. To make Gmail the default email package when you...
Are you searching Zoho the right way?
The Global Search option in Zoho CRM is nice if you are not exactly sure where something is stored in your database. Most commonly, Zoho CRM users will use the Global Search option, because it is so predominantly displayed at the top right of the screen. This option...
A Future Without Microsoft
I can see a future without Microsoft. I know that is a shocking statement, but I believe it could be true. Let me start by saying that I lived through the time when everyone used WordPerfect and Lotus 1-2-3 and Harvard Graphics. These were the 3 software products that...
Adding Zoho CRM Mobile app to your phone or tablet
You can setup the Zoho CRM Mobile app on your smart phone or tablet by downloading and installing the free Zoho CRM app from the Apple App Store or Google Play Store. This will allow you to view your contacts, accounts, potentials, events and tasks on your device in a...
Adding Zoho Web to Tablets
One of the great features of using Zoho CRM is the ability to work with your database on your phone or tablet. You can eaily create a shortcut to the web version on the home screen of your tablet or smart phone. Accessing Zoho CRM via web on your Phone or Tablet In...
Preventing Zoho Campaign emails from becoming spam
Zoho Campaigns is a separate app from Zoho CRM that can be used to send out mass email messages to your clients and prospects. There are a couple of things that you can do to help ensure that your Zoho Campaigns emails get through spam filters. Let's Walk You Through...