Blogs
Zoho CRM Workflow Training
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...
Zoho CRM Mobile App Training
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 you need to from...
Why I Left
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 years. During that...
Zoho Card Scanner
The exchange of Business cards is an honored tradition for obtaining contact information from the person you just met. Yet re-typing the contents into your CRM can be tedious and error-prone. Zoho can help you with that. They have an app for the phone that allow you...
Importing into Zoho CRM
Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother. Watch the video showing...
Zoho CRM: Getting Started
No matter how easy a software might be, anything new is hard. Sometimes you just need a frame of reference to get you started. So I recorded a video to help you get up and running a bit faster. This video is using the latest version of Zoho CRM...
Zoho CRM List View Update
This week Zoho CRM made a tweak to their List views. List Views are controlled by the drop-down button at the upper left of each view. It used to start with All [module name] followed by the other default views. Then any view that you created was listed at the bottom...
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...