by Shelly Fausett | Dec 9, 2024 | Business, Business Process, Collaboration, Custom Development, Customization, Sales
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...
by Shelly Fausett | Nov 25, 2024 | Business, Business Process, Collaboration, Custom Development, Customization, Productivity, Tips
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...
by Jason Grogan | Nov 18, 2024 | Business, Business Process, Collaboration, Customization, Data Administration, Sales
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...
by Susan Clark | Feb 21, 2019 | Business, Collaboration, Marketing, Media, Mobile, Training
I’ve asked some stand-up comics, a live audience can be tough to win over! A big factor can be dry content that results in the lack of audience participation ie. laughs. Zoho ShowTime is making it easier to deliver what an audience wants with their slideshow...
by Susan Clark | Jan 31, 2019 | Business Process, Collaboration, Reports, Sales
Searching for a way to boost sales? might be your answer. It’s way more than a typical leaderboard (it’s somewhat similar to BunchBall or Hoopla). The tool lets you see real-time data from your CRM, set goals for your team, and create contests to motivate sales...
by Susan Clark | Jan 10, 2019 | Collaboration, Communication, Mobile Dowload, Productivity
The days of mailing paper documents, saving to a floppy, or even emailing documents for editing are gone. Today, it’s all about the cloud. Organizing, storing, and syncing documents is effortless when done on the cloud. No one downloads the wrong version, no one holds...
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