by Cheyne McDonald | Oct 15, 2026 | Business, Business Process, Collaboration, Communication, Custom Development, Customization, Human Resources, Productivity, Workflow
Executive Summary BILLYCLARK is a creative business advisory and talent acquisition firm serving design-driven organizations. With offices in New York, Paris, and Los Angeles, the company helps businesses identify talent, build teams, and navigate organizational...
by Cheyne McDonald | Oct 15, 2026 | Business, Business Process, Collaboration, Communication, Custom Development, Customization, Data Administration, Workflow
Executive Summary IIS Benefits helps businesses manage employee benefits by coordinating employer groups, brokers, carriers, benefit plans, and enrolled members. The company needed a more organized system for managing prospects, insurance submissions, client...
by Zach Spader | Oct 15, 2026 | Business, Business Process, Collaboration, Custom Development, Customization, Marketing, New Feature, Sales, Website, Workflow
Executive Summary Exectras began as a merchant services company. In 2016, it reimagined itself as a membership organization, giving member businesses access to a bundle of discounted services – including employee benefits – delivered through a network of...
by Alex Vaz | Nov 6, 2025 | Business, Business Process, Campaigns, Collaboration, Communication, Custom Development, Customization, Sales, Support, Training, Workflow
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...
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 Jason Grogan | Dec 2, 2024 | Business, Business Process, Custom Development, Customization, Productivity, Tips
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...
Recent Comments