by Zach Spader | Nov 6, 2025 | Business, Business Process, Collaboration, Customization, Data Administration, Productivity, Sales, Training, Workflow
Executive Summary Sarah O Jewelry is a Denver-based fine jewelry brand specializing in custom designs, engagement rings, and handcrafted pieces. Known for their modern, artistic approach to jewelry design, Sarah O has grown rapidly both in-store and online. With...
by Alex Vaz | Nov 6, 2025 | Business, Business Process, Collaboration, Communication, Customization, Productivity, Sales, Support, Training, Workflow
Executive Summary Harbor Industries, a Michigan-based retail solutions manufacturer, delivers end-to-end merchandising and engagement tools across four specialties: Custom Retail, Convenience Fixtures, Digital Solutions, and Casework. With over 75 years of experience...
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...
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...
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