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 Alex Vaz | Oct 15, 2026 | Business, Business Process, Collaboration, Communication, Customization, Data Administration, Marketing, Mobile, Training, Workflow
Executive Summary SafeinHome combines Remote Supports, assistive technology, and trained support staff to help individuals live more independently while expanding support options and capacity for service providers. To manage attendance and secure necessary...
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 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 Alex Vaz | Jul 21, 2021 | Data Administration
You have already decided that Zoho has all the right tools to help you automate and grow your business, but you are still unsure if you should use Bigin or Zoho CRM as your CRM platform. That’s a very common concern. You Might Need Some Help Suppose you are a...
by Susan Clark | Feb 14, 2019 | Business, Business Process, Customization, Data Administration
If you have an idea, you can build it. Zoho Creator lets regular Joe’s build custom applications. No coding necessary. No need for expensive developers, lengthy build time, or the ability to read and write code! Creator is designed for the average person who wants to...
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