by Susan Clark | Sep 6, 2018 | Business, Data Administration, Human Resources
Human resource management is a big job. Why not make it a little easier with intuitive software to help manage HR workflows Zoho People is just that. It boasts the “perfect HR software to manage your workforce,” and I agree. The software has all the features that a...
by Susan Clark | Aug 2, 2018 | Communication, Data Administration, Sales, Support, Website
In today’s online world, prospects are finding you through multiple channels. That means you have to be ready to engage whenever and wherever they pop up. Prepare your team by adding a hassle free live chat and visitor tracker on your website. SalesIQ allows prospects...
by Susan Clark | Jul 12, 2018 | Business, Business Process, Campaigns, Communication, Data Administration, Email, Marketing, Website, Workflow
Once a prospect or customer raises their hand and says, “yes, I’d like to keep in contact with your company,” you want to make sure you honor that relationship. There are many email marketing and drip marketing programs out there to help you do that, but none that...
by Susan Clark | Feb 5, 2017 | Customization, Data Administration, Tips
This video tutorial teaches you how you can build your own Zoho CRM Views. I start with showing you how to create a simple view and then build on that same view to have Zoho produce the filtered list that I want to display. We then progress to more complicated views...
by Susan Clark | Feb 9, 2015 | Data Administration, Home
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...
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