Zoho Card Scanner

The exchange of Business cards is an honored tradition for obtaining contact information from the person you just met. Yet re-typing the contents into your CRM can be tedious and error-prone. Zoho can help you with that. They have an app for the phone that allow you...

Importing into Zoho CRM

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...

Zoho CRM: Getting Started

No matter how easy a software might be, anything new is hard. Sometimes you just need a frame of reference to get you started. So I recorded a video to help you get up and running a bit faster. This video is using the latest version of Zoho...

CRM Alternative

I know that moving from your current CRM is not an insignificant decision. I hosted a webinar (see the replay below) for my friends and clients to give them my vision for the future of CRM, as well as an alternative option to CRM software for their businesses....

Are you searching Zoho the right way?

The Global Search option in Zoho CRM is nice if you are not exactly sure where something is stored in your database. Most commonly, Zoho CRM users will use the Global Search option, because it is so predominantly displayed at the top right of the screen. This option...