by Susan Clark | Nov 1, 2018 | Business, Business Process, Finance, Productivity, Quotes, Sales, Workflow
We all know the importance of keeping up-to-date accounting records, and the frustration that comes when trying to figure out a clunky accounting system. That’s why I love Zoho Books. It is almost year end, so it’s a perfect time to consider making the switch to...
by Susan Clark | Oct 25, 2018 | Business, Business Process, Collaboration, Communication, Productivity, Support, Workflow
Are you considering either agile or scrum as a project management methodology for your team? Are you having trouble with planning, managing, and developing tasks for your project? If yes, then Zoho Sprints is the ideal project management tool for you. Going Agile has...
by Susan Clark | Oct 18, 2018 | Business, Business Process, Collaboration, Communication, Productivity, Support, Workflow
Having too many projects isn’t a bad problem for a business to have… unless that business is having trouble organizing those projects. As teams grow, there are more people to loop in, more documents to track, and more details that begin to blend together. That’s...
by Susan Clark | Sep 20, 2018 | Business, Mobile Dowload, Productivity
Zoho Vault is a password managers keep your passwords safe without forcing you to remember long complicated passwords, have to write them down on spreadsheets that can fall into the wrong hands, or lose track of accounts. If you’re fumbling between spreadsheets, or if...
by Susan Clark | Aug 23, 2018 | Business Process, Email, Marketing, Productivity
Creating email templates for your team to use can be a great productivity booster. Templates allow you to quickly send a quick reply, with merged field information from the current record and that might include an attachment. It can also increase end-user adoption,...
by Susan Clark | Aug 9, 2018 | Email, Productivity, Tips
When getting started with Zoho CRM, all users should tweak their Personal Settings area inside of Zoho CRM. The video below discusses how to update your personal information, verify your timezone, how to add a photo to your avatar and how to add a pre-formatted...
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