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...
by Susan Clark | Jul 5, 2018 | Productivity
Every company needs quite a bit of software in order to run their business. But buying all of that software in the past could get quite expensive (think Word, Excel, Projects, Outlook, QuickBooks, DocuSign, Survey Monkey, Constant Contact, GoToMeeting, Join.me,...
by Susan Clark | Jan 30, 2018 | Email, Productivity
Ever wish you could have the note you just entered on a record in Zoho CRM, also be sent to specific Users in your organization? You are in luck! The @mention feature in Zoho will help you quickly “kill two birds with one stone”. Watch this quick video to...
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