by Susan Clark | Feb 7, 2019 | Business, Business Process, Data Administration, Finance, Reports, Support
Zoho Reports is your ultimate marketing partner if you’re responsible for marketing your business, you already know… It’s all about the numbers. Sometimes, uncovering and interpreting those numbers can feel like trying to assemble a poorly cut jigsaw puzzle. It just...
by Susan Clark | Jan 31, 2019 | Business Process, Collaboration, Reports, Sales
Searching for a way to boost sales? might be your answer. It’s way more than a typical leaderboard (it’s somewhat similar to BunchBall or Hoopla). The tool lets you see real-time data from your CRM, set goals for your team, and create contests to motivate sales...
by Susan Clark | Aug 10, 2016 | Home, Reports
Zoho CRM Dashboards & Reports: Visualizing Success Zoho asked me to present a webinar to their users on Reports and Dashboards: why you would use them, how to create them, how to add charts, and how would you implement them in your own Zoho CRM database. Below is...
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