by Zach Spader | Oct 15, 2026 | Business, Business Process, Collaboration, Custom Development, Customization, Marketing, New Feature, Sales, Website, Workflow
Executive Summary Exectras began as a merchant services company. In 2016, it reimagined itself as a membership organization, giving member businesses access to a bundle of discounted services – including employee benefits – delivered through a network of...
by Zach Spader | Nov 6, 2025 | Business, Business Process, Collaboration, Customization, Data Administration, Productivity, Sales, Training, Workflow
Executive Summary Sarah O Jewelry is a Denver-based fine jewelry brand specializing in custom designs, engagement rings, and handcrafted pieces. Known for their modern, artistic approach to jewelry design, Sarah O has grown rapidly both in-store and online. With...
by Alex Vaz | Nov 6, 2025 | Business, Business Process, Collaboration, Communication, Customization, Productivity, Sales, Support, Training, Workflow
Executive Summary Harbor Industries, a Michigan-based retail solutions manufacturer, delivers end-to-end merchandising and engagement tools across four specialties: Custom Retail, Convenience Fixtures, Digital Solutions, and Casework. With over 75 years of experience...
by Alex Vaz | Nov 6, 2025 | Business, Business Process, Campaigns, Collaboration, Communication, Custom Development, Customization, Sales, Support, Training, Workflow
Executive Summary REVS (Refuel Electronic Vehicle Solutions) specializes in providing comprehensive EV charging solutions, turning charging stations from a cost center into a new source of revenue for property owners. As a growing business in a rapidly expanding...
by Shelly Fausett | Dec 9, 2024 | Business, Business Process, Collaboration, Custom Development, Customization, Sales
Simplifying CRM Data Access with Zoho CRM: Using URL Criteria in Analytics Reports Introduction: Zoho CRM, in combination with Zoho Analytics, provides a powerful solution for quickly accessing related record report data. In this post, we’ll explore how create...
by Jason Grogan | Nov 18, 2024 | Business, Business Process, Collaboration, Customization, Data Administration, Sales
How to Create a Collection of Dates, Sort Them, and Copy to Zoho CRM: A Developer’s Guide Hello Developers and Zoho CRM Users! Today, we’re diving into a practical task that many of you might find handy — creating a collection of dates, sorting them in...
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