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 | Jan 24, 2019 | Business, Productivity, Sales
I am very pro CRM. I believe it is the lifeblood of all legitimate businesses. But if you are just starting out, you could use the light version of Zoho CRM, called Zoho Contact Manager. The free version offers a single-user platform with up to 500 records and 10...
by Susan Clark | Jan 17, 2019 | Business, Campaigns, Communication, Marketing, Media, Mobile, Sales
At this point, it’s safe to say that social media has fully infiltrated both our personal and commercial space. Businesses use social media to market, sell, connect with, and service customers. It’s a big part of many small and medium-sized businesses’ plan! That...
by Susan Clark | Dec 13, 2018 | Business Process, Email, Finance, Mobile, Productivity, Sales, Website
You and your reps are out and about, but you still need to take care of business. Having to stop by the office to download a PDF, print, and sign documents is a thing of the past. Today’s technology makes it easy to securely sign your documents, right on your mobile...
by Susan Clark | Dec 6, 2018 | Business, Business Process, Data Administration, Finance, Quotes, Sales
Zoho Invoice help make sure all businesses get paid. We know chasing down payments from clients, sending out reminders, or letting invoicing take over your day is no fun. If you have very simple accounting needs, where all you need to do is create invoices and track...
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...
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