by Zach Spader | Nov 4, 2024 | Business, Custom Development, Customization, Sales
The Importance of Subforms in Zoho CRM: A Guide for CRM Admins As Zoho consultants, we’ve seen firsthand how Zoho CRM can revolutionize the way businesses manage their customer relationships. Among its many powerful features, subforms stand out as a...
by Jason Grogan | Oct 30, 2024 | Custom Development, Productivity, Sales, Uncategorized
Client Script for Subform Row Extraction To use a client script in Zoho CRM to extract information from a subform in the Quotes module and enforce certain validations before saving the record, you’ll need to follow a systematic approach. Here’s a step-by-step...
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...
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