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The Importance of Subforms in Zoho CRM: A Guide for CRM Admins

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...

Client Script for Subform Row Extraction

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...

Using Gamification Software Like Zoho Motivator to Boost Sales and Support

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...

Organize Contacts, Tasks, and Deals with Zoho Contact Manager

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...

Zoho Social is Social Media Management for Growing Businesses

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...

Make Zoho Sign Your All-In-One Digital Signature App

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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