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...
by Susan Clark | Oct 25, 2018 | Business, Business Process, Collaboration, Communication, Productivity, Support, Workflow
Are you considering either agile or scrum as a project management methodology for your team? Are you having trouble with planning, managing, and developing tasks for your project? If yes, then Zoho Sprints is the ideal project management tool for you. Going Agile has...
by Susan Clark | Oct 18, 2018 | Business, Business Process, Collaboration, Communication, Productivity, Support, Workflow
Having too many projects isn’t a bad problem for a business to have… unless that business is having trouble organizing those projects. As teams grow, there are more people to loop in, more documents to track, and more details that begin to blend together. That’s...
by Susan Clark | Aug 16, 2018 | Business Process, Mobile, Sales, Support, Website, Workflow
Zoho Desk helps you delivery timely, accurate, and friendly customer service. Yet, many companies (even the big ones) miss the mark too often. If you want to wow your customers, consider a customer support software. Having the right tools for your service reps can...
by Susan Clark | Jul 12, 2018 | Business, Business Process, Campaigns, Communication, Data Administration, Email, Marketing, Website, Workflow
Once a prospect or customer raises their hand and says, “yes, I’d like to keep in contact with your company,” you want to make sure you honor that relationship. There are many email marketing and drip marketing programs out there to help you do that, but none that...
by Susan Clark | Apr 7, 2016 | Home, Workflow
How can you implement Zoho Workflow? Zoho asked me to present a webinar to their users on Workflow Automation: what is it, why would you use it and how would you implement it in your own Zoho CRM database. Below is a recording of the webinar including the answers to...
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