by Susan Clark | Jul 19, 2018 | Marketing
Paperwork can easily take over a person’s workday. Customer feedback, customer intake, prospect forms, customer data… it seems like there’s a form for everything. If you’re still using paper forms, this means there’s lots of data input and organizing of those forms...
by Susan Clark | Aug 10, 2016 | Home, Reports
Zoho CRM Dashboards & Reports: Visualizing Success Zoho asked me to present a webinar to their users on Reports and Dashboards: why you would use them, how to create them, how to add charts, and how would you implement them in your own Zoho CRM database. Below is...
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