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 | 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 | Feb 5, 2017 | Customization, Data Administration, Tips
This video tutorial teaches you how you can build your own Zoho CRM Views. I start with showing you how to create a simple view and then build on that same view to have Zoho produce the filtered list that I want to display. We then progress to more complicated views...
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...
by Susan Clark | Feb 16, 2016 | Home, Mobile
Zoho offers a mobile phone and tablet app that allows you to access your Zoho CRM data when out of the office…even if you don’t have Internet or wireless access. It’s also great to have available if your Internet goes out. You can do most everything...
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