One of the benefits of using a CRM is to see how all your data is tied together. One to one linkings like Contacts and Accounts is pretty simple, but what if many records in one module can be linked to many records in another module? This is called a many-to-many relationship and read on the learn how to link modules using a multi-select lookup field in Zoho CRM. Read More
Have you wondered what Zoho CRM Sales Signals are? They provide a central location for all of your interactions with your leads, contacts or deals. They provide notifications from all of your different communication channels – including emails, website visits, etc. Read More
Did you know that you can manage your email inbox while you are working in Zoho CRM? As long as your email is set up with IMAP, take advantage of the Zoho CRM SalesInbox and streamline the number of tabs you are working in and keeps you more in sync with your CRM data. Read More
This essay is a continuation of a blog I wrote that compares Zoho with Microsoft Dynamics 365. Both parts are written by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products. So is Dynamics better than Zoho? Is Zoho better than Dynamics? We’ve already looked at Zoho in Part 1. So now here are the pros and cons of Microsoft Dynamics 365, based on our experience as partners. Read More
This essay looks at Zoho vs. Dynamics 365. It is written in two parts by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products. So is Dynamics better than Zoho? Is Zoho better than Dynamics? That’s up to you to decide. Here are the pros and cons of Zoho vs. Microsoft Dynamics, based on our experience as partners.
Let’s start with Zoho. Read More
If you have worked with quotes in Zoho CRM in the past, you know that Zoho didn’t allow any customization for the product table. Well I’m here to share the good news that Zoho has made changes to the Zoho CRM Quotes module and you can now customize the product details table! These changes work for all of the Inventory modules – Quotes, Sales Orders and Invoices. Read More
With the Zoho Forms integration with Zoho CRM – Zoho CRM, you can automatically push your form data into Zoho CRM modules as soon as someone fills out your form. Read More
Tags are a great way to label your records so you can find them easier in the future. Zoho CRM allows you to tag your records in many different ways. Read on to learn more about Zoho CRM tags. Read More
Have you noticed things look different in the Zoho CRM list view when you go to one of your modules? Zoho has made some user interface changes and, if you are like me, it’s taken you a little while to figure out exactly where everything is. This blog will highlight the changes so you can navigate the Zoho CRM list view screen a bit easier. Read More
Have you ever deleted a record in Zoho CRM and then realized it was a mistake? Well thankfully the Zoho CRM Recycle Bin can save you! Read More
