Zoho CRM tooltips all you to give your users helpful hints when filling in a field. They can help ensure better quality data and avoid too many questions.
Many companies have different divisions or lines of business that follow different sales processes. By using the Salesforce sales processes functionality, you will be able to set this up. Read on for how you can do this. Read More
Report Folders are a great way to organize your reports. Zoho provides a set of standard report folders, organized by module, as well as report activity (recently viewed, created by me, etc…). In addition, you can create your who folders and control how others can access them. Read More
Features like forecasting are often a key reason for implementing a CRM like Salesforce. Here we will dive in to what forecasting is in Salesforce is and why it is important. In addition, we will highlight a recent updates Salesforce has made to make forecasting even more valuable. Read More
Salesforce administrators often need to track different types of the same record. When this need arises, Salesforce record types will help you get this set up properly. Read More
Pipedrive allows you to add predefined lost reasons for lost deals. While you can allow your users to add free-form lost reasons, I recommend at least adding a few predefined lost reasons to improve the usefulness of reporting/insights. Read More
Ahh, the search bar — every CRM has one, and they are useful to varying degrees. Pipedrive has actually done an excellent job with theirs! I’m highlighting the search bar in this post because I’ve found that some Pipedrive users forget it’s there, and the feature is too robust to ignore. Read More
I was recently asked how to view recently-viewed records in Pipedrive. Other CRMs have this feature often on the left or top navigation under a labeled header. Pipedrive’s version of this is just as easy to access, but it’s not labeled, so you may have missed it. Read More
