Salesforce has many ways to send email directly from records. You can automate templates, create letterhead, and send customized notifications. Read More
Groups are static and based on membership. Filters and SQL queries, on the other hand, are dynamic and based on the field criteria by which they are built. Creating a group based on a filter or query allows for a stable list of contacts (originally based on field criteria) that can be added to or removed from by manually adding or deleting a contact’s membership to that group. Read More
When you are not sure of the location of a client or vendor, you can configure the GM+View tab to display directions based on the address of a contact record. Read More
There may be times when you are in need of quickly viewing a picture. Some examples would be a picture of a person to verify their identity or images of property you are insuring.
Linking the image on the Links tab is helpful as you can view it in the Preview Pane. But if you have many linked documents and don’t want to search, you can display the image on the GM+View tab so it can be accessed with a click of the tab. Read More
When it comes to Zoho mapping fields and lead conversion mapping, there is a lot to learn. If you’ve attempted to map a custom field in a lead record to a standard field in either the deal, contact, or account record, you may have encountered a somewhat common issue that some Zoho CRM users come across: the matching field you’re looking for doesn’t show up as an option.
Troubleshooting issues with Zoho mapping fields
In order to solve this issue, the first step you’ll want to take is confirming that both fields are the same type of fields.
For instance, if you’re attempting to map a field that’s categorized as a single line field, these are the only types of fields that will show up in the target module as choices in the Zoho mapping fields screen.
Many don’t realize this, but Zoho, the company best known for its CRM and other office productivity applications, also offers a contact management option called Zoho ContactManager.
Does this make sense? It may very well. That’s because – and this may also come as a surprise – for many of our Zoho CRM clients, the Zoho ContactManager would be a better application for their business than a full-blown CRM product. Why? One word: overkill.
When it comes to their various apps and products, some of what’s offered through Zoho is more useful to individual business owners than others. If you need an easy way to provide database access to customers and vendors, you’ll want to read on for our Zoho portal tips.
Just last year, Zoho CRM introduced an exciting new Zoho feature, which allows users to give vendors and customers self-service access within Zoho CRM to all the information they need. If you’ve been using Zoho CRM already, you may find that this feature is fairly simple to set up and use.
Whether you’re looking to join Zoho or another CRM service, there is a lot to consider. At The Marks Group, we sell and implement five Customer Relationship Management (CRM) applications and currently serve more than 600 companies who use these applications to increase their sales, improve customer service, and grow their profitability. A good CRM system, when implemented properly, will ensure that important tasks are never falling through the cracks, critical information is being shared by everyone in your organization wherever they are, and the value of your company is increasing.
Like the millions who already use this great product, it may be right for your company. If you’re seriously looking to join Zoho CRM, then let me share these five reasons why you should consider doing so, based on the more than 90 clients we serve who have already purchased it.
Like any powerful email server system, Zoho Mail enables administrators to manage just about every aspect of security and user information to ensure the mail system is secure, private and collaborative where dictated. To do this, you must first access the Control Panel of your Zoho Mail system, which you can find here.
Once you gain access, you’ll see the areas that you can customize to meet your company’s policies. Below is a description of what each of these functions do in Zoho Control Panel.
There are plenty of online word processing applications to use and I’m sure you’re probably familiar with the big names, like Microsoft Word in Office 365 or Google Docs. In fact, you’re probably using them right now. But think about it: Why?
If you’re already using Zoho One, you’ve got access to the Zoho Writer app. If your employees are creating typical business documents, then why not minimize headaches and help their productivity by getting rid of all those additional applications and having them use the Zoho Writer app? I can offer at least six uses of the application that would make sense right away.
