Here at The Marks Group, our CRM system is…Zoho CRM, naturally. And of course, we use Zoho CRM Calendar. So give us credit for eating the dog food, so to speak.
I’ve been knee-deep in it for more than two years now and I’ve learned a lot. So I thought that I would take a few moments out and share five tactics with the Zoho CRM Calendar. This is not scripture. You may have different points of view. But for me, this works.
Tip #1: Ignore Calls
When you’re on the calendar, you’ll see that you have the ability to create an “event” or a “call.” When you’re in other areas of Zoho CRM, you’ll also see that you have the ability to also create “tasks.” I ignore calls. It’s just too confusing. For me and others in my company, all of our activities are either events or tasks. An event represents an appointment. An appointment is defined as when I have a scheduled meeting—onsite or online—with someone else. A task represents everything else: calls, to-do’s, emails to send, things to follow-up, and so on.
Did you just make an investment in 
I meet a lot of business people who are frustrated with their technologies—particularly the software that they’re using. I get it. There are a lot of great applications out there, but many of them only do particular things. 
In the years that we’ve been implementing Zoho, I’ve discovered something: people blow off 
Are you thinking of learning Zoho tools on your own? 
If you’re as enthusiastic about Zoho as we are here at Marks Group Live, you’ll want to check out this year’s exciting Zoholics event in Austin, Texas. The event, which takes place from April 9th through April 11th, 2019, is an annual conference for Zoho users to meet and network face-to-face. 