Showing articles from Dena Falek

Zoho CRM data sharing rules keep improving!  This is the third time we are writing about these this year since Zoho keeps enhancing them.  Read here to learn more about…

A Salesforce picklist field is a great way of keeping data consistent.  By allowing only specific values; reports and processes run smoothly.  You can be even more consistent by setting…

Zoho CRM picklist history tracking is very useful in helping you understand how often records like leads or deals are updated.

Sending Salesforce email blasts is an easy way to communicate with a number of contacts at one time.  You can still personalize these emails using merge fields.  Read on to…

There are many things you can do with Salesforce profiles.  When you give users a profile you can customize what they see and can do in Salesforce.  Profiles can be…

As we’ve covered in this earlier blog, the Zoho Campaigns/CRM sync has been overhauled.  Read on to learn how to manage the migration and do syncs going forward.

Zoho Campaigns topics will be required in order to migrate to the new Zoho Campaigns sync methodology.  Here is a link to our post outlining the changes to syncing Zoho…

Do you sync Zoho Campaigns with Zoho CRM?  If so, you should be aware of significant changes Zoho is making to the sync process effective 10/1/22.  This is the first…

The Salesforce Kanban view are a nice feature if you want to visually view your records and be able to sort them easily.

Sending mass emails is a common activity in CRMs.  The Zoho CRM mass email functionality can help you get this done quickly and efficiently.