Showing articles from Dena Falek

Creating Joined Reports in Salesforce

October 12th, 2021

Once you have finished getting all your data into a CRM like Salesforce, reporting becomes then next important task to tackle.  There are several different types of reports you can…

Color Coding is Here for Zoho CRM Picklist Options!

October 12th, 2021

Last month, we talked about color coding for Zoho CRM tags.. Color coding has now been expanded to Zoho CRM picklist values and it is a game changer.  This will…

Zoho CRM Imports: A Primer

September 29th, 2021

There have been enough changes to how to manage Zoho CRM Imports that is time to offer a primer.  Read on for tips on importing records into Zoho CRM.

Zoho CRM Email Changes Are Here!

September 28th, 2021

Composing and sending emails in Zoho CRM has just gotten a lot easier!  With the new Zoho CRM email features you will notice some new functionality and that some features…

Salesforce Auto Response Rules

September 15th, 2021

Auto response rules can help set your relationship with a lead off on the right foot.  They let your lead know you have received their submission (from a webform or…

Zoho CRM Tags Are Now Color Coded!

September 14th, 2021

Have you signed into Zoho CRM lately and noticed it is more colorful?  This is because Zoho CRM tags can now be color coded.

Introducing Canvas for Zoho CRM!

August 30th, 2021

Many people have asked if they can make changes to the user interface for records in Zoho CRM. Until now, the answer has been no – but that is all…

Highlighting Changes in a Salesforce Pipeline

August 17th, 2021

Many sales leaders monitor pipelines on a regular basis and want to be able to focus on the the opportunities that have changed. Luckily now you can look at your…

Salesforce Dashboards Can Now Be Downloaded!

August 11th, 2021

Salesforce dashboards offer great visuals of your data. For many people these images tell the story of your results much better than a report.  The good news is that you…

Zoho CRM Attachments – Lots of Options!

August 11th, 2021

Most companies have various documents tied to their processes. Whether they be contracts, excel spreadsheets or something else, rest assured that you can attach these to records via the Zoho…