Showing articles from Dena Falek

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…

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…

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.

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…

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…

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

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…

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 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…

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…