Showing articles from Kirsten Karlsen

When you open Zoho CRM every day you are taken by default to your Home screen. This is your daily dashboard, and it should have all the information you need…

Zoho CRM Analytics is a powerful way for you view and analyze your data in custom views to meet your business needs. Analytics components are created in custom Dashboards and…

Every module in Zoho CRM allows you to create custom views to filter for the information that you need, and several come pre-built. But did you know you can create…

Last week we discussed Ask Zia and how to chat with it to get quick answers when you need them. But did you know about Zoho Zia Voice? It’s like…

Have you ever utilized Ask Zia in your Zoho CRM? You’d be surprised at how easy it is to update records and access analytics using this AI function! In previous…

Did you know that Zia in Zoho CRM could help write clean and concise Mail Merge Templates to engage your customers? If you’ve ever struggled to come up with the…

Did you know that Zia in Zoho CRM can help predict the probability of a Lead converting to an Account/Contact and generating a Deal, and the probability of winning that…

If you have access to Analytics, you can track your Sales Trends and Sales Follow-up Trends thanks to Zia in Zoho CRM! We previously discussed Zia and Data Enrichment, and…

Zoho CRM is now utilizing Data Enrichment, powered by Zia. This can really help you in your sales efforts by building your customer profiles in a single click. But what…

Have you ever had to make updates to several records at the same time? If you go into each record separately for every update it will take you a long…