Showing articles from Kirsten Karlsen

We all know that Zoho CRM is a great tool, and so easily customizable that it can fit your needs in any industry through extensive customization. But where to start?…

In my last post I talked about Zoho CRM Webforms to help you drive your business – A/B Testing and Analytics. and how to create and design them. Now let’s…

We all need ways to interact with our clients, should it be via a website, client portal, email, and phone. Having a form integrated with your website is an optimal…

If you use Outlook as your email client, you want to integrate it with your Zoho CRM. There are many benefits to enabling the integration – you can sync your…

In previous blog posts we went over how to create an organization email addresses in your Zoho CRM, and how to switch between your email address and an organization email…

In a previous blog post we went over how to create organization email addresses in your Zoho CRM. So what are the best ways to use this functionality? First, you…

When sending emails to clients in Zoho CRM you may not always want to use your email address, but rather a organization email group, such as info@mycompany.com or sales@yourcompany.net. This…

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…