Showing articles from Kirsten Karlsen

Personalizing Your Zoho CRM Home Screen

July 22nd, 2020

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…


What is Zoho CRM Analytics?

July 8th, 2020

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…


Why Should I Use Zoho CRM Custom Views?

June 30th, 2020

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…


Zoho Zia Voice – For Your Mobile Phone!

June 11th, 2020

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…


Zoho CRM Ask Zia

June 2nd, 2020

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…


Zoho CRM Zia Can Help with Mail Merge Templates

May 26th, 2020

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…


Zoho CRM Zia Lead Conversion and Deal Closure Prediction

May 21st, 2020

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…


Zoho CRM Zia Sales Trend Analysis

May 15th, 2020

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 Zia Data Enrichment and CRM

May 12th, 2020

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…


Zoho CRM Sheet View – the Fast Way to Make Updates to Your Records!

April 24th, 2020

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…