Showing articles from Kirsten Karlsen

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…

Zoho recently made some changes to the User Interface (UI) of CRM. You might not see the difference yet, as you’ll have the option of switching back and forth between…

You know how to create beautiful Zoho email templates, and you send them out to your clients as needed. But did you know you can automate emails using your templates?…

Zoho CRM allows you to create templates that help you streamline your processes and use consistent branding both within and outside of your company. Zoho templates are simply forms that…

Thanks to some recent changes, it is now even easier to use the Detail View to create a Business Card in Zoho CRM!   What is Detail View in Zoho CRM?…

It is now even easier to use the Quick Create in Zoho CRM thanks to some recent changes from Zoho! What is Quick Create? As the name suggests, Quick Create…