Showing articles from Kirsten Karlsen

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…


A Fresh Look for Zoho CRM!

April 24th, 2020

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…


Why Should I Automate My Zoho Templates?

February 17th, 2020

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?…


What are Zoho Templates, and Why Should I Use Them? 

February 12th, 2020

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…


How Do I Create a Business Card in Zoho CRM?

January 30th, 2020

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?…


Zoho CRM Quick Create Makes Creating Records Easy!

January 20th, 2020

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…