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Zoho CRM

Using a Multi-Select lookup field in Zoho CRM

By Zoho CRM No Comments

One of the benefits of using a CRM is to see how all your data is tied together.  One to one linkings like Contacts and Accounts is pretty simple, but what if many records in one module can be linked to many records in another module?  This is called a many-to-many relationship and read on the learn how to link modules using a multi-select lookup field in Zoho CRM. Read More

Zoho vs. Dynamics 365: The Pros and Cons – Part 2

By General, Microsoft Dynamics CRM, Zoho CRM No Comments

This essay is a continuation of a blog I wrote that compares Zoho with Microsoft Dynamics 365. Both parts are written by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products.   So is Dynamics better than Zoho? Is Zoho better than Dynamics?  We’ve already looked at Zoho in Part 1. So now here are the pros and cons of Microsoft Dynamics 365, based on our experience as partners. Read More

Zoho vs. Dynamics 365 : The Pros and Cons – Part 1

By CRM, Microsoft Dynamics CRM, Zoho CRM No Comments

This essay looks at  Zoho vs. Dynamics 365. It is written in two parts by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products.  So is Dynamics better than Zoho? Is Zoho better than Dynamics? That’s up to you to decide. Here are the pros and cons of Zoho vs. Microsoft Dynamics, based on our experience as partners.

Let’s start with Zoho. Read More