The Zoho Survey integration with Zoho CRM will allow you to engage with your leads and contacts in new ways. You can capture their survey results in CRM without having to go into Zoho Survey.
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An auto number field in Zoho CRM can be a really convenient way to be able to reference your records. They can become account numbers among other things. Learn more here about how to use them. Read More
You can now create a Zoho CRM workflow that will create a new record. This is just another way that you can automate your processes and leave less to have your users do. Read More
Are you finding that a lot of your contact information is inaccurate? You can use Zoho Forms to have your contacts update their own information by sending them a prefilled form. Read More
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
Have you wondered what Zoho CRM Sales Signals are? They provide a central location for all of your interactions with your leads, contacts or deals. They provide notifications from all of your different communication channels – including emails, website visits, etc. Read More
Did you know that you can manage your email inbox while you are working in Zoho CRM? As long as your email is set up with IMAP, take advantage of the Zoho CRM SalesInbox and streamline the number of tabs you are working in and keeps you more in sync with your CRM data. Read More
Wouldn’t it be easier if the emails you sent out of Zoho included the same signature all your other emails? Luckily Zoho makes it easy to add your signature and also customize your email templates to include an email signature! Read More
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
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
