Category

Zoho CRM

How to Use Zoho CRM Layout Rules (Video)

By Zoho CRM No Comments

We all know that Zoho CRM is a great tool, and so easily customizable that it can fit your needs in any industry through extensive customization. But where to start? After mapping out what you need to accomplish and how your operational processes work, the next step is typically module customization, or as I like to call it the foundation of your CRM! Let’s look at one customization you might not be familiar with, and how it can help your teams understand the information they need to gather – Layout Rules. Read More

What is a Zoho CRM Webform?

By Zoho CRM No Comments

We all need ways to interact with our clients, should it be via a website, client portal, email, and phone. Having a form integrated with your website is an optimal way to generate new leads and keep your existing customers engaged. With so many options out there it can be overwhelming, especially where cost is a concern! Zoho Forms is a great app and comes included with Zoho One. But what if you only have CRM and don’t want to purchase Forms on top of that? Fortunately, our friends at Zoho thought about that and Zoho CRM webforms let you build webforms inside Zoho and made it seamless to funnel that information right into your records! Read More

Zoho CRM and Outlook Integration is Easy! (Video)

By Zoho CRM No Comments

If you use Outlook as your email client, you want to integrate it with your Zoho CRM. There are many benefits to enabling the integration – you can sync your contacts, calendar and tasks.  You will have a record of emails with your clients in CRM; and you can create contacts, leads, and initiate deals directly from your inbox. All these benefits can be set up in just a few steps! Read More

Using Zoho CRM Workflows with Organization Email Addresses

By Zoho CRM No Comments

In previous blog posts we went over how to create an organization email addresses in your Zoho CRM, and how to switch between your email address and an organization email address in a client record in order to funnel emails to the right groups within your company. But what if you use this same process again and again, and need to ensure that you don’t mistakenly forget to send an important email? What if you want to send the email personally but have replies sent to another address? Easy – automate emails and templates in a workflow! Read More

Switching Between Personal and Organization Email Addresses in Zoho CRM

By Zoho CRM No Comments

In a previous blog post we went over how to create organization email addresses in your Zoho CRM. So what are the best ways to use this functionality? First, you can switch between your personal email address and an organization email address when sending emails directly from a client record. This way you can funnel emails into a group more effectively. And it’s an easy way to direct your email flow! Read More

Personalizing Your Zoho CRM Home Screen (Video)

By Zoho CRM No Comments

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 to know to start your day. Zoho has pre-built a home screen for you, but what if the information you see isn’t useful? Good news – it’s easy to personalize to meet your needs! You can easily add components and re-order where each component is located. If your administrator has created a custom home screen for you, you can also toggle back and forth between these screens when needed.  Watch and read on to learn more about the Zoho CRM home screen. Read More

What is Zoho CRM Analytics? (Video)

By Zoho CRM No Comments

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 can also be added to your Home screen, giving you an overview of what matters most to you in just one glance. Let’s explore how to make Analytics work for you! Read More