Zoho CRM dashboards – the Analytics tab – offers you many ways to analyze the data being captured in your CRM. Zoho offers nine type of analytical components with the newest being the the Stage component. Read More
Introducing to the new Zoho CRM filter criteria for user fields. The purpose of this change is to help you better filter records based on the user field. Read More
Creating Salesforce public groups can be beneficial in many ways to help coordinate sharing access and synchronization of records. Read More
At the Microsoft Build 2023 conference, Microsoft unveiled its latest product – Microsoft Fabric. This AI-powered platform demonstrates the company’s commitment to revolutionizing data analytics solutions. With Fabric, Microsoft aims to bring together various elements of data analytics, including compute, storage, analytics stack, governance, and business models, into a cohesive and integrated solution. Read More
Unlocking the Potential of Your Data: Maximize Your Data’s Value
By utilizing Azure OpenAI Service, you can unlock the full potential of your data without the need for training or fine-tuning. This service enables you to run OpenAI models directly on your data, providing advanced conversational AI capabilities through ChatGPT and GPT-4. Enhance communication, improve customer service, and increase productivity within your organization. These models not only leverage pre-trained knowledge but also access specific data sources to ensure up-to-date and accurate responses. Read More
Introducing the new Zoho CRM record locking feature! With this feature you can now prevent certain records from being edited or deleted. Read More
Zoho CRM Admin Tools are aimed at helping you manage Zoho CRM as an administrator. Read on to learn more about the tools available. Read More
Performing a Salesforce global search on lookups tends to yield you no results. Read on for a some tips on how you can accomplish this. Read More
In the first installment of this series about small business CRM I described a CRM system as being nothing more than a database. No matter what all the software companies say and no matter how many features or bells and whistles they include, the fact is still the same: you’re putting data into a shared database that can be used to better service your customers, manage your prospects and, in turn, grow your company. Read More
Zoho is continuing its rollout of new features and next up are Zoho CRM Rollup summary fields. Read More
