Such a large majority of business transactions today happen online. Ecommerce is a huge source of revenue for many companies and Zoho has created a product to help with completing any ecommerce transaction. When it comes to non-profits, religious organizations, training institutes or other donation based businesses it’s important to also have a place to securely collect funds via an ecommerce avenue. Enter in Zoho Checkout.
Thanks to the Internet, business is not just local any more. I know- that’s obvious, but more and more, people are doing business globally. Beyond that, businesses are saving on overhead from offices, and teams are working remotely in co-working spaces or from their homes. That’s how we do it here at the Marks Group and Marks Group Live. If we’re not traveling around helping clients, we are doing business from our own homes. (Yes, currently I am hearing the faint sounds of my dog snoring from another room. What a life she leads.) That being said, just because your business is done remotely, it doesn’t mean that you don’t need to meet. Enter in Zoho Meetings. A web based video conferencing and webinar program that allows you to connect with your team members and clients, all while integrating into your Zoho One suite of products.
Customer relationship management, otherwise known as a CRM, is one of the most helpful tools any business could use. So, what is CRM software and what is Zoho CRM? Some people refer to a CRM system as a Rolodex on steroids. It’s a one-stop shop where you can keep all of your client’s contact information, organize your business deals, track marketing campaigns, and so much more. Zoho released their CRM software in 2005, and since then has been improving and updating it. They do this to truly focus on the “relationship” part of customer relationship management. Zoho CRM is widely used across the world use to its low cost, and different software program that are easily integrated into the main CRM.
It is now even easier to use the Detail View in Zoho CRM thanks to some recent changes from Zoho!
Why use Detail View?
As the name suggests, Detail View is a way create to create and modify module layouts to display lists related to that module, as well as organize the column layouts of the lists. The Detail View also contains a second component – the Business Card. So how do these two pieces work? Last week we explored what the Business Card has to Offer, so now let’s check out Related Lists!
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?
As the name suggests, Detail View is a way to create and modify module layouts to display lists related to that module, as well as organize the column layouts of the lists. The Detail View also contains a second component – the Business Card. So how do these two pieces work? Let’s look at the Business Card today so we can get started!
One of the main reasons businesses choose Zoho CRM is because it provides a comprehensive lead management process for your sales team. Within Zoho CRM, you can capture new leads and then assign them to sales reps who will nurture them based on the guidelines you set.
For this post, I’m reposting an old tip on troubleshooting workflows with some new steps at the end for the Unified Interface. Unfortunately, Microsoft has not added the ability to view background processes and process sessions from a single record in the new UI yet, but hopefully this will be added in a future release.
If you’re unable to run Flows and background or real-time workflows from the new unified interface, fear not! The fix is simple. You’ll need to update a setting in the Dynamics admin center. Read More
As more and more organizations transition to the new user interface, you might find that some options for custom portals that were previously found in the Contact entity menu are missing or throwing errors. If you need to fix or add the “Change Password” or “Create Invitation” menu buttons, keep reading for a simple fix. Read More
One of the first things that a business will do when they are starting out is choose an email host. This can feel like a big decision, as there are SO MANY different hosting sites out there. With many of the businesses that we have worked with, the decision often comes down to Zoho Mail vs. Gmail. Many people are surprised to learn that at Marks Group Live… we use both. That is very confusing to a lot of people. Let me break down the similarities and differences between the platform, so you can see why sometimes two programs may be best for your business, or at least you can make an informed decision on choosing the best email platform for you.
