At The Marks Group, we sell and implement five Customer Relationship Management (CRM) applications and currently serve more than 600 companies who use these applications to increase their sales, improve customer service and grow their profitability. A good CRM system, when implemented properly, will ensure that important tasks are never falling through the cracks, critical information is being shared by everyone in your organization wherever they are and the value of your company is increasing.
Zoho One has positioned itself to be one of the most used suite of products for all of your small business needs. CRM, book keeping, marketing, web development, and beyond, if you need it, Zoho One probably has it. To keep up with the demand of its customers, they recently released some new platforms and upgrades. I’ll provide a brief overview of the changes today, and will do a deeper dive into the new products in upcoming blog posts.
Zoho Projects is one of the most popular project management tools on the market. It is a straightforward, web-based program that allows you to collaborate with your team. Projects make sure that any business venture can be completed in a cooperative and organized manner. Many of the businesses that we work with at The Marks Group have teams that work together from across the country. Zoho Projects is the perfect digital meeting space so everyone can work together on a shared business goal. Here, we’ve compiled three of the best reasons why you should use Projects.
No matter the size of your business, one of the most important things you can do to assure success is hiring a great staff. You want to be sure that your employees are reliable and hardworking- things that you can’t always tell from looking at a resume. Hiring employees can be time a time consuming chore that is difficult to sort through… especially if you don’t have an HR department to narrow down resumes for you. Enter: Zoho Recruit. Your one stop hiring tool to meet all of your recruitment needs.
Did you know that the 2019 release wave 2, scheduled for October, is actually available right now? It must be enabled manually and the other “preview features” in system settings. Instead, you can find the option to check out the new release in the new Power Platform Admin Center (https://admin.powerplatform.microsoft.com/). Keep reading to learn how to opt-in!
Have you ever needed to get someone’s attention in Teams? Mentions and normal chats not cutting it? Microsoft has a feature for that–no matter how urgent the need is. There are a few different urgency settings you can adjust when sending messages in a chat. Read More
Did you know that Outlook is capable of resizing/compressing any or all images embedded in an email? If you have ever had to send loads of screenshots, only to have the email be way too large, keep reading to learn how to compress all of those images at once. Read More
Microsoft recently added different calendar views to Teams that really improve the calendar experience. Speaking of Teams Calendars–an out-of-the-box solution for group calendars has been confirmed and is currently in testing! I am hoping that the new calendar views are also hinting toward the group calendar feature rolling out soon. In the meantime, check out the new views for your personal calendar below.
There may be times you want to require a field on one layout and not another. This can occur when record types are being used. Some fields may be needed for one type but not the other. Read More
When using Lighting the Activities Sidebar can be customized to fit your needs. Tabs (e.g., New Task, New Event, Log a Call, and Email) can be added, removed and reordered. For Actions that will not be used, such as Email from Salesforce, the tab can be removed to eliminate confusion. Read More
