When your business revolves around selling goods to consumers, the most important thing is managing those goods! Zoho Inventory makes that a very easy task. So why use an inventory management system? Savings! When you have an inventory management system, you can greatly reduce your company’s carrying costs. If you are able to keep track of how much inventory you have, what you need, and what you have in overstock, you can move your inventory quickly and easily. So why use Zoho Inventory as your management system? Here are five reasons why…
Twitter, Instagram, Facebook, WordPress, Snapchat, Tumblr…. it would be naive to say that social media isn’t an important way to market and connect with your customers in 2019. Even the most skilled marketing manager may have difficulties keeping up with your social media presence. There are so many platforms to produce content for, and each one needs to be different. You need to wittily market your latest project in under 280 characters for twitter, and then post a perfectly framed and edited photo for Instagram. Beyond having the “perfect” content, most consumers are demanding that you produce it consistently. It can make your head spin! How can you organize it all? Enter- Zoho Social, a program on the Zoho One platform that easily helps you manage and organize your business’ social media presence.
We spoke in a previous blog post about the most efficient way to set up a custom module in Zoho CRM. Today what we are going to talk about are the Zoho custom field types that are available when you create your own module. Once you create your module, it’s important to understand the different custom field types that Zoho has to offer. There are a lot of ways you can customize your modules, so let’s review them together.
Zoho has many great out of the box modules. But sometimes businesses may find that they want to customize the content of those modules, or even create new modules all together. One of the things that make this program so create is that Zoho allows you to customize modules to meet you needs. This process can be a little tricky, so here are some tips to navigate through Zoho Custom Modules.
Every business has a way they like to do things… a workflow, as many people may refer to it. In Zoho CRM, the term workflow gets a bit confusing. We’ve spoken before on here about workflow and automation in Zoho CRM and how it has a different meaning in this program. In the world of Zoho, workflow is an action that you can automate. So what if you want Zoho CRM to guide your employees through established business procedures? Enter: Zoho CRM Blueprints.
Zoho offers many programs on their platform. Arguably their most successful one is Zoho CRM. But what if you don’t need all of the features of a CRM? Maybe you are just looking for somewhere to keep your contacts, and manage your tasks and deals. Having a tool that allows you to organize your contacts and clients allows for better customer relationships. Enter Zoho Contact Manager. Both programs can be very helpful to your business, but there are some key differences and similarities. Let’s review them before you decide which program to use.
This tip is an oldie-but-goodie. If you want to categorize or color-code your emails and appointments, you’ll have to customize the Categories in Outlook. Please note that categories are easiest used with Exchange mailboxes, though it is possible to assign keyboard shortcuts to categories and assign them to non-Exchange mail that way. Read More
Microsoft is making it easier than ever to preview upcoming features in the Outlook desktop application! One toggle is all it takes, though you need to restart Outlook to load the preview features. Read More
Maybe this sounds familiar–you were chatting with a colleague in Microsoft Teams, and they sent a file via a private chat. It was so long ago that you can’t recall exactly when it was sent, who actually sent it, and can’t find the file in the Microsoft Teams search. While Microsoft hasn’t added this ability to Teams yet, there is a workaround… Read More
The theme of this round of blog posts has been the new user interface. This final tip is for Administrators looking to manage UI settings for the entire organization. Dynamics allows administrators to force the use of the Unified Interface, or permit the use of the legacy interface.
