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Zoho Connect and Building Your Team

By CRM, Zoho, Zoho CRM, Zoho Tips

Zoho CRM trainingA solid and cohesive team is one of the most important things when you are building your business. If your employees work together and communicate well, projects run smoothly, staff morale is higher, overturn is lower, and people actually enjoy doing their work. While the Zoho suite has many ways to organize and streamline your business practices, it also has ways that you can encourage employees to engage and collaborate. Enter, Zoho Connect, a social media platform created for businesses to bring teams together.

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Dynamics 365: Bulk Edit Records

By Microsoft Dynamics CRM No Comments

Bulk editing a group of records is easy to do and can save quite a bit of time–as long as the edit you need to make is allowable in the Bulk Editing menu! You do not need to have the field you want to edit displayed in a given view, but any records you wish to edit must be displayed in the current view.  If your view has 300 records in it, you’ll have to perform the bulk edit once per page.  Keep reading to learn how to bulk edit records! Read More

5 Zoho Mail Sign-Up Tips

By CRM, Zoho, Zoho CRM, Zoho Tips

Zoho Mail sign-up tipsWhen Zoho says that it has millions of users, the company is really talking about its email software. Yes, there are plenty of people and companies who use its other business apps, but Zoho Mail is by far the company’s most popular application.  Here are five things you need to about it:

You can use it with any email software

Think of Zoho Mail like Gmail. When you sign up for an account, you can then use the email service through any browser and an any device you choose: from Apple to Google to Microsoft. There’s also a very strong mobile application.  But if you want to connect your existing email software, Outlook or any other, you can do that, too. Zoho Mail allows you to use it as an email server for your company as well, so you can keep your domain name when you send and receive emails from customers or others that you’re doing business with.

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