Oooooo… Dark Mode! And much more in the update for the Zoho Desk app on iOS 13. You get document scanning, contextual menus, and conversation shortcuts that allow you to use Siri to accomplish tasks in the app for you. Take a...
Keeping track of all your customer information can be difficult, but getting data out of your CRM can be an even bigger hassle. Most often you end up re-typing information into other systems, documents, etc. With Zoho CRM you can easily capture your leads, plus...
Ready to set up your email marketing campaign for the 2019 holidays? Zoho has just released a webinar on how you can set up your Zoho Campaigns to email new contacts, send out targeted personalized emails, and automate your campaign. Check it...
It looks like Google Hire is shutting down. The good news is there is an alternative! Zoho Recruit allows you to post and track jobs, recruit new employees, and utilize your businesses hiring processes. Best of all it can automate your hiring processes through...
People starting a new business are likely to use (and get quickly tied to) a spreadsheet to manage multiple issues with their business- keeping track of contacts, employees, projects, etc. So it’s no surprise that Zoho Sheets continues to be a top application for Zoho...
Let’s be honest with each other for a moment. No one likes doing paperwork for their business. It feels like a necessary evil. It doesn’t actually generate income, yet can eat into a lot of our work time. Part of the reason business owners seek me out for their CRM...
By now you may have noticed a new Zoho One interface! This was released on 9/12/19 and includes several new features that may really help you with your business workflow. Drag-and-Drop interface. Orchestly- A new Zoho app that allows Managers and Admins to create and...
Validation Rules in Zoho Desk allow you to implement field validation to keep the data you are collecting accurate. For a full description of this new feature CLICK...
Zoho CRM – Subform Conversion Mapping Subforms continue to evolve to offer more options and is quickly becoming a viable tool within the CRM. Earlier this year the capability to run reports from Subforms was added and now you can create a Subform and during...
Ready-to-Install Online Meeting Apps for Zoho CRM Recently the ability to tie in Zoho Meeting when creating an Event in Zoho CRM became an option, when creating your Event you can choose “Make this an online meeting” and it will create the Event in...
