Why Job Descriptions and SOPs Come Before Any New CRM or AI Tool

Why Job Descriptions and SOPs Come Before Any New CRM or AI Tool Buying a new tool feels like progress. There’s a demo, a launch date, maybe a little excitement on the team. But I’ve spent more than nine years implementing CRMs, and I can tell you the...

Signs Your Business Has Outgrown How It Operates

Signs Your Business Has Outgrown How It Operates If you’ve ever said “we just need a better system,” I want you to pause for a second. In more than 25 years of working on business strategy, I’ve heard that sentence more times than I can count....

Zoho Social + Zoho CRM: Turning Social Engagement Into Sales Pipeline

Zoho Social + Zoho CRM: Turning Social Engagement Into Sales Pipeline We’ve spent this series covering how Zoho Social handles publishing, monitoring, analytics, and team workflows on their own. This closing post covers the feature that, for a lot of businesses,...

Team Collaboration and Approval Workflows in Zoho Social

Team Collaboration and Approval Workflows in Zoho Social The bigger a team gets, the more social media becomes a coordination problem, not a content problem. Someone drafts a post, someone else needs to check it against brand guidelines, and a third person might need...