When you’re running a growing business, approvals—for discounts, expenses, deals, or proposals—can become bottlenecks if not properly managed. Sales reps wait for manager sign-off, managers juggle emails and spreadsheets, and opportunities get delayed. Zoho CRM’s...
In today’s competitive market, your sales team doesn’t just need leads—they need qualified leads. That’s where Scoring Rules in Zoho CRM come in. Scoring Rules allow you to quantify lead quality by assigning points to various attributes and actions, helping your team...
Zoho’s Kiosk Studio is a no-code builder that lets admins create interactive, guided screens and actions directly in Zoho CRM. Think of it as a way to design mini-apps—custom UI screens + logic—that help users (and even customers or vendors) complete tasks quickly...
In today’s fast-paced business world, opportunities to connect with customers happen everywhere—at trade shows, retail locations, networking events, and conferences. But collecting leads in these dynamic environments can get messy: business cards pile up, forms get...
In today’s competitive market, consistent follow-up is everything. Whether you’re nurturing new leads, re-engaging old prospects, or keeping customers in the loop, a well-structured communication plan is key. That’s where Zoho CRM Cadences come in. Cadences give your...
Customer retention is the lifeblood of any growing business. While acquiring new customers is crucial, keeping existing ones happy is far more cost-effective—and profitable. But how do you know which customers are slipping away before it’s too late? With AI-powered...
