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Empower your business with the CRM-telephony integration
- September 16, 2019
- Posted by: Sangeeta Raheja
- Category: CRM
1 Comment
IP telephony delivers a number of advantages for businesses in terms of cost savings and trading. Enterprises have been quick in making the best of these advantages. The next logical step in line is to integrate cloud telephony and CRM. It would help organizations unleash the full potential of the technologies. It is the integration
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5 Advantages of Integrating Zoho CRM with SAP Business One ERP
- July 31, 2019
- Posted by: Aman Thakral
- Category: Zoho
One of our Zoho CRM customers decided to sync with ‘SAP Business One’ as he was juggling with the duo; So on our suggestion, they decided to go with our integration tool which provided them with overall efficiency boost with real-time data sync reducing their overhead costs including high-security measures. This enabled their systems a
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How to keep track of your WordPress blog posts in Zoho CRM?
- June 27, 2019
- Posted by: Sangeeta Raheja
- Category: CRM, Zoho
ZOHO CRM offers a lot of modules to its users for various purposes, and now it has a new module entry for its users who are active on WordPress. This new cool functionality on board in CRM allows WordPress users to keep a track of their blog posts on WordPress. Here the setup is pretty easy,
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An introduction about “field” in Zoho CRM
- July 24, 2018
- Posted by: Anjana Agarwal
- Category: Software, Zoho
When you are managing your CRM, then you would have some queries like what is field and what does it mean? How to edit and manage fields according to business requirements? Here is a detailed guide by Target Integration on “Field” in Zoho CRM. What is field in CRM? Fields are organized into records,
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Comparison of Zoho CRM Versions, Zoho CRM Pricing
- October 24, 2017
- Posted by: Aman Thakral
- Category: Zoho
With Zoho CRM, you can connect in real time with customers and prospects, across all channels. From email to phone, live chat, and even social media. SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media. You can bring all your channels
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Is your company an Application Zoo?
- September 25, 2017
- Posted by: Rohit Thakral
- Category: General
Did you find the title a bit intriguing? Well, it is probably a reality in your business too! Simply put, if you are using too many applications in your day to day business operations I would think that you are running an application zoo in your company! The technology was invented to make our life
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Zoho CRM
- August 5, 2017
- Posted by: Rohit Thakral
- Category: Products
Sell Smarter, Better and Faster with Zoho CRM. Zoho CRM assists you in closing more deals in less time. Zoho CRM Zoho CRM users multiple matrices to identify, attract and increase retention of a profitable customer. It compiles structured information on customers across different channels of the company. Zoho CRM lets you initiate multiple conversations -
Zoho One Applications
- July 29, 2017
- Posted by: Rohit Thakral
- Category: Zoho
Zoho One has all the applications to run your business. Get your work done from any browser, from anywhere. Zoho one provides with 35+ Integrated Business apps, Enterprise-level Editions, Mobile, Native Apps and Extras Included, Centralized Administrative Control, One Invoice for your Organisation, All in One Licensing Model, Must buy a license for every employee.
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Get a Quicker response using “Canned Messages” in Zoho SalesIQ
- June 27, 2017
- Posted by: Aman Thakral
- Category: Zoho
Do you want to deliver excellent personal customer support to your customers? Don’t worry, the secret weapon is canned messages. Canned messages are the predefined response to frequently asked questions. Due to the nature of live support chat, you have the ability to handle support requests in considerably less time with the perfect answer to your
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How to Organize “Tabs” in Zoho CRM
- June 8, 2017
- Posted by: Aman Thakral
- Category: Zoho
You can organise and display the modules according to your requirement in the organisation and hide the unwanted modules. For example, A recruitment company using Zoho CRM may not need Quotes or Invoice etc. Modules can also be re-ordered by moving them up and down in module tab list. Below are the steps to re-order
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What is the Difference Between Customization and Consultation
- June 6, 2017
- Posted by: Benin Thomas
- Category: General
CRM Consultation A consultant helps their client to understand how they would use CRM as a strategy to support their business objectives.Which involves understanding their current capabilities, mapping their desired future state and identifying their capability gap. The five main elements of CRM consultancy involves – Strategy, Data, Technology, Process and Culture. The work streams
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How to integrate Zoho with Gmail
- June 1, 2017
- Posted by: Aman Thakral
- Category: Zoho
Gmail is a widely known email application. As is the very popular Zoho. Chances are that if you have an account with both, you've thought about how to bring the two together. Are you looking to integrate Zoho with Gmail? If so, here is a guide for how to do just that: Sign into Gmail. Click -
How to Create Email Alerts to Non-Zoho CRM Recipients
- May 10, 2017
- Posted by: Benin Thomas
- Category: General
In Zoho CRM you can send automated emails as well as manual e-mail alerts to additional recipients who are not in the CRM contact list or user List. Follow the following steps to add additional recipients; Go to “Setup” click “Workflows Rules” click “Create Rule”. Under “Email Alerts” Enter the email addresses separated by a
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8 Reasons why CRM is a success factor for SMEs
- April 11, 2017
- Posted by: Aman Thakral
- Category: General
CRM works towards keeping your current and potential customers happy, this is especially true for small and medium enterprises where customer satisfaction is of primary importance. CRM has a number of different benefits on the growth of the business which ultimately lead to improving customer relations and increasing sales. How does CRM really help your
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ZOHO Deduplicate – One Click to Merge All
- March 7, 2017
- Posted by: Rohit Thakral
- Category: Zoho
The title itself is a giveaway. You can have one or more duplicate records (customers) in your leads, contacts etc. The reason behind this could be one of the following; You recently imported Accounts & Contacts into Zoho CRM and there are duplicate customers names. Unknowingly you & your colleague created the same contact under
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