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An introduction about “field” in Zoho CRM
- July 24, 2018
- Posted by: Anjana Agarwal
- Category: Software, Zoho
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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: Abhiyash Narvariya
- Category: Zoho
Are you finding it difficult to select the Zoho package that best fits your Business Process or confused about which package to select based on requirements v budget? We have done the hard work for you, below you will find a list of comparisons between various Zoho Packages/Editions that will help you make the right
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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: Abhiyash Narvariya
- 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: Abhiyash Narvariya
- 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: Abhiyash Narvariya
- 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
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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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8 Reasons why a Customer Relationship Management system is essential for future Business.
- February 20, 2017
- Posted by: Aman Thakral
- Category: General
A Customer Relationship Management system is one of the essential components for any company. Whether it is a small scale organization or medium scaled organisation, a CRM will help your firm move to the next level. The one-stop solution for client management has a number of benefits. Let us go through some of these: Client
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How to enter Leads in Zoho CRM?
- December 21, 2016
- Posted by: Rohit Thakral
- Category: Zoho
“ Either Big or small, all business needs have to learn how to effectively handle leads they generate from marketing campaign not just to close a deal but also improve brand following and loyalty among customers.” Leads are raw data collected about an individual person or of an organization from email campaigns, trade
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Zoho CRM vs Insightly CRM
- December 10, 2016
- Posted by: Rohit Thakral
- Category: General
Zoho CRM is nearly cost half the cost of our competitors available in the market with almost all the features that they claim to have. It is a cloud-based software for managing your business and customer relationship in a better way. All your organization-wide sales, marketing, medstore customer support, and inventory management functions get streamlined
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