How to Set Up Workflow in Zoho CRM

By | CRM, Zoho Tips

In a previous blog post I spoke about how you may use workflow in Zoho CRM. Today I am going back to basics, what even is a workflow anyway? Typically workflow means how you organize your work patterns, the flow of your work, so to speak. In Zoho CRM, workflow is an automation tool that will execute a certain action when a condition in the CRM is met. Essentially- you do something in your (i.e. create a new lead) and an automated action fires off (a welcome email is sent). Read More

Three Reasons You Should Use Activities in Zoho CRM

By | CRM, Zoho Tips

 

Zoho CRM is an amazing database to help any business keep track of your clients, deals, marketing campaigns and beyond.  I firmly believe that one of the most underutilized tools in this program is the “activities” feature. Activities in the Zoho CRM do it all, you can organize tasks, keep track of meetings, and schedule a follow up conversation with a new client. If you are looking to keep your records organized and detailed the Zoho CRM the activities feature is the way to go.

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A Step-by-Step Process to Pinpointing the Best Email Client

By | Featured | No Comments

By Emily Woodman for Mailbird


Which is better: a desktop email client or webmail? This question is so frequent that it has almost become preposterous, but is still lives on in its full glory. The internet is swarmed with hints and tips on why to choose one or the other, with both experts and average Joes claiming to have figured out the answer to the ultimate question of life, the universe and everything… at least when it comes to electronic messaging.

Chill out, folks! Both have their pros and cons, and the final decision is always personal and depends on preferences. Pretty much like with every life decision, big or small, people tend to make the best out of it, even when they lack the knowledge to make an educated guess. Trials and tribulations are, fortunately, not so vindictive when it comes to email clients, for a simple reason: every service has an alternative, and every alternative another one… and another. The cycle goes on indefinitely, really. Email is the most widely spread form of communication in today’s world; it is, hence, no wonder that every service minds the competition and keeps improving the offer.

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Building Your Team With Zoho Connect

By | Zoho Tips

Zoho CRM trainingA solid and cohesive team is one of the most important things when you are building your business. If your employees work together and communicate well, projects run smoothly, staff morale is higher, overturn is lower, and people actually enjoy doing their work. While the Zoho suite has many ways to organize and streamline your business practices, it also has ways that you can encourage employees to engage and collaborate. Enter, Zoho Connect, a social media platform created for businesses to bring teams together.

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Using Mail Merge With Zoho CRM

By | Uncategorized

One of the most useful tools in the Zoho CRM arsenal is the seamless way that Zoho integrates mail merge into their system. Mail merge is an automated way to pull names from your database and use them to personalize emails, letters, addresses, advertising and beyond. It’s one of the many ways that Zoho can help you run your business in an efficient manner but still give your users a personal customer experience.

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5 Zoho Mail Sign-Up Tips

By | Zoho Tips

Zoho Mail sign-up tipsWhen Zoho says that it has millions of users, the company is really talking about its email software. Yes, there are plenty of people and companies who use its other business apps, but Zoho Mail is by far the company’s most popular application.  Here are five things you need to about it:

You can use it with any email software

Think of Zoho Mail like Gmail. When you sign up for an account, you can then use the email service through any browser and an any device you choose: from Apple to Google to Microsoft. There’s also a very strong mobile application.  But if you want to connect your existing email software, Outlook or any other, you can do that, too. Zoho Mail allows you to use it as an email server for your company as well, so you can keep your domain name when you send and receive emails from customers or others that you’re doing business with.

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Zoho Mapping Fields and Lead Conversion

By | Zoho Tips

Tips on Zoho mapping fieldsWhen it comes to Zoho mapping fields and lead conversion mapping, there is a lot to learn. If you’ve attempted to map a custom field in a lead record to a standard field in either the deal, contact, or account record, you may have encountered a somewhat common issue that some Zoho CRM users come across: the matching field you’re looking for doesn’t show up as an option.

Troubleshooting issues with Zoho mapping fields

In order to solve this issue, the first step you’ll want to take is confirming that both fields are the same type of fields.

For instance, if you’re attempting to map a field that’s categorized as a single line field, these are the only types of fields that will show up in the target module as choices in the Zoho mapping fields screen.

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Why Zoho ContactManager May Make More Sense Than Zoho CRM

By | General

Why The Zoho ContactManager May Make More Sense Than Zoho CRMMany don’t realize this, but Zoho, the company best known for its CRM and other office productivity applications, also offers a contact management option called Zoho ContactManager.

Does this make sense? It may very well.  That’s because – and this may also come as a surprise – for many of our Zoho CRM clients, the Zoho ContactManager would be a better application for their business than a full-blown CRM product. Why? One word: overkill.

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Zoho Portal Tips: How to Use Zoho CRM

By | Zoho Tips

Zoho Portal Tips: How to Use Zoho CRMWhen it comes to their various apps and products, some of what’s offered through Zoho is more useful to individual business owners than others. If you need an easy way to provide database access to customers and vendors, you’ll want to read on for our Zoho portal tips.

Just last year, Zoho CRM introduced an exciting new Zoho feature, which allows users to give vendors and customers self-service access within Zoho CRM to all the information they need. If you’ve been using Zoho CRM already, you may find that this feature is fairly simple to set up and use.

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5 Reasons to Join Zoho CRM

By | CRM

Reasons to join Zoho CRMWhether you’re looking to join Zoho or another CRM service, there is a lot to consider. At The Marks Group, we sell and implement five Customer Relationship Management (CRM) applications and currently serve more than 600 companies who use these applications to increase their sales, improve customer service, and grow their profitability.  A good CRM system, when implemented properly, will ensure that important tasks are never falling through the cracks, critical information is being shared by everyone in your organization wherever they are, and the value of your company is increasing.

Like the millions who already use this great product, it may be right for your company. If you’re seriously looking to join Zoho CRM, then let me share these five reasons why you should consider doing so, based on the more than 90 clients we serve who have already purchased it.

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