Showing articles from Rachael Socha

4 Things You Can Automate with Zoho CRM

July 11th, 2019

One of the greatest things about Zoho CRM is that there are many ways you can automate your day-to-day tasks. Automation helps you streamline your work, stay in touch with…


Zoho Sign Is Pretty Cool!

July 4th, 2019

There are many programs out there that allow you to attach your digital signature to documents, or receive digital signatures from clients. I would argue that if you use the…


Using Zoho Books: Is It The Right Software For You?

June 27th, 2019

There are so many different accounting programs that are out there for your small business. How do you sort through them all? It can be incredibly overwhelming to navigate the…


Organizing Zoho CRM Modules Using Tab Groups

June 21st, 2019

With out of the box, customization, and web tabs available to you in your Zoho CRM, your company could end up with A LOT of modules on your account. This…


Making Zoho Inventory Work For You

June 20th, 2019

When your business revolves around selling goods to consumers, the most important thing is managing those goods! Zoho Inventory makes that a very easy task. So why use an inventory…


Zoho Social: Managing Your Social Media

June 13th, 2019

Twitter, Instagram, Facebook, WordPress, Snapchat, Tumblr…. it would be naive to say that social media isn’t an important way to market and connect with your customers in 2019. Even the…


Zoho Custom Field Types in Zoho CRM

June 7th, 2019

We spoke in a previous blog post about the most efficient way to set up a custom module in Zoho CRM. Today what we are going to talk about are…


Tips for Zoho Custom Modules

June 6th, 2019

Zoho has many great out of the box modules. But sometimes businesses may find that they want to customize the content of those modules, or even create new modules all…


Making Zoho CRM Blueprints Work For You

May 31st, 2019

Every business has a way they like to do things… a workflow, as many people may refer to it. In Zoho CRM, the term workflow gets a bit confusing. We’ve…


Zoho Contact Manager vs. Zoho CRM

May 30th, 2019

Zoho offers many programs on their platform. Arguably their most successful one is Zoho CRM. But what if you don’t need all of the features of a CRM? Maybe you…