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

Using Activities in Zoho CRM

By | CRM, Zoho Tips

Zoho Mail vs. Gmail: Differences and SimilaritiesZoho 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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Zoho Connect and Building Your Team

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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6 Great Ways to Use the Zoho Writer App

By | Features

6 Great Ways to Use the Zoho Writer AppThere are plenty of online word processing applications to use and I’m sure you’re probably familiar with the big names, like Microsoft Word in Office 365 or Google Docs. In fact, you’re probably using them right now. But think about it: Why?

If you’re already using Zoho One, you’ve got access to the Zoho Writer app. If your employees are creating typical business documents, then why not minimize headaches and help their productivity by getting rid of all those additional applications and having them use the Zoho Writer app? I can offer at least six uses of the application that would make sense right away.

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4 Essential Tips If You’re New To Zoho One Apps

By | Zoho Tips

4 Essential Tips If You're New To Zoho One AppsDid you just make an investment in Zoho One apps? You made a great choice. Now it’s time to consider how to best use those apps.

In the 25 years we’ve been implementing business applications we’ve been part of many, many successes.  Unfortunately, we’ve also been part of quite a few failures. Sometimes, these failures have been our fault.  Other times not. But the good news is that I’ve learned.

I’ve learned what people have done to succeed with their business applications—be it CRM, financial, collaboration, communication, or anything else that is included with a Zoho One apps subscription.

So, what have I learned? Four things, actually:

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