CRM

Are You Connected To All Your Clients In The Right Way?

Matt, one of the most popular stockbrokers in his town, has three clients named Karen, Aaron, and Carla. Each client has a different profession, a...

Zoho CRM 2 min read

Announcing the launch of our new webinar series

We are excited to announce our next series of webinars that are designed to educate both current and new users of Zoho CRM on CRM...

Zoho CRM 3 min read

Why your sales team needs finance reports

You might have your sales data in Zoho CRM and finance data in Zoho Books. The question is how to combine and analyze both data...

Zoho Reports 3 min read

How to Handle Multiple Processes with One CRM Account

The ultimate goal of technology is to make lives simpler. Software is used to automate processes. While automation might be simple when there is a...

Zoho CRM 2 min read

Dear Brands, Please Use a Social Media Tool that Talks to Your CRM

Whenever I run into a problem with a service I frequently use, I try to reach out to the brand on social media. This is not just so I can (hopefully) find a solution to the problem, but I also do it to see how that brand handles social media interactions with regular customers.

3 min read

Design Company Doubles Recurring Income After Implementing Zoho CRM

INDUSTRY: Design SIZE: 51-200 employees TYPE: Private The Netmen Corp was founded 15 years ago as an online graphic and web design agency offering logo creation,...

Zoho CRM 2 min read

Count on it: The all new integration between Zoho Finance and Zoho CRM.

As┬átwo of the busiest departments in any business, Sales teams and Finance teams often find it difficult to work with each other–not because they don’t...

Zoho Expense 2 min read

Publishing Company Transforms Its Sales Management Process With Zoho CRM

INDUSTRY : Publishing SIZE: 51-200 employees TYPE: Private MARCOA Publishing Inc. has been setting industry standards in publishing from their San Diego headquarters for half...

Zoho CRM 2 min read

iOS 10 is great for salespeople. Here’s why:

We’ve been raving about all of the features of iOS 10 because Apple has updated its software to let you really work from anywhere. Now,...

Zoho CRM 3 min read

Ready to sell on the go?

Sales is all about closing deals and generating revenue. You don’t accomplish this by making calls and sending emails from the comfort of your desk....

Zoho CRM 2 min read