Introducing Zoho Projects Tab A new tab called “Zoho Projects” will be visible for the users who have the “View” permission in Zoho Projects Integration. Inside which you can see a complete Zoho Projects interface associated to the configured portal. Accounts – Client Mapping While you are integrating Zoho Projects with Zoho CRM, if there[…]
FlexableIT is hosting two free two hour workshop in the Colston Office Centre on the topic of “Growing Your Business – How to improve sales, cash-flow and profits – with CRM (Customer Relationship management)” You will gain an understanding of the key drivers of growth and answer some of the key business questions: Your customers are your[…]
In this video (6 minutes 20), you will learn how to focus on your day to day Sales activities within Zoho CRM Sales are typically focused on their Pipeline and Tasks. The customisable Home Tab can be used to pull data from the key modules to highlight the important data. Learn how to[…]
In this video, you will learn the basics of Zoho CRM. Starting with defining what CRM (Customer Relationship Management), why you need a CRM and the benefits of CRM. The video explains the basic terminology that Zoho uses when deploying Zoho CRM. What do the terms Leads, Contacts, Potentials mean? The video explains[…]
How can you measure ROI? A successful marketing campaign will utilise many channels over a set period of time. Then a lead generated by a campaign needs to be nurtured before a sale is complete. How do you attribute costs associated with marketing to a sale? How do you demonstrate that a campaign was a[…]
Advanced Partner Training Zoho has selected twenty worldwide Partners to attend Advanced Partner Training in Chennai, India and FlexableIT was selected to be one of them. Zoho’s headquarters and key development is based out of Chennai. This trip will mean not only a greater depth of understanding of Zoho’s portfolio but also closer links being[…]
Zoho and FlexableIT combined resources to promote Zoho’s portfolio of products – focusing on Zoho CRM and Zoho Campaigns at the recent Technology for Marketing and Advertising show in London. Product specialists and Product managers from Zoho were available for new and existing customers. The Zoho team were kept busy with a high number[…]
Web forms to Zoho CRM All websites and businesses use on-line forms – from simple contact forms, newsletter registration or surveys. Building these forms has usually been difficult and required a programmer to write the code for you. With Zoho CRM the process has been simplified so that someone with no technical skills can[…]
Zoho Campaigns Zoho Campaigns is Zoho’s e-mail marketing platform. Zoho Campaigns is a feature rich e-mail platform combining the standard features (E-mail templates, Drag and Drop E-Mail Building, Contact Management, Scheduling, etc.) With advanced features – Drip Campaigns, Social Media Integration, Event bright Campaigns, Facebook Page Marketing. Synchronise and Filter Build custom views to segment your[…]