Zoho CRM
Zoho Case Study – CG Arena – Zoho CRM
This Zoho case study about CG Arena using Zoho CRM highlights the benefits of moving from spreadsheets and manually tracking activities to an automated and integrated process. CG Arena had a number of specific challenges – “It was challenging to keep up with all the different people visiting the gym, we needed a better way of[…]
Zoho CRM Subscription Changes
Zoho CRM subscription changes (January 2015) existing customers will still continue to pay as per existing plan. This will be applicable for new purchases. Zoho Free Edition increases the number of free Users from 3 to 10. Zoho Standard Edition increases to $ 15 per User per month, or $ 144 per User per[…]
How To Pull Linkedin Contacts Into Zoho CRM
Introducing Cloutex for Chrome. Cloutex is a free plugin for Google Chrome that allows you to pull data from your Linkedin account to your Zoho CRM Account. Simply login to your Linkedin account, find the contact and click the Red X beside their name. A pop up box is loaded with the captured details (depends[…]
Integration between Zoho CRM and Zoho Projects
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[…]
Free Seminar – Growing Your Business With Zoho CRM
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[…]
Following up on sales activities with Zoho CRM
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[…]
Getting Started With Zoho CRM – Video
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[…]