What is Zoho CRM Telephony Integration? Zoho CRM Telephony Integration is an integration that connects a Lead or Contact record to your phone system. This allows you to do a number of actions: Click on a contact’s phone number to make a phone call Screen pop a contacts record when a phone call is received Assign[…]
CRM View For Activities The CRM View for Activities in Zoho CRM is available for the tasks, events and calls in the Activities module. A clear view of the type of tasks and the priority would give sales individuals a helping hand in managing time and concentrating on what is most important. The view is[…]
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[…]
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[…]
Too Many To List! 14th of November Zoho announced significant changes to Zoho CRM. These updates and changes are more than little improvements, nice to haves or bug fixes. These new changes significantly improve the functionality and value of Zoho CRM. Social Media Integration You can now capture customer interactions from Facebook and Twitter[…]
Capturing data from a web site? If you are inputting a Lead into CRM there is a good chance that you will be compiling data from a webpage – Company Address, Website, Phone Numbers, etc. It can be tiresome and repetitive copy text, change tap, paste text, change tab and repeat. There must be an easier way?[…]