Zoho CRM Record View: Personalize, Organize, Simplify

What is Zoho Vault? Zoho Vault is an easy-to-use secure password manager that manages your passwords and autofills them across websites and applications. Vault also stores notes and other confidential data. This reliable password manager can be used by individuals, teams, and companies. 5 Zoho Vault Features Secure Passwords:Store all ...

What should a company do to prepare for a recession? Ever wondered how to survive a recession? Did you think that was even possible? Not only can you survive a recession but you can also benefit from it whether the market slows down or falls into a deep recession. How ...

How do hackers access your account? Individuals and business face account hacking on a daily basis. This can cause a great deal of inconvenience and risk of losing important data. I will share my top 3 tips to protect your accounts but first, I will go over the ways a ...

What is Affiliate Marketing? Affiliate marketing is a process in which an affiliate earns a commission from marketing another person’s/businesses products or services. An affiliate promotes the product/service on their website, customers click on the product/service which in turn converts to a sale, the company then pays the affiliate. The ...

Learn How To Code Deluge for Zoho CRM We are excited to announce the release of our NEW Zoho Deluge training program to the public. Until now the course was restricted to our VIP program. This is an on-demand course that is created for anyone that is interested in learning ...

Zoho CRM Calendar You can manage your schedule, set up calls and meetings with Zoho CRM Calendar. Zoho CRM can be synced with your Zoho calendar by using two-way sync which is a secure authentication token to communicate between the applications. You can also create events from Zoho CRM to ...

Are You Hiring Zoho CRM Developer? What You Need To Know! When you hire people, you will need to know how to qualify them. You need to make sure that the person working within the CRM are Zoho CRM experts. Your CRM will contain very important information about your business: ...

Zoho CRM For Beginners and For Those Interested in Learning More What is Zoho CRM? A CRM is a Customer Relationship Management system. The term CRM is generally used to refer to CRM software – a tool that combines sales, marketing, and customer support activities into a single platform, as ...

Zoho CRM’s Lookup Field Previously, when using the Zoho CRM lookup field to search records, you had to enter the specific data for the record you were looking for. In this case, the lookup field is linked to the contact’s name. By entering the full name, you will be taken ...

Our Top 3 Zoho One Training Courses The Izik Academy was developed to assist small business owners in growing their businesses while also reducing their stress levels. Lior Izik has designed hundreds of CRM systems to help companies automate their processes, save personnel, and manage their businesses with over 15 ...

Bypass System Limitations For Zoho CRM Blueprint CRM blueprints are a kind of guide that your employees can use to carry out certain business processes. It automates procedures, validates them, and allows team collaboration, thereby increasing your efficiency and eliminating loopholes. A sales representative might call a client as an ...

What is Zoho One Plug and Play? Our new system is part of Zoho One. We have been working on this project for the past few years. It is a one-of-a-kind plug and play system for the service industry. It is a system that can be easily installed for you. ...

Zoho CRM Wizards Setup Zoho CRM Wizards are great because you can modify the fields to receive information specific to your company. Here are a few tips on how to get started. Creating a Wizard can be done in your Zoho CRM account by going to settings, customization, and then ...

Zoho CRM Tasks Zoho CRM Activities is one of the standard modules in Zoho CRM. There are 3 sub-components: Tasks, Meetings and Calls. When you enter any type of record in the CRM there are two sections (on the left side) one named open activities and the other closed activities. ...

Zoho CRM Portals Zoho CRM Client Portals has released an update that is beneficial to your business. The client portal is a system that can be made accessible to clients, partners, or vendors. Clients, partners, and vendors can view parts of your CRM based on their permissions. They can also ...

The # 1 Proven Marketing Strategy The best marketing strategy is simple! Really! Businesses have been known to purchase email lists in order to bombard other companies with offers. The results are always poor and do not produce great results. If you take into consideration the cost of the list ...