Workflows in CRM System

Workflows in CRM allow you to automate simple and complex business processes within CRM. Workflow processes run in the background or in real-time and can optionally require a user input. Workflows can be triggered based on specific conditions or can even be started manually by the users. …

Reasons to have CRM for Real Estate

We’ve all heard about CRM, which stands for Customer Relationship Management. As a realtor or any real estate developer, it is necessary to keep the clients satisfied. When you are starting your business, it's easier to maintain 30-50 clients, but when more clients are added, it gets tougher. …

Five remote sales trends observed in Zoho CRM

In 2020, workplaces across the world witnessed a transformation. Newer platforms, strategies, and processes were introduced. Salespeople also started adapting to the new ways of doing business, using the Zoho CRM solution to their advantage. …

Work smarter with these productivity tools in Zoho CRM

Imagine you have a bowl of your favorite ice cream. You are enjoying every spoon of it when you see additional toppings like cookies, chocolate chips, nuts, cherries, hot fudge sauce, and caramel. You can add any of the toppings to enhance the taste of your ice cream - which one will you choose? …

Zoho CRM Integrations with Other Zoho Apps

Customers are important for any business organization. Every company, whether small, medium or large, invests a lot of time and money to nurture their customers using a Customer Relationship Management (CRM) solution. …

How Zoho People Simplifies the Work of An Organization?

Small businesses track their employees using spreadsheets and other tools. However, as firms grow, managing employees manually becomes cumbersome. The role of HR is crucial in a company since they balance the workforce. …

Facial Recognition: New Exciting Feature for Zoho People

Zoho People is the complete online HR solution. It makes people management easier for businesses. The recent update to the software is the highly requested Facial Recognition. …

For smarter sales and happier customers — Introducing Pipedrive for Zoho Desk

When your customer support team has a dialogue with the customer, it isn’t for the first time that the customer is interacting with your brand. The customer has interacted with the sales representatives several times at the time of onboarding and purchasing. In each of these interactions, additional information about the customer is acquired, helping you understand them better. …

Invoicing and Estimating from Start to Finish in Zoho Books

If you want to make your billing and accounting hassle-free, you require Zoho Books for small business. The platform allows you to move from a deal memo to an invoice in just a few clicks. Moreover, you can create accurate estimates and send bills to more businesses with better invoicing management. …

Six Practical Ways to Improve Sales by Automating your CRM Workflows

Automation within your sales team helps to maximize results and minimize effort. Here are six effective automation ideas that are guaranteed to deliver results while reducing your workload…

How an effective onboarding system benefits your organization?

Onboarding is the process of integrating a new hire into the organization and familiarizing him or her with the work environment. Through this administrative process, the new employee acquires the required skills, knowledge, tools, and attitudes to effectively contribute and make a difference to the organization.…

Power up your Unified Business Analytics with Robust Data Pipelines

In recent times, organizations started using business applications in unprecedented numbers. Consequently, Unified Business Analytics (UBA) is growing as a popular data strategy. It enables organizations to discover complete business insights. Furthermore, data pipelines play a vital role in enhancing the performance of this unified ecosystem.…

Now Prepare Client Quotation Within CRM

Are you struggling to prepare a client quotation? Do you need an easy-to-use, automatic quotation or proforma invoice template? You can now avail the best CRM solution for small business and prepare quotes from deals in just a few clicks.…

Create Distinct Sales Pipeline for Different Processes

One of the most crucial factors determining the success of any organization is sales. Business owners must track and oversee every deal to ensure that none is slipping out of their hands.But how can they do so?…

Get your Sales Team Remote Ready

The Covid-19 pandemic has impacted businesses in different ways. Companies are adopting remote working environments, increasing the demand for the best software to manage business operations efficiently. As sales teams move towards remote working capabilities, managing the different…

Smarter Forms for Efficient Sales Team

Any business organization requires customer information. Using the features of the right CRM tool, your sales team can capture information from customers and potential leads. The acquisition of this information is streamlined through a sequence of forms…

6 Reasons Your Small Business Needs CRM

Customers are, undoubtedly, the most important asset for any business. Without customers, you will not be in a position to give out employee salaries and the bills. In the absence of today’s ever-changing technologies, a business owner interacted with customers on a one-on-one basis and…

Gain More Insight Into Sales With 3 Types of CRM Reports

Gain More Insight Into Sales With 3 Types of CRM ReportsEvery organization tries to analyze what worked in the closure of deals. This analysis brings in many questions: Accurate numbers can help to answer these questions. As a Zoho CRM implementation partner, we help you…