The Zoho CRM Consultants’ Blog

Thanks for stopping by! Read on for a helping of company news, Zoho-related tidbits, and other stories we found interesting.

22 September 2022

How to Connect Facebook Lead Ads to Zoho CRM

By: DarcieCategory: Zoho Analytics, Zoho Campaigns, Zoho CRM, Zoho MarketingHubLast Updated: September 23, 2022 Comments: 0

Lead generation is a critical aspect of any business strategy. The Facebook Lead Ads program—which involves capturing prospective customers’ information via social media—can be a user-friendly option for identifying and capturing new leads.

But for lead generation to be effective, it must be followed up with plenty of nurturing and analysis

05 August 2022

Zoho Desk Hot Topics: What is the Difference between Departments and Teams?

By: DarcieCategory: Zoho Desk, Zoho DeskLast Updated: August 16, 2022 Comments: 0

Running a help desk system provides tremendous business value by keeping customer requests from falling through the cracks, helping to improve the customer experience and lower churn. Working with a platform like Zoho Desk also benefits managers and executives, who can use support desk performance data to improve customer outcomes

03 August 2022

Zoho CRM and Analytics Reporting: A Quick Run-Through

By: DarcieCategory: Zoho Analytics, Zoho CRM, Zoho CRM, Zoho Reports, Zoho Reports Comments: 0

Of all the advantages of using Zoho, one of the most compelling is the platform’s simple, yet in-depth reporting applications.

Depending on what you need to report on, you may find that the basic reporting options built into Zoho CRM suffice. Alternatively (or, additionally), you can tap into the power of

13 July 2022

Choosing the Right Zoho App or Module for Your Marketing Campaign

By: DarcieCategory: Zoho Campaigns, Zoho Campaigns, Zoho CRM, Zoho CRMLast Updated: July 20, 2022 Comments: 0

We get this question all the time at ZBrains: what is the difference between Zoho CRM Campaigns, Zoho Campaigns, and Zoho Marketing Automation?

Although the names of these apps and modules are all quite similar, each has its own unique strengths. Let us take a closer look at how to use

06 October 2021

Zoho Updates, New Features, and Issues | October 2021

By: DarcieCategory: Certified Zoho Consultants, Zoho Bugs, Zoho CRM Comments: 0

Hello and welcome back to the Zoho Updates October 2021. In the past month, Zoho CRM has released a number of notable updates and improvements. In this digest you’ll find time saving new features, how CRM is making user experience better, and how Zoho Desk is making the ability to

23 September 2021

Zoho Writer: How-to & Tips Webinar

By: DarcieCategory: Certified Zoho Consultants, Zoho CRM, Zoho Sign, Zoho Writer Comments: 0

In less than 15 minutes, ZBrains Founder, James Converse shares Zoho Writer as it relates to Zoho CRM. The session includes information on:

How to use Writer and Zoho Sign to collect signatures on your quotes and other business documents.
You’ll see how to relate your Zoho Writer templates to

16 September 2021

What you should know about CRM Adoption

By: DarcieCategory: Certified Zoho Consultants, Zoho CRM Comments: 0

Is Your CRM Working for YOU?
Here’s what you should know about CRM adoption, to ensure that you are maximizing this tool.

It can be difficult, overwhelming, and time consuming for users to learn a new CRM system, and sometimes that’s even after training. Most organizations spend months or longer researching and

10 September 2021

Zoho Sandboxes in 10 Minutes or Less

By: DarcieCategory: Certified Zoho Consultants, Zoho BugsLast Updated: September 15, 2021 Comments: 0

In this quick webinar, ZBrains Founder, James Converse shares how sandboxes work, how to avoid common pitfalls, and briefly reviews how to set up Zoho sandboxes.

First, we’ll show you how to set up a sandbox test environment in Zoho CRM.
You’ll learn which functionalities from production exist in

02 September 2021

Zoho Updates, New Features, and Issues | September 2021

By: DarcieCategory: Certified Zoho Consultants, Zoho Bugs, Zoho CRM Comments: 0

Welcome back again to your Zoho Updates September 2021. In the past month, we’ve seen a number of improvements across Zoho Books and Zoho CRM. In this digest you’ll find time saving new features, how CRM is making user experiences even more customizable, and how Zoho Desk is making the

04 August 2021

Zoho Updates, New Features, and Issues | August 2021

By: DarcieCategory: Certified Zoho Consultants, Zoho Bugs, Zoho CRM Comments: 0

This month, we saw just a handful of new features and improvements in our Zoho Updates August 2021. These are primarily for Zoho CRM and Books, and there were a few bug fixes in Creator. We think you might be interested in the update regarding Zoho CRM attachments, and its