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.

24 July 2018

Stop Quoting This Way (Unless You Like Wasting Time)

By: james converseCategory: Uncategorized

The Onset of Dread
Don’t you hate it when you walk into work and, before your morning coffee even has a chance to settle –

BOOM

You’re inundated with tasks, and by the time you’ve come up for air, it’s already lunchtime. And, you’re still grinding away.

As part of a sales organization, you

24 July 2018

The Process of Improving your Business

By: james converseCategory: Zoho CRM

The only way to succeed is to put in your time and take your blows.
Employees will only work if you crack the whip around them.
If you’re leaving less than a cup of coffee, make a new pot or risk certain demise.

Most businesses have maxims they live by –

15 February 2018

Maximize Your Business Processes with Zoho Flow

By: Chelsea WhartonCategory: Certified Zoho Consultants, Zoho Flow

Maximize Business Processes with Zoho Flow

Even if it’s not immediately apparent, your business has all kinds of moving parts that contribute to its overall performance– and, sometimes one bad part can bring down the whole lot. Even if you have a suite of Zoho apps that function like a well-oiled machine, if you aren’t automating

01 February 2018

Zoho Forms Updates – Take Payments and More!

By: Chelsea WhartonCategory: Certified Zoho Consultants, Zoho Forms

If you use Zoho in any capacity, you know that the more information you have, the easier it is for you to sell to your clients – and, by the same token, the easier it is for your clients to give you information, the easier it is for you to

25 January 2018

The Zoho, ZBrains, and Field Service Relationship

By: Sarah MatlockCategory: Certified Zoho Consultants, Zoho CRM, Zoho Integrations

You may be wondering how these three things are related. Let’s begin by asking: What is Zoho, and who are ZBrains? Why are their offerings important to field services and improved customer experience?
What is Zoho?
Zoho is a cloud-based business suite geared to optimize your business by automating processes. Zoho encompasses

20 January 2018

Zoho + WordPress New Lead Magnet

By: Sarah MatlockCategory: Certified Zoho Consultants, Zoho CRM

Your business’ website provides clients, or potential clients, with the best information for them to make informed decisions. There are many ways for them to land on your page, but do you have a sense for why they are landing there? For example, are they researching their options, or are

17 January 2018

Scale Your Business to Excellence with Zoho ERP

By: Sarah MatlockCategory: Certified Zoho Consultants, Zoho Creator

When it comes to scaling your business with Zoho, lots of kinds of businesses have a good trajectory – but, that’s not always the case for manufacturers and distributors. Out of the box, many of Zoho’s apps, even Zoho Books and Inventory, simply don’t stand up to the customization needs

12 January 2018

Zoho Projects – Enhanced Dependencies & Gantt Chart

By: Sarah MatlockCategory: Certified Zoho Consultants, Zoho Projects

Before project-based business software headed to the cloud and became the flexible family of apps we know today – like Zoho – lots of companies were forced to bend to the will of their software, and had procedural problems because of that. Businesses handling lots of projects have been hampered

10 January 2018

Sales Process Simplified with ZBrains Commission Calculator

By: Sarah MatlockCategory: Commission Calculator

4 ways the commission calculator saves time.

When it comes to keeping your business afloat, there’s something that’s even more important than improving sales or internal processes: paying your employees on time. Of course, employees who aren’t paid on time generally aren’t so thrilled to be working, and even businesses with the most efficient processes can suffer