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.
Thanks for stopping by! Read on for a helping of company news, Zoho-related tidbits, and other stories we found interesting.
Field service companies face several unique challenges—from measuring and tracking job performance to scheduling and routing technicians to customer sites, numerous moving parts go into running a successful business.
With customer relationships at the core of any service-based business, field service companies need CRM software to manage leads, scheduling, invoicing, and
On the surface, the benefits of a CRM tool seem obvious—it’s designed to help businesses better manage customer relationships, resulting in more organized contacts, streamlined processes and workflows, and an improved customer experience.
But when it comes to migrating your legacy system to a new CRM, the process is often anything
Companies turn to Zoho CRM for plenty of different reasons, whether they want to scale their operations or they’re aiming to improve efficiency or manage costs. And in most of these situations, Zoho CRM is a great choice—it’s incredibly robust, cost-effective, and offers plenty of automation features to help streamline
Zoho Books, a cloud-based accounting software, allows businesses to easily manage their finances and automate their workflows through a rich set of features and an intuitive user interface.
With the Zoho Books API, companies can integrate Zoho Books with other Zoho apps and third-party software to increase its functionality and streamline
Any project management solution comes with pros and cons. But if your company has committed to agile project management workflows, Zoho Sprints is worth serious consideration.
Not sure what agile project management is or how it works? In this guide, we’ll take a closer look at Zoho agile project management practices,
Zoho Contracts is a comprehensive platform that allows businesses to streamline the contract process, facilitating everything from contract signings to contract workflows and transition management during contract changes.
But how exactly does Zoho Contracts work in practice, and how does it benefit your business? Here’s how Zoho Contracts makes the contract
The decision to transition between customer relationship management (CRM) programs shouldn’t be made lightly. In fact, data migration—the aspect we’ll focus on in this article—is only one step in the process. Successfully migrating from one CRM to another involves both strategic planning and execution work to ensure a seamless transition.
That
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
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
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