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.

26 January 2023

Zoho CRM vs. Hubspot for Field Service Companies

By: DarcieCategory: Job Costing, Zoho CRM, Zoho One Comments: 0

Construction,And,Structure,Concept,Of,Engineer,Or,Architect,Meeting,For

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

23 January 2023

How CRM Consultants Help You Migrate Your Legacy System

By: DarcieCategory: Zoho CRM, Zoho Features, Zoho Partners Comments: 0

Business,Man,Making,A,Presentation,At,Office.,Business,Executive,Delivering

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

21 December 2022

How Zoho Partners Like ZBrains Help Simplify Your CRM

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

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

17 December 2022

What is the Zoho Books API and How Do I Use It?

By: DarcieCategory: Zoho Books Comments: 0

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

15 December 2022

Zoho Agile Project Management: Using Zoho Sprints

By: DarcieCategory: Zoho Projects, Zoho Sprints Comments: 0

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,

06 December 2022

Using Zoho Contracts to Streamline Your Contract Process

By: DarcieCategory: Zoho Contracts Comments: 0

Business,People,Negotiating,A,Contract.,Human,Hands,Working,With,Documents

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

19 October 2022

How Do I Migrate Data from Hubspot to Zoho CRM?

By: DarcieCategory: Certified Zoho Consultants, Zoho CRMLast Updated: December 6, 2022 Comments: 0

Close,Up,Thoughtful,African,American,Man,Using,Laptop,,Typing,On

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

22 September 2022

How to Connect Facebook Lead Ads to Zoho CRM

By: DarcieCategory: Zoho Analytics, Zoho Campaigns, Zoho CRM, Zoho MarketingHubLast Updated: December 6, 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