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.

23 November 2020

Process Makes Perfect: Features of Business Process Analysis Design that Leads to Successful Implementations

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

If you’ve found this article, there’s a good chance that you already know Zoho is a viable solution for your business. Perhaps you’re just not sure how to implement. In a slightly worse-case scenario, you need to repair after a failed implementation. Zoho capabilities are wide-ranging, so finding the optimal

18 November 2020

What’s the difference between an estimate and a quote in Zoho?

By: DarcieCategory: Zoho Books, Zoho CRM Comments: 0

difference between quotes and estimates in Zoho

When it comes to your business – and it’s true for the clients we work with here at ZBrains – one of the primary things you want and need to do in your CRM or ERP system is to create quotes and/or estimates. It’s a concise way to share your

09 November 2020

Zoho Updates, New Features, and Issues | November 2020

By: DarcieCategory: Certified Zoho Consultants, Zoho Books, Zoho Bugs, Zoho Corporation, Zoho CRM, Zoho Features Comments: 0

Again in the past month, we’ve seen a lot of changes, updates, and bug fixes in Zoho; most notably Creator. Be sure not to miss the additional critical notes on Creator to ensure your systems continue running smoothly.

We’d love to know if this update is useful for you. Let us

19 October 2020

How to Design Solutions to Business Problems for Every Department with Zoho

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

designing solutions to business problems with Zoho

Regardless of your industry, there’s a good chance your organization has multiple departments working together to keep business rolling ahead. This includes Operations, Finance, Sales, Marketing, Customer Service, and maybe you have others, too. We’re here to share that it’s more straightforward than you might have thought to implement or

16 October 2020

How Zoho Can Solve Business Problems for Manufacturing and Distribution Companies

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

In this article, we’ll look at how to solve business problems around three common issues we’ve seen impact others in your industry and share some ideas that have been successful for them. Zoho solves business problems for many types of businesses, but Distribution and Manufacturing by the nature of their

12 October 2020

Creative Thinking to Solve Business Problems for Field Services and Construction with Zoho Applications

By: DarcieCategory: Certified Zoho Consultants, Zoho AppCreator, Zoho Books, Zoho Creator, Zoho CRM, Zoho ERP Comments: 0

It’s important to act on creative thinking to solve business problems to stay on top in field services and construction. Your industry might have standard KPI’s and processes that “work for everyone.” However, as business owners and operators we know it’s our job to ensure that we’re constantly innovating, improving,

07 October 2020

Business Problem Solving for Tech & SaaS with Zoho Solutions

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

As a Technology and SaaS company, you’re managing leads, sales, deals, and likely managing subscriptions. Perhaps you are even using Zoho apps to do it. With Zoho CRM, Zoho Desk, Zoho Subscriptions, and Zoho Books implementations, capturing your data across the business is covered. It’s a great start to business

06 October 2020

Zoho Updates, New Features, and Issues | October 2020

By: DarcieCategory: Certified Zoho Consultants, Zoho Bugs, Zoho Corporation, Zoho Features Comments: 0

As you likely know through experience, Zoho is a diverse and dynamic ecosystem of applications and is constantly updated and improved. While we know that not every change will immediately improve your system, we’re striving to ensure that the most up to date information about Zoho Updates is available and

01 October 2020

Zia and Zoho CRM: How AI Can Up Your CRM Game

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

Today we want to introduce you to Zia, Zoho CRM’s AI-driven conversational assistant who you can chat with via text or voice, and who can provide sales insights or even remind you of tasks. This is just the start of what Zia can do. In this article we’ll cover:

Spending

08 September 2020

Zoho’s BackToWork Apps Free Until End of 2020

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

Zoho has a mission to help businesses keep on track, especially during this uncertain time. Now they’re doing it again by offering the BackToWork apps free until 12/31/2020. We’ve sure experienced endless changes in 2020 and Zoho is primed to help. (You might remember they did so with Emergency Subscription