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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.

 

Zoho CRM vs. Hubspot for Field Service Companies

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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

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

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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

Using Zoho Contracts to Streamline Your Contract Process

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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

How Do I Migrate Data from Hubspot to Zoho CRM?

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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

How to Connect Facebook Lead Ads to Zoho CRM

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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

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

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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