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.

14 June 2017

Zoho’s System Security Capabilities – What You Need To Know

By: Nicole van ZantenCategory: Zoho CRM Comments: 0

When it comes to security with online software, you’ve likely heard it all. “Change your passwords”, says your Information Technology group. “Don’t connect to public Wi-Fi”, your colleagues suggest. Yet, with your CRM – Zoho, specifically – we are lucky that the platform has built-in, ready-made capabilities that will protect

07 June 2017

Zoho Sales Qualification Process – What is it and why should I have one?

By: Nicole van ZantenCategory: Zoho CRM Comments: 0

When your pipeline within Zoho is expanding and you’re building for the future, you might face the challenge of “bad leads” – leads that aren’t qualified for your business, or perhaps aren’t ready to purchase your services or products. Without a Zoho Sales Qualification process, you might simply be deleting these

28 May 2017

Sales Pipeline Velocity – What Is It, and Why Is It Relevant?

By: Nicole van ZantenCategory: Zoho CRM Comments: 0

Picture this: You’re closing deals because of your hard work ethic and quality pipeline. You’ve placed a great deal of emphasis on your sales strategy over the last year, and results are really paying off. Yet, you want to go one step further – you want to understand how quickly

23 May 2017

Here’s Why Slack Integration With Zoho Is A Must-Have

By: Nicole van ZantenCategory: Zoho CRM Comments: 0

When it comes to working more efficiently and closing bigger deals for your business, there’s no doubt that having a CRM for your team is essential. Yet, many companies go a few steps beyond exclusively using a CRM, and also include integrations and add-ons to scale their efficiency. One of our favorite third party

10 May 2017

Why Scoring Rules are Awesome

By: Nicole van ZantenCategory: Zoho CRM Comments: 0

When it comes to sales outreach and performance, there are a plethora of options to help managers and leaders alike in hitting goals and reaching targets; yet, time is always of the essence. Does your team have enough time to prospect and qualify each and every lead? Do you have

11 April 2017

Zoho CRM Blueprint – The Blueprint to Sales Success

By: Jeremy MozlinCategory: Zoho CRM Comments: 0

Zoho CRM Blueprint – The Blueprint to Sales Success
Hello, everyone! This is the second post in a series on the latest new offerings in the realm of Zoho CRM. Zoho has chosen to focus heavily on sales automation for this round of upgrades, and with good reason: as CRM is

30 March 2017

Introducing Zia, Zoho CRM’s AI-powered assistant

By: Jeremy MozlinCategory: Zoho CRM Comments: 0

Howdy, you zany, tech-minded readers. This blog’s been a little quiet lately… and, rather than bore you with my very personal story of wearing 19 different hats, solving global hunger, and curing cancer, I figure I should just get down to business and tell you about some new Zoho offerings,

27 February 2017

3 Ways the DIY Zoho QuickBooks Integration Gives You Control

By: Jeremy MozlinCategory: Zoho Integrations Comments: 0

If you’re any sort of follower of this site, you already know that we provide an integration between Zoho CRM and QuickBooks – for both Desktop and Online versions of QuickBooks.

However, you may not have known that our new version of the integration is totally do-it-yourself and gives you a

17 November 2016

Migrating (Data) from Salesforce to Zoho | 3 Things to Know

By: Jeremy MozlinCategory: Zoho CRM Comments: 0

Lately, we’ve been getting a good number of questions about moving from Salesforce to Zoho CRM: namely, questions about migrating data between the two platforms.

I’m talking about things like:

Does it all transfer from system to system the right way, or do things get lost in translation?
Does it take

17 October 2016

Increase Zoho CRM Adoption – Use Tooltips

By: Jeremy MozlinCategory: Zoho CRM Comments: 0

Zoho CRM Tooltips: the three-in-one helper that’s brand new to the CRM
If you’ve ever had to force an entire team to start using a new piece of business software, you know what a pain it can be.

Not only can your team not read your mind (so they just don’t know