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19 February 2024

Hubspot Migration: How to Migrate Data to Zoho CRM?

By: DarcieCategory: Certified Zoho Consultants, Zoho CRMLast Updated: December 17, 2024 Comments: 0

The decision to transition between customer relationship management (CRM) programs shouldn’t be made lightly. In fact, CRM 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

17 January 2024

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

By: DarcieCategory: Zoho BooksLast Updated: December 17, 2024 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

28 November 2023

How to Use Zoho Expense to Manage Your Business Expenses

By: DarcieCategory: Zoho ExpenseLast Updated: October 21, 2024 Comments: 0

Zoho Expense is an expense reporting software from Zoho’s suite of powerful cloud-based business apps. It enables businesses to quickly capture, track, and report on the expenses of their employees for tax, accounting, and budgeting purposes.
It integrates with Zoho Books, allowing businesses to manage their travel and business expenses more

18 October 2023

Zoho Email Marketing: Ensuring High Deliverability in Campaigns

By: DarcieCategory: Zoho Campaigns, Zoho CampaignsLast Updated: October 21, 2024 Comments: 0

High deliverability is critical in email marketing because it directly impacts your campaign’s success. When your emails land in your customers’ inboxes (instead of their spam folders), they’re more likely to open and click through.
Zoho offers one of the most popular and high-performing email marketing software solutions—Zoho Campaigns. The software

09 September 2023

Zoho Campaigns: Autoresponders vs. Workflows

By: DarcieCategory: Uncategorized, Zoho Campaigns, Zoho CampaignsLast Updated: December 6, 2023 Comments: 0

Businesses use Zoho Campaigns to capture website leads, nurture them through the marketing funnel, and execute their email marketing strategy.
In this article, we’ll show you how to work with these Autoresponder and Workflow, Zoho Campaigns’ two tools for automated communication, and how you can leverage them in your email marketing

23 August 2023

Zoho CRM Integration: Benefits and Process

By: DarcieCategory: Zoho CRMLast Updated: December 6, 2023 Comments: 0

With more than 80 percent of the SMB market share, QuickBooks is by far the world’s most popular accounting software. Businesses use QuickBooks to track income and expenses, pay bills, send invoices, and produce files and reports for their accountants. Integrating Quickbooks with Zoho CRM takes account management capabilities even

05 July 2023

Zoho Inventory Pricing: Create Bundles for Maximum Sales

By: DarcieCategory: Zoho CRMLast Updated: May 8, 2024 Comments: 0

Grouping products together creates a number of benefits, such as making it easier to organize your items and increasing your selling power by enabling you to create retail product bundles with attractive pricing.
If you’re new to Zoho Inventory, let’s take a closer look at some of the sales and marketing

09 June 2023

Zoho Analytics: Customize Marketing for Omnichannel Personalization

By: DarcieCategory: Zoho AnalyticsLast Updated: July 1, 2024 Comments: 0

Zoho Analytics is a powerful tool for businesses looking to achieve omnichannel personalization in their marketing strategies. As a cloud-based business intelligence and analytics solution, companies can easily create insightful reports, dashboards, and visualizations.
With features such as pre-built connectors, dynamic dashboards, and more, Zoho Analytics aids marketers in making better

05 May 2023

Zoho CRM Plus: The Ultimate Unified Experience Solution

By: DarcieCategory: Zoho CRM PlusLast Updated: July 1, 2024 Comments: 0

Zoho CRM Plus is a unified customer experience platform that helps you deliver an exceptional experience to every customer across all stages of their lifecycle and convert them into brand advocates.
The CRM Plus platform includes 9 powerful services in a single interface. Few other platforms, if any, provide such much

13 April 2023

How to Make a BOM with Zoho Inventory: A Comprehensive Guide

By: DarcieCategory: Zoho InventoryLast Updated: October 8, 2024 Comments: 0

At a basic level, a bill of materials (BOM) is a list of the components, parts, materials, and assemblies needed to build an individual product. Sometimes referred to as a product structure, the BOM describes each item’s quantity and identity (name/number), as well as any relevant specifications such as size