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22 July 2020

Should you choose Zoho FSM or FieldTech?

By: Jeremy MozlinCategory: Zoho ERP, Zoho FSMLast Updated: October 3, 2023 Comments: 0

Should you dive into Zoho FSM?

In 2019, we got the first glimmerings of a new Zoho app called Zoho FSM, or Field Service Management. Now over halfway through 2020, Zoho has been slowly–very slowly!–opening the gates to this app and allowing both Zoho partners and users to test it.

And of

17 July 2020

Overcoming Operational Inefficiencies: How to Identify and Solve Them

By: DarcieCategory: Certified Zoho Consultants, Zoho Creator, Zoho OneLast Updated: June 14, 2023 Comments: 0

As a business owner or operator, it’s important to you to be aware of operational inefficiencies. You want to cut them off at the start, and keep your business heading in the right direction. You’ll find a lot of business advice online; however, the goal of this article is to

14 July 2020

Are you maximizing Zoho CRM Activity capabilities?

By: DarcieCategory: Certified Zoho Consultants, Zoho CRM, Zoho FeaturesLast Updated: July 20, 2023 Comments: 0

Is your organization getting the most it can out of your Zoho CRM activity data? Capturing CRM data is the heart of reporting and analytics for a lot of decision makers, and falling short in this arena can impact your business. Access to good data is a lifeline.
It’s easy for

13 July 2020

QuickBooks to Zoho Books Migration: Simplify Your Accounting

By: Jeremy MozlinCategory: Zoho BooksLast Updated: November 13, 2023 Comments: 0

Migrating from QuickBooks to Zoho Books

According to Zoho Corporation, a lot of companies moving from another accounting system onto Zoho Books move there from QuickBooks. And, whether those companies previously use QuickBooks Online or QuickBooks Desktop, the reasons for switching onto Zoho are easy to see. Well, easy for us to

09 July 2020

Your CRM & Customer Experience

By: DarcieCategory: Certified Zoho Consultants, Zoho CRMLast Updated: July 20, 2023 Comments: 0

How to avoid giving a poor customer experience to your clients
Capitalizing on the best uses of your Zoho CRM – or any customer relationship management software – can improve customer experience. Customer Experience (CX) is a top initiative for many organizations. You’ve probably been hearing about it the last couple

01 July 2020

Last Activity Time in Zoho CRM: Understanding Its Significance

By: DarcieCategory: Certified Zoho Consultants, Zoho CRMLast Updated: July 20, 2023 Comments: 0

If you’re like a lot of other Zoho CRM users, you’re using the application to track sales agent activity and customer interactions throughout your sales process. The information captured by the Last Activity Time in Zoho CRM helps you assess whether or not your deals and customer relationships are headed

24 June 2020

CRM Task Management: Streamline Workflow, Boost Productivity

By: DarcieCategory: Certified Zoho Consultants, Zoho CRMLast Updated: January 25, 2024 Comments: 0

Understanding CRM task management is an essential part of making your CRM successful for your business and your users. The data captured here inform your sales pipeline, and the activities of your sales staff, and can even tell you if any clients are being left behind. Keep reading to learn

24 June 2020

Why CRM Projects Fail: Understanding the Top 9 Reasons

By: DarcieCategory: Certified Zoho Consultants, Zoho CRMLast Updated: May 3, 2023 Comments: 1

CRM implementation failures can happen for many reasons. Most often CRM projects fail because the solution is ineffective and doesn’t improve your processes, the project was late, or it was over budget. Another indicator of failure is low user adoption.

If you’ve found this article, there’s a good chance you’re

29 April 2020

Zoho Adds Even More Value with Free Remotely Suite

By: Jeremy MozlinCategory: Zoho CorporationLast Updated: April 14, 2023 Comments: 0

Zoho Remotely is free until July 2020

In times of crisis, Zoho really seems to have their finger on the pulse of their customers. They know well that many of their customers are SMBs. And by that logic, the coronavirus pandemic likely affects a great number of them. So, Zoho did

27 March 2020

Zoho’s Evolution: Empowering Enterprises, Forging Partnerships

By: Jeremy MozlinCategory: Certified Zoho Consultants, Zoho Corporation, Zoho CRMLast Updated: July 10, 2023 Comments: 0

Zoho Corporation is looking to revamp its image as it grows, adding more partners who service larger businesses. Historically, Zoho has been known as an inexpensive software option, especially useful for smaller businesses. However, when enterprise-level customers do come knocking, they’re frequently impressed.
Zoho has done just fine by gathering up