This is not exactly one of my training articles but as a Zoho consultant, I’m often asked about Zoho vs Salesforce so I thought I’d share some thoughts with you. Getting a Salesforce renewal can be a bit painful at the best of times, but with a global downturn hitting
These are just a few mistakes people make when using Zoho CRM, but it’s really easy to get from “frustrating” to “flying”. Get it right, and Zoho CRM is like an efficient personal assistant nudging you with timely alerts and reminders to win more business. You won’t understand how you
In this quick Zoho CRM user training guide, I help you get started with Zoho CRM. It’s a taster for my full course which is over 6.5 hours long. If you’d like to know more about that, click on the button below to see what you’ll learn in the full
In this Zoho marketing training video, you’re going to learn which Zoho Apps and tools to use for different marketing activities. I’ll also explain a best practice CRM to get the most out of your marketing. The Basics To get the best out of Zoho marketing tools, you should put
When working with clients on their business software needs and problems, one of the things that’s mentioned a lot is that they want to track people who visit their website and record it in their CRM. A lot of their websites usually have a WordPress back-end so I’ll be showing
Moving data from one system to another can seem like a daunting task. If you’re migrating to Zoho CRM, then it isn’t difficult to import the data as Zoho provides lots of tools to help you complete your Zoho CRM data import correctly. Before you can do the import, answering
Lead management in Zoho CRM can be a confusing topic especially how it works. In this article and video. I’ll explain the need to create a Lead depending on what you are trying to do. Definition “A Lead is a contact or organisation which could potentially become a customer for
I’ll explain what you need to do in your Zoho CRM in order to have a successful synchronisation of data in this Zoho MarketingHub Tutorial. Recap From The Previous Video Use Structured Data fields for Synchronisation. Make sure the data is clean. Synchronise Leads, Contacts or another module. Make sure
I’ll explain what you need to do in your Zoho CRM in order to have successful synchronisation of data in this Zoho MarketingHub tutorial. I have included some important points below which are also in the video. Get rid of spreadsheets Using spreadsheets can lead to mistakes in your marketing.Zoho CRM
