5 Reasons Why You’re Breaking Up With Yet Another CRM.
So you’ve implemented a CRM system but it’s not working out as you expected. The dream was to have all your customer information in one place and be able to …
Mini Zoho CRM Manual
No time for the whole Zoho CRM manual? Use this guide to get around quickly! Definitions Lead – Unqualified prospects, AKA presales pipeline.Accounts – Companies and Organisations, the parent record …
Zoho Forms – a Deep Dive Into Zoho Data Capture
There are lots of ways to capture data from your website and transfer it into Zoho CRM. Most form tools and hosted services like Mailchimp either have direct integration with …
Zoho vs Salesforce: What’s Right For You?
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. …
10 Zoho CRM Mistakes That Are Slowing You Down!
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 …
Zoho CRM User Training – Quick Guide
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 …
Zoho Marketing Training Guide
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 …
Add Zoho SalesIQ to WordPress
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 …