MIGRATE AWAY FROM SPREADSHEETS
Migrate Away from Spreadsheets Learn about success, application and why its time to move on from spreadsheets to holistic data management. The word data is cohesive with Microsoft Excel for almost every small or medium business in India and around the world. It is a three-decade-old tool that is easy to learn and adapt to […]
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ZOHO RECRUIT
Zoho Recruit Zoho Recruit – One Stop Recruitment Solution Learn about Zoho Recruit – the latest cloud-based recruitment that is scalable and customizable Zoho Recruit is a recruitment software built to manage recruiting processes across staffing agencies and corporate companies in an efficient manner. You can now streamline your complete recruitment processes, including candidate sourcing, […]
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ZOHO INVENTORY MANAGEMENT
Zoho Inventory Management Learn about Zoho Inventory – a powerful tool to increase sales and keep track of every unit in inventory. Zoho Inventory has different modules to cater to different areas of managing your stock. modules that will help you ease your inventory process are Dashboard – Get the whole picture of your business […]
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CREATING REPORTS
Creating Reports Learn about creating module-specific reports and cross-functional module reports in Zoho CRM. In Zoho CRM, you can create reports for any module linking some of the other cross-functional modules. For more information on Zoho CRM, you can visit us. Types of Report Tabular Report: Use this type of report to create contact mailing […]
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UNDERSTANDING BASIC MODULES IN ZOHO CRM
Understanding Basic Modules in Zoho CRM Learn about the core modules that make Zoho CRM a robust customer relationship tool for SMEs. Customer relationship management software collects, organises, and manages customer information by using a web-based application. Sales, marketing and service automation, helps businesses save time, increase revenue, and most importantly, improve customer service. Zoho […]
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ADVANCED FILTERS IN ZOHO CRM
Advanced Filters in Zoho CRM Learn how to use advanced filters in Zoho CRM that can extract valuable sales information in less time. Working with advanced filters Using advanced filters, you can extract valuable sales information in less time. Information that takes a much longer time to find can be easily identified with these advanced […]
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MULTIPLE SCORING RULES & APPROVAL PROCESS IN ZOHO CRM
Multiple Scoring Rules & Approval Process in Zoho CRM Learn how to configure multiple scoring rules in Zoho CRM – they help qualify prospects based on parameters What are scoring rules? Based on various parameters such as behaviour, demography, or other vital details of their persona, can help you qualify prospects by using the scoring […]
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CUSTOMIZING HOME TAB IN ZOHO CRM
Customize Home Tab in Zoho CRM Learn how to organise work to get a quick view with customized home tab in Zoho CRM The Home tab of Zoho CRM is a quick indicator of the progress of all your CRM activities. Besides indicating the progress of your CRM activities, the Home tab also serves as […]
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WAYS TO VIEW RECORD IN ZOHO CRM
Ways To View Records in Zoho CRM Learn about the different record views and how they can be customized in Zoho CRM. In Zoho CRM, you can choose to view the records in three different ways: List view, Kanban view, and Canvas view. For more information on Zoho CRM, you can visit us. List views […]
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IMPORTING AND EXPORTING DATA IN ZOHO CRM
Importing & Exporting Data in Zoho CRM Data can be gathered through different sources such as collecting from trade shows and campaigns, record database, etc. Importing data from external sources into the Zoho CRM is the most crucial lead creation activity in any business. Hence it has to be easy to maintain it. One can […]
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