Blogs

Understanding Zoho CRM’s Core Modules — Leads, Contacts, Accounts & Deals (And Why Most Companies Get It Wrong)

Understanding Zoho CRM’s Core Modules — Leads, Contacts, Accounts & Deals (And Why Most Companies Get It Wrong)
Understand how to use Leads, Contacts, Accounts and Deals in Zoho CRM. Learn the right structure, pipelines and activities to build a predictable sales process.

WHY 70% OF CRM IMPLEMENTATIONS FAIL & HOW TO MAKE YOURS A WINNER

WHY 70% OF CRM IMPLEMENTATIONS FAIL & HOW TO MAKE YOURS A WINNER
Most CRMs fail silently due to poor setup, bad data, and weak processes. Learn why it happens and how to build a CRM that boosts conversions and revenue.

HOW TO GENERATE APPOINTMENTS WITH ZOHO BOOKING ON YOUR WEBSITE

HOW TO GENERATE APPOINTMENTS WITH ZOHO BOOKING ON YOUR WEBSITE

To provide exceptional customer service for your appointment-based business, have your appointment scheduling calendar online and integrated with your CRM.


Allow your employees and customers to make, reschedule, and cancel appointments using your online or private booking calendar system, which is al...

HOW CRM HELPS BUSINESS OWNERS TO GROW

HOW CRM HELPS BUSINESS OWNERS TO GROW

According to recent research, 80% of company executives use CRM systems as a single source of information for their clients.


CRM’s role has expanded beyond that of a contact management tool.


Managers may use modern CRM systems to bring t...

HOW TO MIGRATE FROM GOOGLE WORKSPACE TO ZOHO MAIL: STEP-BY-STEP GUIDE

HOW TO MIGRATE FROM GOOGLE WORKSPACE TO ZOHO MAIL: STEP-BY-STEP GUIDE

Zoho Mail offers a variety of migration options from Google Workspace accounts.


Contacts, Mail, and Calendar information from Google Workspace accounts can be moved easily. Before implementing the migration, the corresponding user accounts must be created in Zoho Mail.


Labels are used to organize emai...

TOP 10 FEATURES OF ZOHO PEOPLE

TOP 10 FEATURES OF ZOHO PEOPLE

The Zoho Company’s HR software is called Zoho People. It’s part of a more extensive set of web-based business tools aimed at businesses of all sizes.

Users can manage their employees and contacts using Zoho People.


Like other Zoho products, it’s easily configurable and comes with a clean, easy-to-use ...