Zoho CRM is a cloud based SaaS (software as a service) for customer relationship management (CRM). How to setup and manage new and potential business contacts in Zoho raises the question – what is a lead, what is a contact and what is a potential in Zoho ‘Jargon’. Managing Leads, Contacts and Accounts is a [...]
Tag Archives | crm
HOW TO get started with ZOHO CRM and load your contacts from Google CSV
So you have decided to use ZOHO CRM as your Customer Relationship Management (CRM) solution. You’re first step is to import your contacts into ZOHO. You will have contacts in a number of places and you want to get them all into ZOHO. This guide applies to single users of ZOHO CRM and the SOHO [...]
ZOHO CRM just integrated with Google Sites
ZOHO CRM is one of the best web based SaaS customer relationship management web apps around and now its gone and made it even easier to capture your leads or enquiries from your website – if you use Google Sites. Currently Social CRM is the new name for managing customers – CRM wasn’t good enough [...]
Essential Collection of ZOHO CRM Guides
Here is a summer essential collection for ZOHO CRM a customer relationship management or CRM solution. When you get started in business your sales and marketing activities will need to be split 3 ways – Customers who are buying from you Nurturing Customers who will buy from you Generating new leads or potential customers This may [...]
Essential Startup Resources for Customer Relationship Management
So here is an essential collection of startup resources to customer relationship management or CRM. When you go into business as a startup or entrepreneur your sales and marketing activities will need to be split 3 ways – Customers who are buying from you Nurturing Customers who will buy from you Generating new leads or potential [...]
HOW TO: ZOHO CRM empty your Recycle bin to delete accounts & contacts
ZOHO CRM is one of the best web based (SaaS) customer relationship management solutions around today and it’s got great features even in its free version. How to delete your contacts, leads, accounts and is pretty easy thing to manage in ZOHO, but until you empty your Recycle Bin, they are still there (and this [...]
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