Tag Archives | Customer Relationship Management

Zoho CRM what is a lead vs contact vs opportunity

By on October 26, 2011 in Social CRM

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 [...]

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Customer Service via Web & Email – Who didn’t test your web mail form O2

By on May 20, 2011 in Mobile Marketing

Well hello Customer Service and Customer Management consultants … who here is reading this and is building a business case for improved customer service by moving customers to self care tools such as web forms and e-mail?  Most of you reading this are probably think about it constantly. THEN DON’T DO IT unless you’ve gone [...]

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[video] Online Shopping with Swedish Twist – 3 LiveShop

By on May 17, 2011 in Strategy

Have you seen this … This has to be the future of customer service and online shopping — say goodbye to messy forms or complicated shopping charts. Those crazy people in Tre Sweden www.tre.se just like to push the envelope here. And maybe some of those other mobile operators or utility providers can do this too. Once [...]

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ZOHO CRM do you use your own custom web form? Then change to https

By on April 21, 2010 in Social CRM

ZOHO CRM has some great features including web to lead forms – but they don’t really look too stylish. Especially if you use 3rd party tools for your web forms. If you use custom web to lead forms you may have to make the change to using the more secure HTTPS connection. After I noticed [...]

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HOW TO sign-up to Zoho CRM in 4 steps using Google Apps or Gmail

By on March 15, 2010 in Social CRM

So you choose to use ZOHO CRM because it’s a great web based solution for customer relationship management. There are now 3 ways to sign-up to ZOHO CRM using Google Apps or a Gmail address. 1. Google Apps – If you are an administrator you can add ZOHO CRM from the Google Apps Marketplace 2. [...]

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Zoho CRM best free web based CRM included in Google Apps Marketplace

By on March 14, 2010 in General, Social CRM

ZOHO CRM, which I reckon is the best free CRM for the web or SaaS is now available to add from the new Google Apps Marketplace. (note if you’re already using ZOHO CRM with Google Apps you are better to leave things as they are for now) What is CRM? Customer Relationship Management or CRM [...]

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