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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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 [...]
Made the switch – online accounting tools that are easy to use
I’ve made the switch to Zoho Books … as an international traveller and marketing consultant, I needed accounting tools that move with me and one that is flexible with invoicing in a number of currencies. Zoho Invoice has been my friend for some time – but I wasn’t committed to this product – when Zoho [...]
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 [...]
ZOHO CRM do you use your own custom web form? Then change to https
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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