Zoho

Understanding Zoho PathFinder

Understanding Zoho PathFinder

Zoho has recently announced that they’ve launched their Zho PathFinder product and in this article, we’ll look at what it is and how it could be useful in your business. What is Zoho PathFinder? Pathfinder is Zoho CRM’s new journey discovery tool. With PathFinder, you can discover your customers’ journeys across multiple touchpoints and channels,… Continue reading Understanding Zoho PathFinder

Hari Iyer | SyncEzy

Hari Iyer | SyncEzy

CEO
November 30, 2022
FAQs – simPRO email follow-up?

FAQs – simPRO email follow-up?

Reader Question: What are the integration capabilities of simPRO with an email marketing provider like MailChimp. I’m interested in triggering emails to follow up quotes and then having the ability to identify when a lead/customer transitions through the different stages from lead to quote to customer to customer master mailing list. And then sending specific… Continue reading FAQs – simPRO email follow-up?

Hari Iyer | SyncEzy

Hari Iyer | SyncEzy

CEO
February 3, 2022
Adding a CRM to simPRO

Adding a CRM to simPRO

simPRO CRM? A client who had connected simPRO to Xero recently asked if they could add a CRM to simPRO. They were using simPRO as their field service management software but wanted extra features. They felt that they needed a: Ultimately, they were looking to have simPRO as the core of their business with all… Continue reading Adding a CRM to simPRO

Hari Iyer | SyncEzy

Hari Iyer | SyncEzy

CEO
January 26, 2022
Make your business Zoho Social…Schedule, Collaborate, Monitor and Analyse

Make your business Zoho Social…Schedule, Collaborate, Monitor and Analyse

Now more than ever, it is vital for businesses to have at minimum, a basic social media presence. Social Media network use is growing exponentially year on year. More and more existing and potential customers are turning to social media for product reviews, advice, complaints, customer service inquiries and to shop for something of interest.… Continue reading Make your business Zoho Social…Schedule, Collaborate, Monitor and Analyse

Hari Iyer | SyncEzy

Hari Iyer | SyncEzy

CEO
September 22, 2020
How Blueprint in Zoho CRM can help your business

How Blueprint in Zoho CRM can help your business

Most businesses have unique business processes. These processes are a major factor when deciding on their software requirements as the software will need to be robust enough to provide a huge amount of capabilities to handle these unique business processes.  Zoho CRM understands these unique requirements well. To ensure that instructions and processes are followed,… Continue reading How Blueprint in Zoho CRM can help your business

Hari Iyer | SyncEzy

Hari Iyer | SyncEzy

CEO
March 26, 2020
Announcing our Zoho CRM to Google Sheets Integration

Announcing our Zoho CRM to Google Sheets Integration

We’re excited to announce our latest integration to connect Zoho CRM to Google Sheets. Using this powerful integration, you’ll be able to: For any staff members who spend hours downloading information from various software platforms and then uploading or entering data into their CRM, this integration will be a huge time & error saver! Contact… Continue reading Announcing our Zoho CRM to Google Sheets Integration

Hari Iyer | SyncEzy

Hari Iyer | SyncEzy

CEO
March 25, 2020
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