Maintaining CRM Hygeine – What happens when a Contact leaves and organization? One of the most crucial aspects of CRM management is keeping your dataset clean, organized, and up-to-date. A well-maintained CRM is like a high-performance engine: it runs smoothly, helps you meet your goals efficiently, and minimizes costly errors. The cornerstone of CRM hygiene… Continue reading How to Manage CRM Records When Contacts Leave a Company

Introduction: In today’s fast-paced business landscape, efficiency and productivity are paramount for success. One effective way to achieve streamlined operations is through the implementation of integration solutions. Integration solutions bridge the gap between disparate business applications, automating processes, and optimizing workflows. In this blog post, we will explore the benefits of integration solutions and how… Continue reading Streamlining Your Business Operations: How Integration Solutions Can Benefit Your Workflow

At SyncEzy, we make it a point to attend a few key events each year. These trade shows and conferences are often our only opportunities to meet customers face-to-face, and we take full advantage of them. We are proud to say that at any given event, we typically outperform our neighbouring booths by at least… Continue reading Maximising Returns at Trade Shows and Events: SyncEzy’s Proven Strategies

Remember the days when we had to submit TFN declarations with pen and paper, Thankfully, Australian taxation office has submitted clear directions for software developers and companies on how to do this digitally. For a detailed view, please click the button below. For to understand the summary, keep on reading, We have also provided some… Continue reading Digital TFN Declarations for Australian Employers: An Overview on how to setup this in HRIS HiBob & Zoho People

In the realm of business operations, the significance of efficient time tracking cannot be overstated. Quickbooks Time, formerly known as TSheets, has established itself as a leading timesheet application since its inception in Boise, Idaho. This transformative journey from a modest startup to being part of the QuickBooks suite signifies its pivotal role in streamlining… Continue reading Enhancing Business Insights: Leveraging Quickbooks Time for Advanced Reporting with PowerBI / Tableau / ZOHO Analytics or any other Dashboarding app

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