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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

Blueprint Zoho CRM – ABC Solar Many businesses often have unique business processes. These processes are often a huge factor when deciding their software requirements. The software will need to be robust enough to provide a huge amount of capabilities to handle these unique business processes.  Zoho CRM has understood this very well. To ensure… Continue reading Blueprint Zoho CRM – ABC Solar

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

A successful sales closure rate is an integral component of all businesses, no matter the industry. Luckily there is a formula and a set of rules that can significantly increase a potential sale going all the way. An essential sales rule that is easy to complete is following up a potential client on their decision,… Continue reading How to Automate Quote Follow-Ups and improve closure rate with SyncEzy using Zoho

Save Clicks in Zoho CRM using simple workflows. CRM works the best when automation reduces the click work required to get something done. In addition, it ensures the correct process is followed, even when users forget to change something. We had a requirement for this recently. We had opportunities that had a closing date of next month,… Continue reading Save Clicks in Zoho CRM using simple workflows

Salesforce is probably among the best cloud SaaS tools for Customer Relationship Management and offers a very neat range of services for your business. Even though it offers comprehensive sales, marketing and analytics tools, Salesforce is better suited for larger, enterprise businesses with a huge team. Zoho is a cheaper alternative which is just as… Continue reading Salesforce to Zoho migration