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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

Do you spend a lot of time doing manual data entry? Perhaps you’re manually creating an invoice by looking at your Opportunity field by field. Or are you spending time manually associating your Accounts with your Contacts? You are probably a busy person and busy people need to maximise their time efficiency. Why put so… Continue reading Automate your Business Processes and save time with Zoho Workflows and Custom Functions