Blog tagged as Zoho CRM

Zoho have released an update to their CRM calendar function recently; when you invite someone to an event, they can accept or decline the event and then the event will appear in their calendar too.

This was a major flaw in the previous calendar function, which used to only show in the organiser’s ca...

Zoho CRM has for a while now had a Document Management module as standard that provided the means to upload and store / share documents between sales, marketing and support users.

These documents could be such things as sales contracts, marketing brochures, invoices and so on.

Now though, Zoho have go...

Due to changes in the LinkedIn API the long running integration between Zoho CRM and LinkedIn will be discontinued, Zoho Reported in their own blog dated 23rd April 2014.

LinkedIn have, for now at any rate, chosen only to partner with MS Dynamics and Salesforce in terms of allowing these CRM systems...

Many businesses use a website form such as a Contact Us or a Get a Quote form to engage and capture leads via the web; it is an affordable and effective means of getting new customers. Web forms can be used for special offers, newsletter signups, quotation requests and general contact requests.

Her...

Improved Reporting Means Better Sales Performance Information and Sales Visibility

One of the primary advantages of cloud CRM software is that it allows you to build and access data anytime, anywhere. There is one centralised version of your sales data and performance information that is available to...

The new app from Zoho, the Zoho CRM business card scanner, snaps a business card and then automatically senses the information on the acrd and imports that directly into Zoho CRM.

The app can recognise business cards in English, Dutch, French, German, Russian, Spanish and Swedish and also the contact...

The Zoho Invoice (and Zoho Books) teams have introduced a new synch process that allows you to automatically create a Quotation as soon as a sales potential is created in the CRM.

Youmay have decided to use Zoho Invoice rather that Zoho CRMs own invoice module due to its powerful invoicing features, ...