CRM Tips and Resources

Excel vs CRM – What You Need to Know

I am sure as an excel user you probably use the same basic calculation functions. Are you doing the same with your Marketing Automation platform?

ONE thing I love about using a CRM

There are many things I love about using a high-quality CRM and one of them is automatically logging emails received and sent in my client’s file.

Gsuite is now Google Workspace

Google recently rebranded and included a lot of new features with Google Workspace. Similar to G Suite, all Google Workspace plans provide a custom email for your business and includes collaboration tools like Gmail, Calendar, Meet, Chat, Drive, Docs, Sheets, Slides, Forms, Sites, and more. Google Workspace continues the evolution of G Suite. In fact,

Maximise your CRM Platform with a Trained Team

Are you and your employees using everything the business is paying for? You may have just implemented the perfect CRM, we think it can be better. Switching to a new CRM platform is always a great step towards growth and customer satisfaction, but many businesses can overlook the value of a corresponding CRM training program. It’s 2020,

Why my business needs a QR code?

The short answer is YES! Provided you want to; Reach more people Share plenty of information Save time Increase efficiency Simple access for new customers QR codes create opportunity for your business to connect with large audiences, providing the most practical information possible with one simple image. Since the codes have been launched, they have

Convert business cards into CRM contacts

More often than not, you’ll end up with stacks of business cards at the end of a trade show or conference. Zoho’s Card Scanner allows you to take a photo of your business cards using the camera on your iPhone or Android mobile and import them as contacts directly into Zoho CRM.

How to Choose the Right CRM for Your Business

CRM: It’s a term that’s thrown around a lot, but what is it really and do you need one? CRM stands for Customer Relationship Management. It refers to any system or practices you have for interacting with customers. A spreadsheet with customer names, addresses, and when you last contacted them is technically a CRM system.

How to Clear the Browser cache in Windows

Delete the browser cache on a PC When you browse through the internet and visit different sites, your browser saves several contents and data in temporary storage. This temporary storage is called “cache”. To get rid of the fluff you should clear the cache from time to time. In the following step by step guides

The Power of Lead Generation

The Power of Lead Generation Leads create customers. Customers create profits. Profits create growth. Effective lead generation has the power to capture and stimulate the interest of buyers in your product or service, creating a consistently flowing sales channel. Investing in the best formula guarantees customers will trust you as the expert who can solve

Zoho CRM – How to Configure IMAP Account

IMAP is an email protocol via which your email account is configured in Zoho CRM. It provides various benefits, the best of which is that it enables multiple device sync. 

Why do I need a CRM system for my business?

Great question! Have you ever asked yourself this question? Maybe you’ve never even considered it? Or maybe you’ve got a CRM in place but it really doesn’t work for you.

5 Online Document Signing Platforms to Help Your Business

5 Online Document Signing Platforms to Help Your Business Finding any software can be overwhelming, especially the right one for handling confidential records and significant documentation. E-signature software gathers signatures on documents shared electronically, eliminating the need for physical documents to record them. The right platform facilitates distribution of legally sensitive documents for which client,

What is a CRM System?

CRM stands for Customer Relationship Management. Do a Google search for “What is a CRM?” and you’ll find many websites that answer the question for you. CRM is a system you’ve put in place to manage all your customer’s information and your interactions with them. There’s plenty more it can do as well. You can

Should I Purchase Online Accounting Software?

Should I Purchase Online Accounting Software? Have you implemented online accounting software for your business or are you still using a spreadsheet? You might need help keeping track of expenses and sales as well as the running of your business. It’s time to consider shifting your data to a platform to cater for your entire

Are you with Zoho CRM? Take a look at the Apps you need to download

If you are a Zoho CRM User, you might need to have a  look at some of the apps you can download for your phone and tablet devices. Zoho CRM only Manage your deals, contacts, and tasks on the go, and stay connected to your leads, customers, and your team. Manage your schedule, track your