CRM | Sales | Marketing Insights by Lindsay Garrison
Want a free Zoho CRM admin guide? I have a goodie for you. It’s a Zoho Administrator Cheat Sheet designed to help you set up your Zoho account, users, apply user security, and identify potential integrations to extend Zoho for your organization. I remain impressed that a product with such a low entry fee has such robust features. In fact, I’m hard-pressed to imagine implementing every option pertaining to Zoho CRM user […]
Zoho CRM vs Salesforce debate In the Zoho CRM vs. Salesforce debate: Zoho is your quiet, brainy older brother. Salesforce is a 300-pound gorilla. Salesforce is a great fit for many companies. Zoho CRM is a great fit for many companies, too. Yet more people know about Salesforce (I suppose that allocating half the budget on sales and marketing does that). Should Salesforce be the go-to option for managers who want a cloud CRM system because […]
There are any number of ways for a CRM implementation to go off the rails; a company unwilling to invest in CRM planning will be among the casualties. Businesses who are successful share issues and objectives with their team (that includes the CRM consultant), evaluate options, and engage in the process from start to finish. They don’t believe that leads and increased revenue magically follow installing CRM software. Clients need to care about their […]