Building CRM Requirements

If you build it, they will come Would you build a house without a set of plans? Not a chance! A builder needs blueprints and detailed specifications – otherwise you could end up with a two bedroom bungalow when what you wanted was a 4 bedroom colonial with a state-of-the-art man cave. Scoping a CRM or customer service system needs the same attention to detail. Consider this scenario plaguing a recent client: The business owner is […]

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Zoho CRM Tutorial – Manage Related Lists

Organize Detail Lists

Lists you refer to most frequently in Zoho CRM can be moved to top of the related list area. The detail of all interactions with Leads, Contacts, Accounts, Potentials and other Zoho CRM modules are listed in the record detail area below the Notes section. These “Related Lists” appear in a preset order that you can change. For example, if Potentials, Quotes, and Email history are the details you refer to most often, then move […]

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Collaborate with Competitors? What?

As a small company owner or solopreneur, going it alone can be a long and lonely journey. That’s why it makes perfect sense for competitors to collaborate. Wait – What? Besides you, who knows more about the sort of business issues and concerns you face every day than your industry peers? They’re dealing with the same market forces, customer service issues, and business development challenges you are. It sounds crazy, but […]

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Zoho CRM keeps innovating


Zoho Corp has  added breadth to their suite of application over the last couple of years, expanding to nearly 30 applications in 2013. The recent depth that’s been added to their flagship CRM product is an exciting development. Based on price, ease of use, and  capabilities, Zoho CRM has been a smart choice for the SMB market. It’s great to see them moving up-market to support the more complex requirements of the […]

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