CRM | Sales | Marketing Insights by Lindsay Garrison
Group tabs is a handy Zoho CRM feature (Enterprise edition); use it to manage user access to the various modules. Using Group tabs, only the relevant tabs (aka Modules) will be available to the users who need them, based on their profile. For example, assign only sales-related tabs to the inside sales team. Here’s how: Go to Setup > Customization > Tab Groups. Click Create Tab Group. Step One Enter a Group Name. Select the tabs from the Available List. Use […]
Zoho – Running a marathon, not a sprint In this several of this week’s Advanced Solution Partner Training sessions the comment has been that a specific application is “product focused”. As confusing statements go, that’s right up there. Or so I thought. Advanced Solution Provider Training Group The term “product focused” means that the company invests in product development and engineering, not sales and marketing. Apparently, it’s not unusual for software companies to […]
Our 2nd full day of sessions was focused on Zoho CRM and was jammed so full of information that I can only share a small portion of what was covered. “CRM is everything you know, about everyone you know . . .and what you are planning to do about it. – Peter Coy Peter’s comment perfectly captures both the simplicity and the importance of customer relationship management. Peter Coy To […]
Our Zoho Advanced Solution Provider sessions opened with some interesting statistics: 28 sessions, 28 consultants, 30+ Zoho staff, One-on-one product deep-dive sessions at Chennai’s Zoho HQ, and five days of great networking among the partners and Zoho staff. It’s an honor to be part of this inaugural training event and to be part of such a great and talented group of people. Ian, opening comments This morning we got […]