Expense Reporting – Zoho Expense is here!

Zoho Expense on phones and tablets

Zoho Corp. has a new online service, Zoho Expense. I had a chance to play with Zoho Expense while it was in beta and was quite impressed with it’s features and capabilities. While it’s a great tool for recording and tracking individual expenses, where it really shines is as a company-wide expense reporting tool. It’s well worth a look. Easy to manage and track expense receipts Drag and drop receipt images into the receipt […]

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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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How to Narrow the Options for CRM Deployment

As the importance of customer relationship management (CRM) has grown, so have approaches to implementation. CRM is a multi-billion dollar industry that grew from basic contact management (DOS-based ACT!, 25 years ago) to complex systems that provide a 360 degree view of the customer (SAP and Oracle), to evolutionary social CRM  platforms like Nimble. There are numerous deployment options, from on-premises, to SaaS and cloud-based solutions, to custom solutions. Software-as-a-Service SaaS (software-as-a-service) democratizes technology for small to […]

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New Series: CRM Showcase


Look for a new series of articles called Friday Features. Each Friday we’ll highlight features found in the most popular small business CRM software.  I tell my clients that CRM systems need to be based on business requirements, not just on software features. So why a series that focuses on features? To some degree, CRM features are a commodity. It’s expected that you’ll be able to customize layouts, manage contacts, […]

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