CRM | Sales | Marketing Insights by Lindsay Garrison
Did you know you can rename Zoho CRM Tabs (a/k/a modules)? The module will still work the same, only now it uses the terms that are familiar to your staff. This feature is useful to align the database system to your business process. Some examples are: Rename Accounts to Companies Rename Potentials to Opportunities Rename Cases to Services. Tabs can be renamed in any edition; you’ll need administrator privileges to make the change. […]
Zoho Corp. has added another app to it’s ever-growing roster of SMB tools, Zoho Survey. I’ve been a devoted SurveyMonkey user for some time and I was skeptical that Zoho’s survey tool could be as feature-rich or as user-friendly. Except for a couple of quibbles, I’m duly impressed. Here are some of the features that I particularly like: Nice interface: Surveys are easy to build, and look great. Comprehensive: There’s a broad variety […]
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 […]