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How Healthy is Your CRM? When was the last time you checked the health of your CRM? A CRM Health Check is a comprehensive review of your CRM data, systems, processes, and security features. The goal is to make sure that the data in your CRM is clean, useful, and...
Ace Hardware’s Great Lakes Case Study How Ace Hardware’s Great Lakes Franchise increased efficiency and customer satisfaction with the Delivery Management System. Challenge The client lacked a middleware application bridging their order origination software (Epicor)...
Keep your CRM data organized with the Zoho Import Tool from Catalyst Connect Information management is a staple of any business’ efficient workflows. In the course of doing business, CRMs get cluttered when trying to import data from sources that use different naming...
Zoho CRM Developer Edition Testing new customization within your CRM is always scary when using live company data. Zoho’s new CRM Developer Edition allows an added CRM account, which functions with test data, and has no effect on live data. Zoho touts this feature as...
Additional Date Within CRM Modules through Subforms Zoho CRM already allows a lot of customization within each module, but there is certainly more that can be added. With the newest update, Zoho released Subforms within CRM modules. The subforms are basically a table...
Let Zoho’s Virtual Assistant, Zia, Set Your Reminders Do you have time to set reminders for every single contact in your Zoho CRM? No? Neither do we. But Zoho is here to help. In the newest Zia update, Zoho has released the ability to set reminders for records,...
