In today’s fast-paced sales environment, efficiency is everything. Sales teams need to connect with prospects quickly, track conversations effortlessly, and close deals faster than ever. But too often, valuable time is wasted switching between phone systems, emails, and CRM records.
The solution?...
Operations teams are the backbone of any organization — ensuring processes run smoothly, decisions are made efficiently, and compliance is never compromised. Yet, too often, approvals become bottlenecks that slow down productivity and frustrate teams.
That’s where Approval Workflows in Zoho CRM c...
Customer success is no longer just about resolving issues—it’s about proactively ensuring that your clients are achieving their goals with your product or service. A key way to measure and manage this is by tracking customer health scores. With Zoho CRM, you can create a Customer Health Score Dashbo...
Running a garage workshop isn’t just about fixing cars—it’s about building trust, keeping customers happy, and making sure your business runs like a well-oiled engine. But let’s be honest: juggling repair orders, managing customer appointments, tracking payments, and following up for service reminde...
Maintaining a clean and secure CRM is not just about organizing data — it's about protecting business integrity, ensuring user accountability, and enabling smooth collaboration. For Zoho CRM admins, this means mastering the trifecta: Audit Logs, Role-Based Access, and CRM Hygiene.
Let...