Sales Funnel Management with Zoho CRM


Managing sales funnels efficiently with Zoho CRM involves a structured approach to harness its features optimally. Sales Funnels and Pipelines: Not Just for Plumbers! Firstly, customise your pipeline stages to mirror your sales process, from prospecting to closure. Utilise Zoho’s drag-and-drop interface to easily move leads through stages, ensuring clarity on where each prospect stands. […]

The Email Credibility Dashboard

Zoho now have an Email Credibility dashboard. It’s for CRM administrators wanting to monitor their email sending practices

How to Use ChatGPT in Zoho Writer

Ever since ChatGPT made large language model, generative AI accessible, the chaps at Zoho have been inundated with requests to integrate it with Zoho. Well, they’ve delivered. Now, we’re happy to announce the ChatGPT extension for Zoho Writer. With this integration, no matter what you write—a blog post, product description, social media post, or an […]

Email Integration: The Benefits of Integrating Your Email Account with Your Zoho CRM

integrate email with zoho crm

Email integration is an essential part of any business that wants to streamline its operations and improve customer service. By integrating your email account with your Zoho CRM system, you can centralise all customer information and email correspondence inside Zoho CRM. This means that you can associate customers’ email conversation with CRM data (leads, contacts […]

Email Authentication in Zoho CRM: Ensuring Deliverability and Security

authenticate your email domain

Email authentication is a crucial aspect of email marketing and communication, as it not only ensures deliverability but also protects against spam and phishing attacks. In Zoho CRM, you can authenticate your email domain to improve email deliverability and protect your brand’s reputation. Why Authenticate Your Email Domain in Zoho CRM? Email authentication involves validating […]

Recording Choices Available in WorkDrive


Did you know about all the recording options now available within Zoho WorkDrive? Well, now you can now record screens, video, or just audio, right from within the WorkDrive app. Save the files and you can and share them with colleagues, customers, etc. You can even record offline, although (obviously) you need to be online […]

Are You Qualified?


Whatever your business, sales success depends on converting sales leads into paying customers. We all know that not all leads will turn into business. So, we invest in generating more leads than we need. And when your sales team have plenty of leads, you need to help them prioritise. To do this we try to […]

Top 5 tips to save time with Zoho CRM


 First published in December 2020, this post has been updated with revised content in September 2022.  Tip 1: Using Macros to Save Time with Zoho CRM Firstly, you can make sure you save time with Zoho CRM, by using Macros. Macros are a string of actions that will carry out a set of instructions to make […]

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