How to automate an account to become customer once a deal is won
One of the favorite automation from our customer: Update the account type to customer once a deal is won. We propose you 2 videos : One to explain the case …
Partner with Mobix for Successful Digital Transition | ZOHO
PARTNER WITH MOBIX FOR SUCCESSFUL DIGITAL TRANSITION | ZOHO MOBIX, your partner of choice for a successful digital transition.We are offering Productivity optimization : Cloud-based solutions, Consulting, Training.You are now …
HOW TO SYNC DATA FROM MYSQL TO ZOHO
HOW TO SYNC DATA FROM MYSQL TO ZOHO Extension Brief – how to sync data from mysql to zoho You may have some leads data in your MYSQL and you …
HOW TO SYNC DATA FROM ZOHO TO MYSQL
HOW TO SYNC DATA FROM ZOHO TO MYSQL Extension Brief – how to sync data from zoho to mysql You may have some leads data in your ZOHO and you …
HOW TO SYNC DATA FROM ZOHO TO GSHEET
HOW TO SYNC DATA FROM ZOHO TO GSHEET Extension Brief – how to sync data from zoho to gsheet ) You may have some leads data in your ZOHO and …
HOW TO SYNC DATA FROM GSHEET TO ZOHO
HOW TO SYNC DATA FROM GSHEET TO ZOHO Extension Brief – how to sync data from gsheet to zoho You may have some leads data in your Gsheet and you …
ZOHO TIP – ON USING WEBSITE VISITORS INFORMATION INSIDE CRM.
Don’t let a missed chat become a missed business opportunity. When you are working on a big deal that is about to close anytime soon, you don’t want to miss …
ZOHO TIP – CREATE UNIQUE FIELDS TO AVOID DUPLICATE RECORDS.
It is hard to maintain a clean and clutter-free system Multiple lead sources and multiple people get higher the risks of duplicate records CRM database grows, it is impossible to …
ZOHO TIP – MAINTAIN A CLEAN CRM DATABASE.
CRM data needs maintenance. Outdated phones numbers, invalid email addresses, confusion in abbreviations, and duplicate entries need to be cleaned. Without a clean Database, It can be problematic when you …
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FREE EBOOK 8 Tips for Successful CRM Implementation LEARN ZOHO CRM FROM EXPERTS You will learn in this e-Book… Use the CRM system. Customize the system at all possible levels. …