Zoho CRM is a popular cloud-based service for customer relationship management and I’ve been using it for a few years. Recently, I’ve started to revisit and update some of earlier posts on Zoho CRM, some of this was prompted by feedback from my customer insights (using Kiss Insights) survey. So far I’ve updated 2 articles [...]
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Zoho CRM what is a lead vs contact vs opportunity
Comments OffZoho CRM is a cloud based SaaS (software as a service) for customer relationship management (CRM). How to setup and manage new and potential business contacts in Zoho raises the question – what is a lead, what is a contact and what is a potential in Zoho ‘Jargon’. Managing Leads, Contacts and Accounts is a [...]
HOW TO get started with ZOHO CRM and load your contacts from Google CSV
Comments OffSo you have decided to use ZOHO CRM as your Customer Relationship Management (CRM) solution. You’re first step is to import your contacts into ZOHO. You will have contacts in a number of places and you want to get them all into ZOHO. This guide applies to single users of ZOHO CRM and the SOHO [...]
Emailvision – whose the Dummy? or didn’t someone test your email campaign?
Comments OffSocial CRM for dummies is something I’ve wanted to read for sometime … it could be a good e-book … if the email marketing campaign worked. This shows the number one problem with integrated social media marketing – broken links. Emailvision are big news, they put the power into sites like http://alltop.com/ aka Guy Kawasaki [...]
ZOHO CRM just integrated with Google Sites
Comments OffZOHO CRM is one of the best web based SaaS customer relationship management web apps around and now its gone and made it even easier to capture your leads or enquiries from your website – if you use Google Sites. Currently Social CRM is the new name for managing customers – CRM wasn’t good enough [...]
Essential Collection of ZOHO CRM Guides
1Here is a summer essential collection for ZOHO CRM a customer relationship management or CRM solution. When you get started in business your sales and marketing activities will need to be split 3 ways – Customers who are buying from you Nurturing Customers who will buy from you Generating new leads or potential customers This may [...]