Zoho CRM’s Post

You know what we love about Zoho CRM? It's so easy to use, and that it helps us grow both our business and our clients. But we have a secret for you🤓 the biggest reason why Zoho CRM is so great is because of how much time it saves. We used to spend hours every week trying to find ways to make Beckmann Collaborative run more smoothly, but with Zoho apps we've gained so many hours back! 5 Years later... the bonus is that our team has learned how to use these amazing tools so well, so make customizations on our own. It's only when we want to create something a "extra fancy" that we look to one of our incredible Zoho development partners. So if you're looking for a way to save some time and money (and who isn't?), ask us about how we use Zoho CRM. Maybe you need a consultant like us. OR maybe you just need to be trained on how to use it yourself. BOOK A CALL👉 https://lnkd.in/eh-9T9bk

Clean Up Your Zoho CRM in Just 60 Seconds! ⏳ In my lightning-fast Zoho tips video, discover the secret to decluttering your Zoho CRM and taking back control of your tab bar. Say goodbye to unused models and tabs in a snap! This simple task instantly boosts organisation and efficiency within your CRM. Drop a comment if your CRM is crying out for some much-needed organisation! --- The countdown to the launch of my new Zoho Consultancy starts now! 🚀 Stay tuned for an exciting lineup of content over the next two months. Zoho

You know what we love about Zoho CRM? It's so easy to use, and that it helps us grow both our business and our clients. But we have a secret for you🤓 the biggest reason why Zoho CRM is so great is because of how much time it saves. We used to spend hours every week trying to find ways to make Beckmann Collaborative run more smoothly, but with Zoho apps we've gained so many hours back! 5 Years later... the bonus is that our team has learned how to use these amazing tools so well, so make customizations on our own. It's only when we want to create something a "extra fancy" that we look to one of our incredible Zoho development partners. So if you're looking for a way to save some time and money (and who isn't?), ask us about how we use Zoho CRM. Maybe you need a consultant like us. OR maybe you just need to be trained on how to use it yourself. BOOK A CALL👉 https://lnkd.in/eh-9T9bk

🚀 Embracing Tomorrow with Zoho CRM!🌟 Exciting times lie ahead for your business as Zoho CRM continues its journey of evolution. With a steadfast commitment to meeting the ever-changing needs of businesses, Zoho CRM is poised to become an even more indispensable asset. The future unfolds with a strategic focus on delivering heightened automation and AI-powered capabilities, empowering you to streamline processes and make data-driven decisions with ease. The promise of a seamless experience across all devices and platforms ensures that your interactions remain fluid and convenient, whether you're in the office or on the go. Zoho CRM's future is not just about internal enhancements; it's also about connecting your business ecosystem by providing integrations with a myriad of other essential tools. Amidst all this innovation, Zoho CRM's dedication to excellent customer support and comprehensive training stands strong, ensuring that you're equipped to extract maximum value from this dynamic platform. Step confidently into the future with Zoho CRM by your side. #ZohoCRM #FutureForward #AutomationAdvantage #SeamlessExperience #CustomerSupportChampion

Zoho CRM is a comprehensive tool that can bring all your business requirements, like sales, marketing, and customer support, under one roof, letting you plan better. That's why it's important to ensure a seamless and instant flow of business data into your Zoho CRM account. One common example is when a deal is winding its way through your business, requiring you to send and receive many documents back and forth. The signing of these documents is crucial for the progress of the deal, hence you need to update each of them in your CRM. Here is where an integration platform like Zoho Flow can be of help. One of our most popular integrations is between Zoho Sign and Zoho CRM. With this integration, once a document is signed in Zoho Sign, the status of the deal can automatically be updated in Zoho CRM, keeping the information in your CRM up to date. Check out our gallery and start using this popular integration today! https://lnkd.in/g7rdcwFR #ZohoCRM #Integration #Zoho #ZohoFlow

CRM shouldn't be complicated. That's where Zoho CRM comes in, built for small businesses with an easy-to-use interface and features that keep you focused on what matters — your customers! Contact us to customise the CRM according to your needs. #businessowner #uk #usa #india #techworkstalent #zohopartner #techworkstalent #zoho #crm #realestate #customerrelationship #manufacturing

Tip #2 for mastering Zoho CRM setup! 🛠️ Customize Fields and Layouts: Elevate your Zoho CRM experience by tailoring it to your business needs. Modify fields to capture industry-specific data and create new ones for streamlined workflows. Arrange layouts intuitively for optimal user efficiency. This customization ensures Zoho CRM aligns seamlessly with your unique business processes, making every interaction more purposeful. Ready for a CRM that works for you? Stay tuned for more tips on unleashing the full potential of Zoho CRM! 💻💪 #ZohoCRM #BusinessEfficiency #CustomizationMatters"

Back to Basics: Managing Fields & Modules in Zoho CRM! That's right, this week, we're taking a step back and covering one of the most important aspects of setting up Zoho CRM. Without some intervention, Zoho CRM can be overwhelming. It's packed with features, but when you're new, this makes it easy to get lost and feel frustrated. In today's video, I'll show you everything you need to get started and answer all of the most common questions I get when setting up a CRM, including: - How do I hide modules/tabs? - How do I edit fields in each module/tab? - How do I arrange with all my fields to make more sense? Plus, I have a killer tip to remove the stubborn 'My Jobs' module from the CRM for good! #zoho #zohocrm