Managing a subscription-based business can be a daunting task, from keeping track of payments to managing cancellations and upgrades. This is where Zoho Subscriptions comes in handy. Zoho Subscriptions is an online subscription management software that simplifies subscription management and billing for businesses of all sizes. In this blog post, we will introduce Zoho Subscriptions…
Author: Ravi Mirchandani
An experienced Business Analyst, Project Manager and Trainer, with over 30 years experience in implementing CRM solutions, specifically 45+ applications in the Zoho One ecosystem, Goldmine, HEAT SM, Hubspot, Quotewerks (CPQ), across Sales, Marketing, Support and other customer touch points.
Leads a team of Subject Matter Experts, proficient in CRM Workflow Automation, Financial Systems (Zoho Books, QuickBooks, Xero), and Geographic Information Systems (Esri, Satellite Image Processing, Statistical Growth Modelling).
Considerable expertise in developing bespoke custom Apps (Zoho Creator, PHP, Deluge coding) and systems integration.
Has conducted several migration projects requiring data transfer and synchronisation between SQL and Zoho.
Helps SMBs leverage India for Business Process Outsourcing, to lower costs for repetitive, resource intensive tasks, from Data Digitisation, to Research and Back-office Administration work.
Zoho CRM and Custom Functions
Custom Functions in Zoho CRM allow you to extend the functionality of the CRM by adding your own custom code. This can include things like custom calculations, validations, or automation workflows. Custom functions are written in Deluge, an easy-to-use programming language specific to Zoho, and can be triggered by events like record creation or update….
Using Workflows in Zoho CRM
Workflows can replace many manual tasks, saving time, effort and ensuring data integrity. Let us take an example of; Updating the Account status when a Deal is progressed in Zoho CRM, as this can provide several benefits, such as: Improved visibility: Updating the Account status can provide better visibility into the overall status of the…