We’ve completed several migration projects, helping customers move from older desktop Accounting systems (Peachtree, Sage 50, QuickBooks) to the online, cloud-based Zoho Books, and one of the project deliverables typically involves integration with Zoho CRM. Once set up correctly, this seamless integration enables powerful collaboration between Sales, Operations & Finance. You can synchronise Customers, Vendors,…
I am writing this article as it is surprising how few of us use MS Outlook effectively, and even fewer of us take advantage of the excellent integration with Zoho CRM! Whilst other forms of customer engagement are gaining in popularity (I have written a separate blog on WhatsApp integration here), there is no doubt…
As you deal with an increasing amount of data, you will invariably be faced with the challenge of keeping it free of duplicates. Whilst this issue exists across all databases, I am referring to Zoho CRM for the purposes of this article. Like most CRMs, Zoho has built-in deduplication functionality, which is easy to use…