How Healthy is Your CRM? When was the last time you checked the health of your CRM? A CRM Health Check is a comprehensive review of your CRM data, systems, processes, and security features. The goal is to make sure that the data in your CRM is clean, useful, and...
Keep your CRM data organized with the Zoho Import Tool from Catalyst Connect Information management is a staple of any business’ efficient workflows. In the course of doing business, CRMs get cluttered when trying to import data from sources that use different naming...
In this first of the Catalyst Connect video training series for Zoho CRM “Users and Company Details”, CEO and Catalyst Connect company founder John-Mark Bantock helps us understand how to set up Zoho CRM user permissions and why it’s so important in establishing...
Today’s customers expect more than outstanding service; they want engagement with companies on social media. Choosing a social CRM system that tracks and simplifies the process of interacting with customers on social media is the ideal solution. Zoho partners...
CRM systems are standard for sales organizations. However, not all companies use CRM effectively to increase sales team performance. If you’re wondering whether your company makes the best use of CRM for sales performance, consider contacting the Zoho experts from...
