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Best Ways to Potect and Maintain Your Zoho CRM with Periodic Health Checks

Best Ways to Potect and Maintain Your Zoho CRM with Periodic Health Checks

by Catalyst Connect | Jan 23, 2023 | Zoho One, Zoho Customization, Zoho Settings, New Features, Zoho Features, Blog, Google, News, CRM, Zoho, Zoho CRM

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...
Ace Hardware Great Lakes Delivery Management System Case Study

Ace Hardware Great Lakes Delivery Management System Case Study

by Catalyst Connect | Dec 2, 2022 | Uncategorized, Blog, News, Website Design, New Features, Google

Ace Hardware’s Great Lakes Case Study How Ace Hardware’s Great Lakes Franchise increased efficiency and customer satisfaction with the Delivery Management System. Challenge The client lacked a middleware application bridging their order origination software (Epicor)...
Zoho Data Import and Deduplication App

Zoho Data Import and Deduplication App

by Catalyst Connect | Nov 10, 2022 | Zoho CRM, Zoho One, Email Marketing, Zoho Customization, Zoho Settings, New Features, Blog, Google, CRM, Zoho, Website Design

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...
Zoho Feature Updates: Developer Edition

Zoho Feature Updates: Developer Edition

by admin | Mar 30, 2018 | Blog, News, CRM, Zoho, Zoho CRM, Zoho Customization, New Features

Zoho CRM Developer Edition Testing new customization within your CRM is always scary when using live company data. Zoho’s new CRM Developer Edition allows an added CRM account, which functions with test data, and has no effect on live data. Zoho touts this feature as...
Zoho Feature Updates: Subforms

Zoho Feature Updates: Subforms

by admin | Mar 26, 2018 | Blog, News, CRM, Zoho, Zoho CRM, New Features, Zoho Features

Additional Date Within CRM Modules through Subforms Zoho CRM already allows a lot of customization within each module, but there is certainly more that can be added. With the newest update, Zoho released Subforms within CRM modules. The subforms are basically a table...
Zoho Feature Updates: Zia Reminder

Zoho Feature Updates: Zia Reminder

by admin | Mar 23, 2018 | Zoho, Zoho CRM, New Features, Zoho Features, Blog, News, CRM

Let Zoho’s Virtual Assistant, Zia, Set Your Reminders Do you have time to set reminders for every single contact in your Zoho CRM? No? Neither do we. But Zoho is here to help. In the newest Zia update, Zoho has released the ability to set reminders for records,...
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