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...
You sit down at your computer one evening and check your company’s CRM to view the activity from the day. If this results in frustration because your team isn’t using it, you aren’t the only leader who encounters this problem. There are several reasons your team isn’t...
Zoho products continue to be at the forefront of emerging CRM trends. A Zoho CRM developer is a resource for ensuring your business benefits from the latest trends. We’ve put together a list of the top 5 CRM trends for you to consider implementing now: Implement CRM...
