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...
Whether you’re selecting an office space or the right candidate for a new role, common sense should discourage you from addressing every business concern with a one-size-fits-all approach. Having successfully guided hundreds of businesses across dozens of industries...
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 Desk and Zoho CRM Integration Zoho Desk is Zoho’s Help Desk application that utilizes the use of tickets and KnowledgeBase in order to best serve customers. Zoho has now introduced an enhancement to the Zoho Desk to Zoho CRM integration. This includes added...
