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...
There’s no denying that the treasure trove of business-related apps has improved our lives in many ways, automating some of the most mundane and time-consuming tasks. Yet in considering the undeniable benefits of limitless apps, we must also acknowledge how with great...
Widgets in Zoho CRM With the release of their newest feature, Widgets, Zoho is aiming to support external applications within the Zoho CRM. The widgets allow building of embeddable UI components, along with integration, within the CRM. Zoho currently supports four...
Allowing Multiple Owners for a Record in Zoho Zoho has released the ability to have more than one owner of a record (up to three) within the CRM. The added users will be considered “co-owners”. The co-owners will have the ability to view and edit the related list of...
