Understanding Why You Might Need to Reset Zoho CRM Identifying the Need for a Reset You know that feeling when you’ve messed something up really badly? Yeah, I’ve been there. Sometimes in the hustle of managing customers and tracking leads, a little chaos tends to creep in. Perhaps you’ve added so many custom fields that […]
Understanding Your Contacts and Leads What’s the Difference? When diving into the world of Zoho CRM, it’s crucial to grasp the difference between a contact and a lead. Simply put, leads are potential sales, while contacts are existing relationships. In my experience, I’ve found that keeping this distinction clear helps streamline your sales efforts. Contacts
Understanding the Basics of Plug In CRM What is a Plug In CRM? So, before jumping into the nitty-gritty, let’s chat about what exactly a Plug In CRM is. In my experience, it’s basically a software solution designed to help businesses manage their relationships with customers and potential clients. Think of it as your business’s