Global Accessibility of Zoho CRM Understanding the Importance of Language When I first dove into the world of customer relationship management (CRM) systems, I quickly discovered that language plays a pivotal role in user experience. Zoho CRM understands this perfectly and has dedicated itself to making their platform accessible to users across the globe. This […]
Logging the Call Properly Choose the Right Time When it comes to logging calls in Revamp CRM, timing is everything. I’ve found that the best time to document a call is right after the conversation. Your thoughts are fresh, and you won’t forget crucial details. Trust me, the longer you wait, the hazier those important
Understanding the Basics of CRM Views What is a CRM View? So, let’s start from the top. A CRM view is basically a way to organize and filter your data. Think of it as a custom lens through which you can see your customers’ information. You can create a unique experience by filtering out the
Understanding CRM: The Basics Defining CRM So, let’s kick things off by talking about what CRM, or Customer Relationship Management, really means. At its core, CRM is about managing a company’s interactions with current and potential customers. If you’ve ever juggled emails, calls, and meetings, you know how chaotic it can get. That’s where CRM