Understanding Business Rules in CRM Portals What Are Business Rules? So, let’s kick things off by defining business rules. In the context of a CRM portal, business rules are the guiding principles that dictate how your data should flow and behave. They help ensure that everyone in your organization follows a consistent process, which is […]
Getting Started with Zoho CRM Creating Your Account First things first, to dive into the world of Zoho CRM, you need to create an account. Head over to the Zoho CRM homepage, and you’ll find a straightforward signup process. I remember when I first signed up; it felt like unlocking a treasure chest of features!
Understanding Adxstudio Portal What is Adxstudio? Adxstudio is a powerful platform built on Microsoft Dynamics CRM that allows businesses to create engaging web portals. I’ve always enjoyed how it enhances the customer experience by providing a seamless gateway to CRM data. It’s designed for flexibility, making it adaptable to various business needs. From my experience,
1. Identify Stakeholders Understand Who’s Involved In any project, knowing who’s who is essential. I’ve learned that identifying the stakeholders early on helps set the tone for the entire requirement-gathering process. Stakeholders can be anyone from sales reps, customer service agents, to management. Understanding their role not only helps in collecting their specific needs but
Understanding the Integration Between Zoho CRM and Zoho Member Portal What is Zoho CRM? First up, let’s take a moment to talk about Zoho CRM. For those unfamiliar with it, Zoho CRM is a super handy customer relationship management tool that helps businesses streamline their processes, manage customer data, and improve relationships with clients. Personally,