Seeking guidance
I wanted to reach out for some guidance. I’m currently working as a business consultant, and our Chief Business Officer has asked me to assist the senior members with the reworking and ongoing management of our Zoho CRM. This is a big responsibility, and I’m eager to ensure that I do everything right.
Could anyone help me understand what steps I should take to effectively manage and optimize the CRM? I’m particularly interested in streamlining workflows, improving data organization, and ensuring that our CRM works seamlessly with our existing processes.
Additionally, I noticed there are two certifications available on the Zoho website—one for "CRM" and another for "CRM Developer." I want to make sure I choose the right path for my role. Would you recommend the standard CRM certification for someone like me, or should I look into the developer certification?
I’m excited to dive deeper into Zoho CRM, and I would really appreciate some expert advice.
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Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatAct on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerfulFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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