The role of a CRM admin and beyond | Small Business Heroes E10

The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by building a house himself for his family. However, over the last four years, Troy has dedicated his time to learning to code, especially Deluge. He now works as a CRM administrator and works hard to customize Zoho CRM and set up a smooth sales and customer relationship process at his company.

Check out the previous episodes of Small Business Heroes here.

Topic Participants
Vinit Tibrewal
Michael Trow

Sticky Posts
Tip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
The role of a CRM admin and beyond | Small Business Heroes E10
The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by building
ZUG in-person meetups - set up CRM automations for your customer journey
Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to use
Tip #24: Customizing Deal stages for your business
Hello folks, As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the Deal Stage pick-list values in your Zoho CRM account. We have had many users ask us if they can edit the Deal Stage picklist values based on their exact requirement in Zoho CRM. The answer is yes, you can modify the stages based on your sales process. We understand that every business is unique and involves a unique sales process. While the Deal stages that are listed by default in Zoho CRM
Function #42: Organize Contacts based on the Deal Stages
Welcome back everyone! Last week's function was about updating subform records in two accounts simultaneously whenever one of them is updated. This week, it's going to be about displaying the Deal stages as "tags" in the Contacts records. Business scenario We all have our own ways of categorizing stuff. Lets say, you have a bunch of novels and you categorize them based on the genre, like "Action & Adventure", "Fantasy" or "Thriller". All of them are placed under a "Book Shelf" with separate sections