Blog

Workflows vs Blueprints in Zoho CRM: When to Automate and When to Guide
Learn the difference between Workflows and Blueprints in Zoho CRM—and when to use each. This guide helps you decide when to automate and when to add human input, so your CRM runs smoothly and supports your business goals.
05.05.25 09:48 AM
Is Zoho CRM Right for Your Business? Here's How Deals Makes Zoho Different.
Zoho CRM’s Deals module goes beyond tracking sales — it helps manage revenue, forecast growth, and streamline operations. Learn how different industries use it and why expert setup makes all the difference.
05.01.25 10:29 AM
AI Is Powerful, but It’s Useless Without a Solid Foundation
Thinking about using AI in your business? Learn why a strong foundation of clean data, documented processes, and reliable systems is essential before implementing AI tools like chatbots, content generators, and automation.
04.30.25 11:17 AM
The Real Cost of Implementing Zoho CRM (And Why You Shouldn't Do It Alone)
Learn the real cost of doing a Zoho CRM implementation yourself, and how hiring a Zoho CRM partner can save you time and improve your outcomes.
04.30.25 11:17 AM
3 Zoho Social Features We Love for Managing Social Media with Ease
Three features you might have missed in Zoho Social to help you collaborate and catch more leads.
04.28.25 08:00 AM
How to Improve Your Zoho Sites Website Visibility on Google Using Sitemaps
Learn how to improve your SEO and generate more leads with Zoho Sites. This quick Sitemap update allows google to better understand your website and its content.
04.25.25 08:00 AM
Use Layout and Validation Rules in Zoho CRM to Improve Data Quality
Learn how to improve your Zoho CRM data quality with simple layout and validation rules. Turn Zoho CRM into your system of record!
04.24.25 08:00 AM
How to Use Zoho Survey with Zoho CRM to Collect Better Customer Data
Learn how to integrate Zoho Survey into your Zoho CRM processes for a better customer experience and reduce your admin time.
04.23.25 10:14 AM
Zoho CRM Blueprint Hack: Track Process Milestones with Date Stamps for Better Visibility
Learn how to better track your blueprint activity in Zoho CRM. This unlocks better analytics, accountability, and control in your business. Make your CRM your most accountable team member!
04.22.25 12:51 PM
Track Stage History in Any Zoho CRM Module (Not Just Deals!)
Learn how to set up stage history tracking in ANY Zoho CRM module, including leads, projects, and jobs.
04.22.25 12:50 PM