Blog tagged as CRM

Learn how to configure dependency fields in Zoho CRM. Understand how this fits in real world examples, and how to configure Zoho CRM to meet your requirements.

The Business Card view is a small feature in Zoho CRM, but for many companies it has a big impact. Learn about this feature, how to customize it, and how it helps your teams use the CRM.

5 Zoho CRM fields that most people don't use, or even know about. We breakdown the 5 best CRM fields people aren't using, and why you should start using them today.

What Professional Service teams get wrong when using a CRM, and how to get it right. We walk through the challenges of using a CRM in professional service teams, and our picks for the best CRM systems for consultants, accountants, engineers, or lawyers.

Learn how to get the most out of Zoho CRM's automation with this breakdown of Zoho CRM's Workflow and Blueprint features.

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.

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.

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.

Learn how to improve your Zoho CRM data quality with simple layout and validation rules. Turn Zoho CRM into your system of record!

Learn how to integrate Zoho Survey into your Zoho CRM processes for a better customer experience and reduce your admin time.