Blog tagged as Zoho

Learn how to customize the Users Module in Zoho CRM. We break down how to set it up, how you might configure it, and a real world example to help you see the impact this feature can have.

Learn about Zoho CRM's Global Sets feature and how to set it up in your system. We break down how to create a global set, how to apply it to existing fields, and when to use them.

Learn more about What Is Zoho Checkout. We break down the key features, use cases, integrations, and when to use Zoho Checkout versus other tools. Read to decide if this app is right for you.

Learn about every Zoho plan they offer and which one is right for you. From Zoho CRM Plus, Zoho One, and Zoho Solo, to Zoho Marketing Plus and Finance Plus, we break it all down.

Learn how to create Zoho CRM Web Tabs to save time and improve efficiency. We give real examples of what to embed into your Zoho CRM Web Tabs and why they're important.

Learn about Zoho Vault and whether you should be using it (you definitely should). Learn about all the features of Zoho Vault, how businesses use it to boost security, and the integrations it offers.

Learn about what Zoho Solo includes, pricing, and who can best use it. If you're a solo-preneuer, this might be the Zoho solution for you.

Learn how to test your builds in Zoho CRM without risking your live data using Zoho CRM Sandbox. We break down how to set it up, best practices, and who should use this feature.

Learn more about Zoho Bigin. If you're not organizing and managing your customer data, and that task feels like too much work, Zoho Bigin is the tool for you. Read more to discover how simple this app can be for you to improve your business.

Learn about the Zoho CRM email credibility report and why you should be reviewing it regularly. Learn about the key metrics it tracks and why they matter. Also, learn how to fix your email credibility if you're scoring low.