If you experience errors when attempting to connect your MS Office 365 (O365) email to Zoho CRM, read these Microsoft Support articles to be sure your O365 setting are properly configured to allow access:
https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/synchronize-with-office-365/articles/office-365-crm-integration Install the Zoho CRM app for Microsoft Office 365 to seamlessly synchronize data between the two applications. Currently, ...
A mobile CRM is not a downsized version of the desktop CRM. It’s a more specialized and dedicated platform aimed at higher productivity. In the mobile version, you concentrate on what matters most. In this ebook, find out about the useful features ...
Zoho Applications have a variety of administrative tools for handling sensitive financial, medical or PII data. Per the following Dept. of Homeland Security definitions: PII and Sensitive PII Defined DHS defines personal information as “Personally ...
Recent Zoho announcement regarding changes to the ZohoCRM API framework, in the event these changes might impact the work you are completing: https://www.zoho.com/crm/help/api/security-enhancement.html
Customer segmentation is the process of categorizing customers based on common characteristics such as their region, industry, product preference, or revenue generated. It is a powerful technique that helps companies better address their customers' ...