Zoho has introduced an option to Associate Emails of Leads or Contacts with their records in CRM using the Microsoft Outlook Add-in. When an email is received, an option called "Associate Email" will be displayed in the Outlook account. By clicking ...
CPQ explained with a Scenario - CPQ is an effective tool to achieve line item automation in Zoho CRM. Consider the case of Zylker Apparel, which uses the CRM to maintain a database of their customers. They are often faced with situations such as ...
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 ...