CRM

Blog tagged as CRM

[Case Study] Lantera: Systematic Booking Management

20-07-2023 01:31 PM By Zirah - Comment(s)
[Case Study] Lantera: Systematic Booking Management
Lantera is a company that provides catering and event services so they are responsible for managing the bookings. Before this, they had a large number of salesperson who work to provide prospective clients with..

[Case Study] Expert Media Global Sdn Bhd: HR & Project Management

20-07-2023 01:22 PM By Zirah - Comment(s)
[Case Study] Expert Media Global Sdn Bhd: HR & Project Management
Before discovering Zoho, Expert Media Global had been working with a cloud solution that wasn't compatible amongst departments, making it difficult to work together because each team's apps had to be run in silos.

[Case Study] Nexagate: Accounts & Leads Management

20-07-2023 01:12 PM By Zirah - Comment(s)
[Case Study] Nexagate: Accounts & Leads Management
When they first came to us, they were having issues with their Sage Cloud accounting software. They're searching for a cloud-based accounting solution that can easily integrate with local banks.

Zoho CRM- How to Create Function for Mass Action Button

18-07-2023 03:15 PM By Zirah - Comment(s)
Zoho CRM- How to Create Function for Mass Action Button
This guide demonstrates how to create a custom function for a mass action button in Zoho CRM using simple steps that anyone can follow. You can optimise your productivity and take your business to the next level with the robust capabilities and adaptability of Zoho CRM.

What is Blueprint in Zoho CRM

21-12-2022 09:37 AM By Zirah - Comment(s)
What is Blueprint in Zoho CRM
Do you know that you can customize your company's workflow by using the Blueprints feature in Zoho CRM? I'd say that you absolutely can!
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