Insights

Unified Zoho One 2021

23.10.21 12:13 AM - By Ravi Mirchandani - Comment(s)

Not many potential Zoho users (and indeed existing users) are aware of Zoho One, which is a bundled package, offering 45+ Apps from a single sign-on, with built-in integrations, at an amazing price point! As a customer, if you are subscribed separately to different Zoho Apps, you may already be payi...

Zoho CRM Activities being split

03.10.21 07:43 PM - By Ravi Mirchandani - Comment(s)

It is finally happening folks and the much used Activities Module is being phased out and replaced by three separate Modules called Calls, Tasks and Meetings.

Why might you ask?

There are many feature requests that were not possible within just the one Activities module and I cover some of them below...



WhatsApp with Zoho CRM

06.09.21 03:58 PM - By Ravi Mirchandani - Comment(s)

With the WhatsApp integration and the resulting Messages module coming soon to customers from Zoho directly, it is a good time to clarify a few important points, amidst all the excitement and anticipation.

  • This integration is with WhatsApp for Business (not the standard WhatsApp)
  • You can't port an exi...

Zoho One Unified Interface

01.09.21 09:00 PM - By Ravi Mirchandani - Comment(s)

As a Zoho One customer, you will appreciate the ROI offered on this subscription with access to the 50+ Apps, collectively known as the Business Operating System! Many companies run their entire end to end operations on this integrated platform, enjoying the many benefits of seamless data-sharing be...

Canvas for Zoho CRM

12.08.21 06:10 PM - By Ravi Mirchandani - Comment(s)

Canvas is in two words, simply brilliant, and enables you to change the User Interface (UI), increasing user adoption and enabling faster navigation to the more important information held in your Zoho CRM.

You don't need to be a coder, techy or even a painter, as it is a drag and drop design editor! ...

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