Introducing Cloutex for Chrome. Cloutex is a free plugin for Google Chrome that allows you to pull data from your Linkedin account to your Zoho CRM Account. Simply login to your Linkedin account, find the contact and click the Red X beside their name. A pop up box is loaded with the captured details (depends[…]
FlexableIT was one of 100 companies from around the country invited to represent the UK’s 5.2 million small businesses in Downing Street on Friday 5th of December to mark the UK’s second Small Business Saturday when small, independent businesses in communities across the country were put in the national spotlight. Speaking about Small Business Saturday 2014,[…]
Zoho and FlexableIT are pleased to announce Zoholics in London March 2015. Zoholics is a User Conference hosted by Zoho and supported by local Partners. It is split over two days, attend either day or both days. Day one has sessions on Zoho and Sales & Marketing Apps (CRM, Campaigns etc), whilst day two has[…]
What is Zoho CRM Telephony Integration? Zoho CRM Telephony Integration is an integration that connects a Lead or Contact record to your phone system. This allows you to do a number of actions: Click on a contact’s phone number to make a phone call Screen pop a contacts record when a phone call is received Assign[…]
Zoho CRM Plus helps you engage with the right prospects, sell more effectively, retain more customers, while measuring and improving every customer-facing activity. Zoho CRM Plus is a bundle of the most common combination. It includes: CRM Support Campaigns Survey Projects SalesIQ Social Reports Attract, retain and delight more customers. Beyond basic lead and contact[…]
CRM View For Activities The CRM View for Activities in Zoho CRM is available for the tasks, events and calls in the Activities module. A clear view of the type of tasks and the priority would give sales individuals a helping hand in managing time and concentrating on what is most important. The view is[…]
Introducing Zoho Projects Tab A new tab called “Zoho Projects” will be visible for the users who have the “View” permission in Zoho Projects Integration. Inside which you can see a complete Zoho Projects interface associated to the configured portal. Accounts – Client Mapping While you are integrating Zoho Projects with Zoho CRM, if there[…]
FlexableIT is hosting two free two hour workshop in the Colston Office Centre on the topic of “Growing Your Business – How to improve sales, cash-flow and profits – with CRM (Customer Relationship management)” You will gain an understanding of the key drivers of growth and answer some of the key business questions: Your customers are your[…]