What’s new in Zoho CRM and Zoho CRM Email Integration Two free Zoho Seminars are being offered by FlexableIT, A Zoho Advanced Solution provider on May 9th at our dedicated training suite: The Coach House, Upper York Street, Bristol, BS2 8QN. Whats new in Zoho CRM July 2016 saw the biggest upgrade to Zoho CRM[…]
Free Zoho CRM Seminars – April 11th 2017 Two free Zoho CRM Seminars and an open clinic are being offered by FlexableIT, A Zoho Advanced Solution provider. The Zoho Seminars are designed to get you started and using Zoho to a basic level and to inspire you as to what / how you can use Zoho[…]
Zoho CRM 2016 – 27th July An all new version of Zoho CRM 2016 will be launched this week – Wednesday the 27th to be exact. It will be released to customers in batches – however if you wish to register for early access please contact us. So how different will it be? Existing[…]
You’ve done the hard work, you’ve done your pitch, the customer has given a tentative verbal yes now comes the next challenge – getting their signature on the document or contract. Electronic signatures are a new fast way to obtain the customer signature, whilst at the same time simplifying the process for both the customer[…]
A commonly asked question is around Zoho CRM Email Integration. This three hour free seminar will discuss: Zoho Mail, Zoho CRM BCC Dropbox, Zoho CRM Outlook Integration, Zoho POP and IMAP Support. All terms will be broken down so that you can understand the pros and cons of each option. Zoho CRM Email integration is[…]
Zoho Seminars – May 25th 2016 Two free Zoho Seminars and an open clinic are being offered by FlexableIT, A Zoho Advanced Solution provider. The Zoho Seminars are designed to get you started and using Zoho to a basic level and to inspire you as to what / how you can use Zoho CRM within[…]
Combine the data in your Zoho CRM with pre-built templates within PandaDoc utilising the Zoho CRM and PandaDoc Integration to build proposals, quotes or contracts quickly. Send the document fro PandaDoc for signature, then track when the recipiant has opened the document or which sections they have stayed on the longest. PandaDoc uses electronic signatures,[…]
This presentation from Zoholics 2015 discusses integrated Project Management with Zoho Projects and Zoho CRM. This video will give a quick overview of Zoho Projects, it will also discuss what are the challenges of integrated Project Management tools and how to find a solution. This video also demonstrates the value of having an integrated Project[…]
This presentation from Zoholics 2015 discusses and demonstrates the benefits of integration Zoho CRM and Google Apps. The Partnership between Zoho and Google is the strongest third party (i.e. non-Zoho) integration. Zoho have over 50 points of integration with Google Apps, which is probably one of the highest integrations of any vendor. Over 100,000 customers[…]
Sai Venkat from Zoho presented at Zoholics 2015 on some of the advanced customisation that you can complete in Zoho CRM. This included: Advanced Custom Fields, Data Security Settings, Related Lists and Custom Modules. Sai also talks about mapping how data flows in Zoho CRM so that you don’t loose data – for example when[…]