Email is still the primary communication for most businesses and consumers. A recent MarketingSherpa survey found that the majority of consumers prefer to be contacted via email, and a HubSpot statistic indicates that 66% of U.S. consumers buy as a result of email marketing. Those are persuasive metrics that indicate we need to make the effort to do it right. Let me share five Big Ideas on how to maximize your efforts and marketing ROI. Big Idea 1 […]
Expense Reporting – Zoho Expense is here!
Zoho Corp. has a new online service, Zoho Expense. I had a chance to play with Zoho Expense while it was in beta and was quite impressed with it’s features and capabilities. While it’s a great tool for recording and tracking individual expenses, where it really shines is as a company-wide expense reporting tool. It’s well worth a look. Easy to manage and track expense receipts Drag and drop receipt images into the receipt […]
Tutorial – Zoho CRM Lead Conversion tips for B2C
Is your target market exclusively B2C? Or, do you have a mix of B2B and B2C customers? If your customers are exclusively B2C If your leads are consumers, rather than business leads you can remove the Company field from the layout Here’s how to make this change (assuming Admin privileges): Go to Setup > Customization > Layouts | select the Leads module. Deselect the checkbox in the Company field. Drag the […]
Convert to Zoho CRM: 10 (plus 5) data migration tips
Converting data from an existing CRM system looks like a daunting task. In reality, with sufficient prep, you may be able to do it yourself. If you don’t have time (or your time is better spent elsewhere) there are professionals who can help you. Unless you have a pristine database, proper conversion prep is time consuming. But, don’t defer cleansing the data until after the conversion – the prep time is nothing compared to the effort needed should […]