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Articles in CRM Wars

Email Nirvana Part II – Cazoomi Sync, Potentials in Zoho – Eureka!
12/08/2011 – 5:26 pm | 4 Comments
Email Nirvana Part II – Cazoomi Sync, Potentials in Zoho – Eureka!

It’s been a few months since my last rant..er post on email marketing and campaigns within Zoho. Since that last post we have accomplished a couple of really good things: 1) we worked with the …

Zoho Email Marketing Nirvana…
06/08/2011 – 4:14 pm | 3 Comments
Zoho Email Marketing Nirvana…

SOON. I hope. At least that’s what I’m being told is going to happen. If you have been following any of our recent posts on this topic (such as my post on the new Zoho …

The Big But Post
05/18/2011 – 2:57 pm | 4 Comments
The Big But Post

**Updated**
So if you read my last post you know I am on an automation kick here at D-Tools. Just trying to make everyone’s job a little bit easier. In that post I …

Be the Squeaky Ball, Danny
05/09/2011 – 3:04 pm | One Comment
Be the Squeaky Ball, Danny

I’ve never been accused of being a wallflower. I’m not a “whatever happens, happens” kind of guy. I’m really not at all “mellow”, I’m definitely a Type A, and in fact many friends have “affectionately” …

Things I like about Zoho 2011: Changes to Zoho Campaigns
04/20/2011 – 3:07 pm | One Comment
Things I like about Zoho 2011: Changes to Zoho Campaigns

It’s been a while since I wrote about how our sales and marketing teams use Zoho. When we first implemented the CRM system a couple of years ago we learned how to adjust our lead …

Media Environment Design Joins Zoho CRM Partner Program
01/24/2011 – 1:13 pm | Comments Off
Media Environment Design Joins Zoho CRM Partner Program

Founding D-Tools Partner MED adds Zoho CRM sales & support to its suite of business optimization services
January 18, 2011, San Diego, CA – Media Environment Design (MED), Founding D-Tools Certified Partner, has further expanded its …

How D-Tools Uses the Mass Email Functionality in Zoho CRM – Part 2: Contacts
12/23/2009 – 3:48 pm | Comments Off
How D-Tools Uses the Mass Email Functionality in Zoho CRM – Part 2: Contacts

In part 1 of this series I went over How D-Tools Uses the Mass Email Functionality in Zoho CRM to send targeted mass emails to their leads. In part 2, I will go over …

How D-Tools Uses the Mass Email Functionality in Zoho CRM – Part 1: Leads
12/23/2009 – 10:06 am | One Comment
How D-Tools Uses the Mass Email Functionality in Zoho CRM – Part 1: Leads

In the selfless spirit of the holiday season, and the selfish spirit of knowing I write better for an audience, I offer my colleagues and readers another in depth, how to articles on how D-Tools …

Vista Users Upgrading to SI5.5 SP1
09/28/2009 – 7:46 am | Comments Off
Vista Users Upgrading to SI5.5 SP1

This posting is to inform you of a slight variation in which the update to SP1 must be run on a Vista machine.  Most of the instructions in this post apply but there is one …

The D-Tools/Zoho CRM System – Good Implementation Question
11/14/2008 – 6:42 am | 2 Comments
The D-Tools/Zoho CRM System – Good Implementation Question

I received this email from Ryan Brown with Media Environment Designs, one of our D-Tools certified partners. MED is switching from another CRM System to Zoho and Ryan asked me a few great questions …

The D-Tools/Zoho CRM System – Lead Conversion Process
11/03/2008 – 3:06 pm | 2 Comments
The D-Tools/Zoho CRM System – Lead Conversion Process

Introduction here: So far I have spent most of my time re-engineering our Zoho CRM system on the Leads side of the process. Before I started I thought we had a pretty good system but I noticed some pretty serious gaps and have worked hard to correct them and refine the process. At this point I am very happy with the Leads aspect of the system and more importantly the sales team is happy as well. In fact the new processes are already generating revenue and positive customer feedback.

Don’t Fear the Process
10/23/2008 – 11:27 am | Comments Off
Don’t Fear the Process

If change is good, why do so many people have a natural aversion to it? Is it really “better the devil you know?” Change can be scary and intimidating, but one thing for sure is that it is constant, and depending on your perspective, can be the difference between success and failure. Reluctance to adapt to changes around you (many of which are beyond your control, such as our current economic and business climate for example) or plain stubborn refusal to change due to long-held beliefs have doomed countless companies, relationships and even entire careers.