Articles in CRM Wars
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 …
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 …
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 …
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 …
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 …
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 …
I just read this post, Not All Leads are Created Equal by Bob Brauer, President of StrikeIron a Data as a Services software company. I thought it was interesting and relevant because he came up …
Introduction here: For the most part I have spent the last five weeks in front of my computer, listening to Sirius Radio (The Vault), eating seeds (Art’s Sunflower and Pumpkin) and deconstructing the D-Tools/Zoho CRM …
Introduction here. I changed the title of this series from Explaining the D-Tools Zoho CRM system to Deconstructing the D-Tools Zoho CRM System because I realized that as I was trying to explain it I …
The word for today is refine. We are currently undergoing an overhaul of our internal processes, which you can read all about here. We have implemented Zoho as our CRM to help us better manage …
Introduction here. As I have stated at least twice now we have a LOT of leads in our system and we needed a solid process to manage all of these leads. In the previous post …
As I previously mentioned we have a lot of leads in our CRM system. Without some sort of solid process for managing these leads we would never be able to see the forest through the …
