In part one I went over the process of getting synchronizing your contacts in Zoho CRM with MS Outlook.  In part 2 I will go over the process of getting your contacts that are now …

I think MS Visio is one of the most misunderstood, mainstream software applications in the market today  You can do so much with it but for whatever reason (actually I think I know the reason …

Part 1:  Zoho to Outlook
Before we start we need some basic definitions.
What is a Contact? In Outlook a contact is a single, stand-alone entity that typically contains some basic information about that person such as …

Create Better-looking, More-efficient SmartShapes
Attractive, realistic-looking Visio equipment shapes don’t have to be heavy and inefficient.
In this article, we’ll look at some innovative A/V equipment shapes from D-Tools that offer the win-win scenario of …

 
This is interesting; I just read that Zoho has acquired its One Millionth user (link 1, link 2), Prestige Home Automation who is also a D-Tools Customer.  Apparently Dean Dutton the Principle at Prestige heard …

Do not use Windows explorer to manage the files in your project directory.
The SI5.5 Navigator has functions for importing, renaming, and archiving your project files which should be used for this.
 Using Windows explorer to perform …

When setting your local D-Tools projects folder on your desktop (in Navigator > Setup > Application Settings > Project > Project Folder, it is important to avoid certain folder locations that can cause instability and …

There has been a change in the way wire behaves in System Integrator when working within Visio. Each end of our wire shapes are now treated uniquely: one is the “From” or “Source” end …

Managing duplicate records is one of the hardest things to accomplish in CRM software. Just trying to determine what is a duplicate is hard enough and when you find a duplicate somehow you have to …

This post does not have anything to do with business or software but I was out for the past few weeks and everyone is going to ask “how was the trip” so I thought I …

Email campaigns. Check. Every CRM has this as a checkbox on their feature list. Whether it is integrated as part of the system, as is the case with NetSuite & Oasis, or acheived through a …

We have recently been writing about our company’s experience with CRM systems, both bad and good. We are in a great place right now with our current Zoho implementation, and we finally have right tool to help us manage and facilitate the sales and marketing process that we as an organization have identified as right for us. The combination of having the right process and the right toolset to implement it has been the catalyst for positive change within our organization.