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Read more: Zoho CRM Setup Mistakes That Are Costing You Time and Money
Zoho CRM gets a bad reputation for being complicated. In most cases, that’s not the issue. The issue is how it was set up. Here are the mistakes I see all the time—and what they’re costing you. 1. Trying to Build the “Perfect” System Too many fields. Too many modules. Too many rules. The result? No one uses it. Fix: Start simple. Add complexity later. 2. Ignoring How Your Team Actually Works A CRM that looks good on paper…
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Read more: Zoho One: Enterprise Power Without the Enterprise Price Tag
For years, “enterprise software” has carried a certain reputation: powerful, comprehensive… and wildly expensive. Traditionally, only large organizations with deep pockets could afford fully integrated systems that handled sales, marketing, finance, support, and operations all in one place. That’s exactly the gap Zoho Corporation set out to close with Zoho One. What Is Zoho One? Zoho One is an all-in-one suite of 40+ business applications designed to run an entire organization. Instead of stitching together separate tools…
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Read more: Zoho One: Enterprise Power Without the Enterprise Price Tag
Zoho One gives you 45+ fully integrated apps in one powerful platform—eliminating the cost, complexity, and headaches of managing multiple systems. The result? Lower expenses, better visibility, and a business that runs smarter and faster. It’s not just a better deal—it’s a competitive advantage. Try Zoho One Now. Zoho One Sales & Marketing Apps Zoho One Finance & Accounting Apps Zoho Back Office Apps Business Process Apps
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Read more: Tech Benders Promoted to Zoho Advanced Partner
We Got Promoted (No, Not the Corner Office Kind… the Zoho Kind) There are a few moments in business that feel like a real “level up.” Landing your first big client. Hiring your first employee. Finally figuring out where that one setting is in Zoho that’s been hiding from you for three years. And then there’s this one:We’ve officially been promoted to a Zoho Advanced Partner. 🎉 Yes, we’re feeling pretty good about it. No, we’re not buying…
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Read more: LinkedIn Finder for Zoho CRM: Because Stalking Prospects Should Be Easier
Let’s be honest. Prospecting often looks like this: Open CRM.Open LinkedIn.Search company.Search people.Click profiles.Get distracted.Twenty minutes later you’re reading someone’s post about their dog getting promoted to “Chief Happiness Officer.” There’s a better way. LinkedIn Finder for Zoho CRM helps you find the right people at the right companies without leaving your CRM—or falling down the LinkedIn rabbit hole. The Problem: Your CRM usually starts with partial information. You might have: A company name A phone number A…
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Read more: Comparing Email Options in Zoho CRM (and Why It’s Way Easier Than ACT + Outlook)
Email is still at the heart of most CRM activity. Sales conversations, follow-ups, support threads—it all lives (or should live) alongside your customer records. One of the things Zoho CRM does well is giving you multiple ways to send email, depending on how you like to work. If you’re coming from ACT CRM, especially if you used Outlook integration, this will feel refreshingly familiar—but far less painful. In fact, dealing with Outlook + ACT was easily my…
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Read more: Karen Fredricks Elevated to Advanced Zoho Partner: A Milestone Built on Results
In the fast-growing ecosystem of business software, recognition isn’t handed out lightly—it’s earned. That’s why the recent promotion of Karen Fredricks from an Authorized Zoho Partner to an Advanced Zoho Partner marks a significant achievement, not just professionally, but as a reflection of consistent client success. What This Promotion Really Means Within the Zoho Corporation partner ecosystem, there are three primary tiers: Authorized, Advanced, and Premium. Each level represents a partner’s ability to deliver value—not just sell…
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Read more: What’s New in Bigin: The Biggest Updates from 2025
Bigin had a busy year in 2025, rolling out smart upgrades designed to save time, reduce manual work, and improve how you connect with customers. Here’s a quick look at the most useful new features and why they matter. Easier Scheduling with Booking Pages: Bigin now lets customers book appointments through simple, no-code booking pages. Meetings are added automatically to your activity list, complete with reminders and optional Zoom or Zoho Meeting links—no emails back and forth…
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Read more: Case Study: Playground King’s Leap from ACT! to Zoho One
A multi-generation family business modernizes operations, cleans up critical data, and unlocks automation for growth. Client: Playground King Consulting Partner: Tech Benders Location: Florida, USA Industry: Recreational Equipment & Playground Installation Employees: Approximately 24 Introduction: Playground King is a well-established, family-owned business specializing in the design, sale, and installation of residential playground equipment. Serving schools, municipalities, and private organizations, the company has built a strong reputation over decades for quality craftsmanship and dependable service. As the business transitioned…
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Read more: Zoho Marketing: When a CRM Follows You Across Borders (In the Best Possible Way)
I’ve always known Zoho had strong marketing… but my recent trip to Canada proved that Zoho’s marketing team might actually be telepathic—or at least incredibly efficient. It all started on the New Jersey Turnpike. I’m driving toward the exit for the GW Bridge, mentally preparing for the gridlock that only New York City can provide, when suddenly—there it is. A massive Zoho billboard. A beacon of CRM hope rising above brake lights and collective commuter despair. Hundreds…
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Read more: How I Discovered a Competitor Scraping My Website — and How Zoho SalesIQ Helped Me Stop It
Every business owner expects a little healthy competition. What we don’t expect is for a competitor to help themselves to our hard-earned content like it’s an all-you-can-eat buffet. For months, something odd kept happening on my site. On the 22nd of every month—like clockwork—a single visitor would politely (and I use that term loosely) tour all 300+ pages of my website. Every. Single. One. Now, I love an engaged audience, but this felt less “super fan” and more “super…
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Read more: Zoho Bigin: The Perfect Act CRM Replacement (Including Act! 6.0)
If you’re still using an older version of Act! CRM—especially classics like Act! 6.0—you’ve probably noticed the cracks starting to show. What was once a powerful contact management system has become outdated, harder to maintain, and increasingly incompatible with modern business needs. Worse yet, upgrading to the latest versions of Act! often comes with higher costs and ongoing subscription fees that can make you wonder if it’s even worth the hassle. That’s where Zoho Bigin steps in…
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Read more: Who Should Use the Free Editions of Zoho CRM and Bigin — and Who Shouldn’t
“Free” sounds great—especially when it comes to CRMs. Zoho’s free editions of Zoho CRM and Bigin are surprisingly capable, but they’re not one-size-fits-all. Here’s who they’re ideal for—and who will quickly outgrow them. 🎯 Zoho CRM Free Edition: Best for Small Teams Ideal for: Up to 3 users Businesses that need basic contact and deal tracking Teams without complex automation or reporting needs Think of it as a solid digital rolodex that helps you stay organized without…
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Read more: Create Quotes in Zoho CRM Without Extra Software
QuoteWerks integrates seamlessly with contact managers like ACT! and ACT! for Web, eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.
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Read more: Salesforce vs. Zoho: Acquisitions vs. Innovation
Salesforce and Zoho CRM are both great products. So why do I prefer Zoho? Quite simply, it’s a lot better “bang for the buck.” There are a number of reasons for this. Salesforce has long expanded through big acquisitions and even bigger buildings. Salesforce Software Acquisitions Over the years Salesforce has made between 65 and 70 acquisitions; the cost for the top 3 acquired products alone has been over 65 billion dollars. These moves help Salesforce build…
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Read more: Zoho Workplace: Everything Your Office Needs—Without the Big Price Tag
Tired of Office 365? There is an alternative. Zoho Workplace is an all-in-one, cloud-based productivity and collaboration suite that brings together the tools you need to work efficiently – and they all integrate with Zoho CRM! Zoho Workplace bundles three core suites into one unified experience: Mail Suite: Zoho Mail (with calendar, tasks, contacts), Zoho Cliq (chat), Zoho Connect (team collaboration) Office Suite: Zoho Writer, Sheet, and Show for creating and editing documents, spreadsheets, and presentations Collaboration…
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Read more: Zoho Books vs QuickBooks: Why Zoho Wins for Small Businesses
Choosing accounting software? While QuickBooks is the big name, Zoho Books delivers more value, tighter CRM integration, and online access—at a fraction of the price of QuickBooks. 💰 Zoho Books Pricing Zoho Books starts at $15/month (with a free plan for small businesses), while QuickBooks begins at $35/month with no free tier. Extra Zoho users cost just $3 each—QuickBooks makes you jump to higher tiers. Best deal yet: If you use Zoho One then Zoho Books is…
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Read more: Zoho Voice: Give Your Business a Voice That Works Smarter
Tired of juggling phone calls, sticky notes, and your CRM? With Zoho Voice, you can make and receive calls right inside Zoho CRM or Zoho Desk—no extra software, no switching tabs. It’s a cloud-based phone system designed for teams that want to sound professional, stay organized, and keep conversations flowing. Why You’ll Love It: Call from your browser – No phones or apps needed. Auto call logging – Every call is saved in your CRM, like magic. Smart…
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Read more: Zoho CRM Versions – Deciding on the Best One
I receive a lot of inquiries about Zoho’s product line. There are three basic Zoho products: Zoho Bigin, Zoho CRM and Zoho One. And there are additional levels for both the Bigin and CRM products ranging from free to $480/year/user. If that wasn’t confusing enough there also Zoho One that includes both Zoho CRM Enterprise and Zoho Bigin Professional. So how do you decided which product is for you? The first thing I recommend doing is determining…
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Read more: Why You Don’t Need to Purchase the Act QuickBooks Link If You Use Zoho CRM
Back in 2019 I wrote this article about the QuickBooks Link that connect Act to QuickBooks. Fast forward six years and I’m finding that many businesses running on QuickBooks eventually look for tighter integration with their CRM. Here’s the truth: you don’t need to purchase a link between your Accounting and CRM software if you use Zoho One. Here’s why: 1. Zoho Books Already Integrates Seamlessly Zoho Books, Zoho’s own accounting software, connects natively with Zoho CRM.…
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Read more: Unlocking Insights with Zoho Reports & Analytics
View Now If you’ve ever felt like your Zoho data is trying to tell you something—but you’re not quite sure what—it’s time to tune in. We’re hosting a free, practical webinar all about Zoho Reports & Analytics. Whether you’re using Zoho CRM, Zoho Bigin, or Zoho Analytics, this session will help you get more value from the data you’re already collecting. We’ll cover: How to customize existing reports How to create your own reports from scratch Building…
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Read more: Stop Paying for Extra Software: Zoho CRM and Zoho Books Work Together Out of the Box
Are you using both ACT and QuickBooks? Tired of doing double-entry? We’ve got the answer!
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Read more: Zoho Bigin vs. Zoho CRM: Which One’s Right for You?
When it comes to managing customer relationships, Zoho has a whole toolbox ready—but two of its most popular options are Zoho Bigin and Zoho CRM. If you’re wondering which one fits your business better, here’s a friendly breakdown. 🚀 Zoho Bigin: CRM Made Simple Zoho Bigin is like the “CRM Lite” version of Zoho CRM. It’s designed for small businesses, startups, or anyone just starting out with customer relationship management. The interface is clean, the learning curve…
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Read more: A Complete Guide to Zoho CRM Field Types
When customizing your Zoho CRM modules, choosing the right field type is key to capturing accurate and useful data. Whether you’re setting up a sales pipeline, contact form, or support ticketing system, understanding the field types available in Zoho CRM can streamline your workflows and enhance your reporting. Here’s a comprehensive breakdown of Zoho CRM’s field types and what each one is best used for: 📝 Text Fields Single Line Text: Capture short strings like names, cities,…
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Read more: What’s Included in the Free Edition of Zoho CRM?
In a previous article I talked about the escalation in the Act CRM product when they introduced “Act Advantage.” If you’re looking for a cheap CRM – or one that doesn’t carry an annual subscription – there is no better price than FREE. That’s right: Zoho CRM has a FREE edition. If you’re just starting out with customer relationship management, Zoho CRM’s Free Edition might be the perfect launchpad. It’s designed for small teams and startups who…
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Read more: Sticker Shock: Why Zoho Beats ACT Advantage on Price and Power
When it comes to choosing the right CRM for your business, the options can be overwhelming—and sometimes, the prices downright shocking. If you’ve taken a peek at ACT Advantage lately, you might’ve experienced a little sticker shock. Don’t worry, you’re not alone. Let’s break it down. ACT Advantage is a familiar name in the CRM world, offering basic contact management and a few bells and whistles. But at around $30 per user per month, you might start…
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Read more: Zoho CRM’s Q1 2025 Update Brings a Host of Exciting Enhancements
Spring has sprung – and so have a lot of amazing new Zoho CRM features Expanded Messaging Integrations: Now connect with customers via Line, in addition to improved WhatsApp features like message templates, threaded replies, and audio previews.Zoho Advanced Account Management: The new Account-Based Marketing (ABM) add-on helps identify and engage high-value accounts through enriched profiles and targeted campaigns. AI-Powered Tools: Meet Zia’s new SDR and Sales Coach agents, designed to nurture leads and provide actionable sales…
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Read more: Why Are So Many Businesses Leaving Act! for Zoho CRM?
In recent years, there’s been a notable shift in the CRM landscape. A growing number of businesses that once relied on Act! are now jumping ship to Zoho CRM. If you’ve been scratching your head wondering why, let’s break it down. The Decline of Act! For 40 years Act! has been a fixture in the CRM world, especially for small to mid-sized businesses. But like an old car that hasn’t been serviced in years, it’s started showing…
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Read more: Zoho CRM delivers 70% ROI and 100% increase in productivity to MicroCAD
I’ve worked with MicroCadd for more than 20 years, starting back in the days of Act! 6.0. Over time, it became clear that they had simply outgrown Act!—and for good reason: They needed to track transactions in multiple currencies. They operated across numerous locations. Their team included both English and Spanish speakers, requiring a CRM that could easily accommodate both. They wanted to automate workflows for their 65 employees. Along with Act! and QuickBooks, they were paying…
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Read more: Stay Connected Anywhere with the Zoho CRM Mobile App
You use Zoho CRM. You’ve got a smartphone. And you want to link the two together! Luckily, you don’t need to buy any extra software—Zoho has you covered with its free Zoho CRM mobile apps for iOS and Android. With the Zoho CRM apps, you’ll have instant access to your leads, contacts, accounts, and deals no matter where you are. You can log calls, add notes, schedule appointments and update records on the go. And because the…
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Read more: How Do I Export All of My Data Out of Act CRM?
One of the most common questions I get is, “How do I export Act data out of Act CRM.?” Most users have figured out that they can easily export their Act contacts to an Excel spreadsheet. If not, you can read my previous blog article. But what about the rest of the data including the Act Notes & Histories, Act Opportunities, and the Act Activities. No problem; I can help export every last drop of your Act…
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Read more: Thinking of Moving From Act to Zoho? We Can Help!
Moving from Act to Zoho can be as easy as, well, the ABC’s. Or in this case the A-Z’s. Switching from ACT to Zoho CRM could be a great move for your company – or a total disaster! Zoho offers a lot of flexibility, with features like workflow automation, AI-driven insights, and extensive integrations. Plus, the user interface is more web-friendly than that of ACT. To create a smoother transition from ACT to Zoho CRM, we can…
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Read more: Act to Zoho Conversions: More Questions from Act Users Wanting to Convert to Zoho
I’ve been doing a lot of Act to Zoho conversions lately. I have written several previous articles on what to expect when you convert your data and where to start. Here are a few great questions I received from one of my Act to Zoho conversion clients recently along with my answers in RED: After the migration, will we still have access to Act – desktop and/or cloud? No, not if you don’t renew your subscription. However,…
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Read more: Move Your Act Pro Data to Zoho Bigin
I have received literally hundreds of inquiries since Act Pro was discontinued. Some of my Act Pro customers understand this decision and ultimately move to the subscription based Act Premium for Web ($360-480/user/year) or Act Premium Desktop ($450/user/year less discounts) version. Others, however, “refuse to move to a subscription” and decide to use their Act Pro version until it literally “stops working.” Unfortunately, my experience has been that their Act Pro stops working at the worst possible…
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Read more: Zoho CRM Versions – Deciding on the Best One
I receive a lot of inquiries about Zoho’s product line. In a previous post I outlined Bigin, the entry level Zoho product. In this post I’d like to give a quick comparison of the Zoho’s full-scale CRM products. Whether you’re ready to simply replace your existing maze of spreadsheets and scattered notes, or want a full-scale CRM that can run literally every aspect of your business, Zoho has a product for you. Zoho CRM comes in four…
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Read more: Zoho Bigin Features – Deciding on the Best Bigin Version
I receive a lot of inquiries about Zoho’s Bigin product. Bigin is meant to be an entry level crm. Whether you’re ready to move beyond spreadsheets or simply replace legacy CRM tools, anyone can “bigin” their CRM journey and grow their business. Choose one of our pre-defined templates or simply get started by customizing the CRM for your business in no time. Sales deals, support tickets, customer onboarding, order delivery, customer testimonials, contracts, and everything in between—Bigin…
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Read more: ACT! Pro Users – Begin Again with Bigin
Yes, it’s true. Effective September 15, 2023 you can no longer purchase a copy of ACT! Pro. I’ve had no less than 3 dozen phone calls in the last 3 weeks from ACT! Pro users expressing their dismay, concern and/or outrage. And they all have the same questions: Where can I get a copy of ACT! Pro? Answer: you can’t. What product can you recommend that won’t require me to pay year after year? Answer: I don’t…
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Read more: Zoho Reaches 100 Million Users – A Remarkable Milestone!
Zoho has just surpassed the 100 Million Users Mark. I am not surprised. Zoho represents an amazing value in today’s world of software. I personally moved my own software from Act & QuickBooks to Zoho One over 5 years ago and have never looked back. Prior to moving my accounting from QuickBooks to Zoho Books I was paying over $2,000/year for QuickBooks. And, because I used QuickBooks invoicing I was forced into using their overpriced merchant services.…
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Read more: Zoho Social: A Frequently Overlooked App in Zoho One
Zoho One is a mammoth product. It will literally allow you to run every aspect of your business and new functionality is added on a frequent basis. If I have any criticism of Zoho One it’s that it is hard to keep up with all of the functionality. A case in point is Zoho Social, a frequently overlooked app in Zoho One. Most major companies have a marketing department that is responsible for regular posting to social…
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Read more: Check Out What’s New in Zoho CRM
2023 started off with a bang – particularly where Zoho is concerned. Over the past 12 months Zoho has released over 150 enhancements. Here are a few of my personal favorites: Roll Up Summary fields: This will give you a count of key touchpoints (number of deals, calls, etc) on a per contact basis. Global Picklists: Many of my Act! conversions created some really messy dropdown lists. This feature not only allows you to use the same…
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Read more: I just moved to Zoho CRM – Now What?
In a previous article I listed the Top 10 things former Act! users need to know when moving to Zoho. Once you start learning your way around Zoho you’ll be amazed at all the additional functionality at your disposal. Or you might be overwhelmed. If you’re feeling overwhelmed the best solution is to invest in a bit of training – or, at the very least, buy a good Zoho book!
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Read more: Act! to Zoho Conversions: Where Do I Start?
I’ve written several articles comparing Act! to Zoho. Most of my Act! users simply don’t want to change. Occasionally clients do want to move to Zoho and are wondering: where do I start? Here are my planning steps: Determine level of Zoho you need. There are two questions I normally ask prospects: How many custom fields do you need? All versions of Zoho CRM contain basic contact fields such as Name, Address, Email and a couple of…
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Read more: Tech Benders Helps MicroCAD With Their Act! to Zoho Conversion
I am both an Act! Consultant and a Zoho Consultant. Or, as I like to say, I cover CRM software from A (Act!) to Z (Zoho). I am not saying that one product is necessarily better than the other; they are just “different.” My Act! users tend to represent smaller business (1-15 users) while my Zoho users tend to be larger business (15 and up). That’s not to say that a large company of 30 or 40…
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Read more: Is Karen Happy with her move from QuickBooks to Zoho Books?
What’s in a name? These days a lot – if your name happens to be Karen. Who knew that “being a Karen” would become a thing? I try to keep a really low profile, especially if I am unhappy with one of my service providers. And I try to give positive reviews whenever possible hoping that I can convert those “Karen Haters” one person at a time. I was recently asked by a colleague whether or not…
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Read more: Should I move to Zoho or Stay with Act?
I have consulted in Act for over 20 years. As a result I am often asked by my clients whether they should remain in Act or move to Zoho. The response varies on a case by case basis. Here are a few things to ask yourself when deciding between Act! or Zoho: What am I unhappy about with Act!? If you have outgrown Act! and need more powerful usage such as integration to other systems then moving…
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Read more: Zoho One
Start your free trial of Zoho One Here! Replace your patchwork of cloud applications, legacy tools, and paper-based processes with one operating system for your entire business. Zoho One includes over 40 apps designed to manage all facets of your business. And they are all included as part of Zoho One for one low price! Of course, you can also pay for any of these apps separately if you prefer. The rule of thumb is that if…
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Read more: Act or Zoho – Which Way Do I Go?
Act! or Zoho: which is the best way to go? I received the following emails from one of my clients this week. It’s typical of what I have been hearing from so many of my clients lately. They are not happy with Act but don’t know what to do. “Karen, I’ve been using ACT for 20+ years and working with you for the last several years. I feel like ACT is getting too “glitchy” and less and less…
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Read more: Why Should You Move to Zoho Books?
Whether you are running a start-up that needs an easy, low-cost accounting system or you are a well established company that has outgrown your existing accounting system you might consider taking a look at Zoho Books. There are several reason you might find Zoho Books to be a great accounting solution for your business including: Easy Setup: The Zoho Books setup consists of a series of easy to follow wizards. You can also import your existing customers,…
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Read more: What’s So Great About Zoho CRM for a Startup? Everything!
No matter what kind of business you have, you need the proper software to run it and the proper hardware to run it on. But with so many platforms available, it can be difficult to make a decision That’s where a great Zoho CRM Consultant can help. The initial foray into software for many startups begins by using the software they have used or “heard about.” They’ll start with something like Office to track documents and spreadsheets.…
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Read more: Is it Time to Leave QuickBooks and Move to Zoho Books?
There’s no doubt that QuickBooks is a great accounting system used by over three million subscribers. After all, it is the Number One selling accounting product in the US. However, not everyone who uses QuickBooks loves it; in fact, I often hear from my clients that they actually hate it. However, many QuickBooks users feel that they are “stuck” with it not realizing that there is a great alternative in Zoho Books. Not sure if you are…
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Read more: Act to Zoho Conversion: Where Are My Act Groups?
When I do an Act to Zoho conversion for one of my clients the first thing I am often asked is “Where Are My Act Groups?” As the name implies, a group is a collection of contact records. The Act Group can be populated statically (manually) or dynamically (automatically). I’ve often discussed how much I love Act’s Dynamic Groups – and how much I dislike Act’s Static Groups. There’s no doubt that, whatever the methodology, Act users love…
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Read more: CRM Implementations: What CRM Addons Should I Use?
One of my clients recently reached out to me asking if there are any CRM addons or other features that he should be considering to go with their CRM installation. My first thought was I didn’t fully understand what they found lacking in their CRM, or what they were looking for. On second thought I realized it was actually a pretty good question. I like to say I deal in CRM from A (Act!) to Z (Zoho).…
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Read more: Zoho Consults: Why You Need Help from a Zoho Expert
A prospect called me this week. He had a ton of issues with his Zoho CRM usage and was looking for a Zoho Consultant. Apparently Zoho CRM had “lost things” including his notes from his old Act product. He found Zoho CRM to be “confusing” to the point where he didn’t even know how to add another user. He also felt he was paying too much based on some advertising he had recently seen. When I asked…
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Read more: CRM in a Remote Environment – ACT! or ZOHO
I have consulted in ACT! for over 20 years. More often than not, especially in the current Covid environment, companies require “remote access” to all of their data. I have Act clients and I have Zoho clients. So which CRM is better in a remote environment: Act or ZOHO? Zoho, hands-down. I used to explain that the process was fairly simple in ACT!: Install ACT! on the Server Install the Sync Services on the server Install ACT!…
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Read more: ZOHO One – An All You Can Eat Buffet of Apps
ZOHO is probably best known for its CRM functionality. However, in recent years this functionality has expanded to include 40+ productivity tools; this suite of products is known as ZOHO One. These tools are so comprehensive that some people refer to ZOHO One as the “operating system for business.” Log into the Internet and you can run your entire business without ever having to install a single piece of software. Imagine that! ZOHO One has an amazing…
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Read more: Play a Game of ZOHO Gamescope
Sales can be a series of ups and downs. Rejection can be rude and brutal, and it can be constant. You might feel that you are being crushed by quotas. It can make the salesperson wonder why he chose this profession, question the meaning of life and consider asking for a refund on his college degree. This is not anyone’s idea of a good time. Traditionally, corporations measure sales performance by one of two factors: the amount…
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Read more: ZOHO’s Recycle Bin – A True Example of CYA Technology
It is easy to remove records in ZOHO. Fortunately, it’s just as easy to recover them! The ZOHO Recycle Bin stores all the records from all the CRM modules as and attachments that are deleted from the ZOHO CRM.
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Read more: DIY CRM – Why It Won’t Work and How To Get Help from The ACT! and ZOHO Consultants
There is a famous story about Pablo Picasso. A woman is strolling through a local park when she spots Picasso sitting on a bench. She summons the courage to speak to him. “Excuse me. You’re Pablo Picasso right?” Picasso smiles and nods yes. “Would it be possible to have you sketch my portrait? I’ll be happy to pay you.” Picasso agrees and studies the woman carefully for a few moments before taking out a pen and paper.…
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Read more: Thinking of Moving to Zoho Books? Here’s What You Need to Know
Accounting might be the hardest part of running a business. One mistake might keep you awake for hours. That’s why you need Zoho Books. Zoho Books will make most of your accounting hassles disappear. This online accounting software makes everything cloud-based and completely digital so you can better manage your finances, automate business workflows, and work collectively across departments. You can easily collaborate with your colleagues and perform end-to-end accounting from your desktop or your mobile device.…
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Read more: What’s with The ZOHO Calendar?
Many users of ZOHO have recently converted from other products including Act CRM. One of the first questions I’m often asked is “Where’s the ZOHO Calendar?” That’s an easy one; the Calendar icon is hidden away at the top right corner of ZOHO’s menu bar, cleverly disguised as a date. Can’t identify the icon? Think back to your old desktop daily calendar – if you’re old enough to have had one! Once upon a time, ACT! was…
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Read more: Act to ZOHO Conversions: Now What?
If you have recently gone through an Act to ZOHO conversion you might be looking for help. As a 20-year ACT! Consultant – and the author of 7 books on the subject – it’s small wonder that so many ACT! users turn to me when they are ready to switch from ACT! to ZOHO. If you’re thinking of making the move, you might find my article comparing ACT! to ZOHO to be helpful. Basically, you might want to…
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Read more: Hey CRM Guru – ACT! vs ZOHO? Which Way Do I Go?
As a 20+ year ACT! Certified Consultant and the author of 7 books on the ACT! CRM software, ACT! users represent a large portion of my business. And as a ZOHO Partner I’m often asked: “Which product is better? ACT! or ZOHO?” This question is a challenging one to answer. Both ACT! and ZOHO are great products; it totally depends on what you’re looking for. But here are my thoughts on Act vs ZOHO. ACT! Pro Single Users:…
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Read more: Say Good-Bye to QuickBooks with ZOHO Books
I did it! Last week I finalized my conversion from QuickBooks to ZOHO books. I’ve been working on this since January. I am not a slacker; frankly, I was just scared to make the final plunge. After all, I have been using QuickBooks since I started by business over 20 years ago. I am a former QuickBooks Pro Advisor. I have a degree in Accounting. I know QuickBooks like the back of my hand. And I am…
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Read more: Is Your Expense Report Driving You Crazy? Try ZOHO Expense
Congratulations! You flew out to Denver, closed a big deal, and now you are sitting in the airport relaxing with a well-deserved glass of wine. But wait! It’s the end of the month and your expense report is due tomorrow. And if you don’t get the latest batch of expenses logged in you’ll have to wait another month to get reimbursed. Enter ZOHO Expense, an online expense reporting software that automates expense report creation, streamlines approvals and…
