CRMTips

  • What Is a Custom CRM Field?

    ·

    Karen

    If you’ve ever worked with a CRM (Customer Relationship Management) system, you’ve probably noticed lots of built-in fields—things like First Name, Last Name, Email, and Phone Number. Those are standard fields that come with every CRM. But what happens when you need to track something unique to your business—say, a customer’s favorite product line, franchise location,…

    Read More

  • Importing and Exporting: It’s So Much Easier in Zoho CRM Than in Act! CRM

    ·

    Karen

    Data is the lifeblood of any CRM system. Whether you’re switching platforms, updating contact info, or simply backing up your data, the ability to easily import and export records is critical. If you’ve ever tried performing these tasks in Act! CRM, you already know it can feel like solving a Rubik’s cube blindfolded. Fortunately, Zoho…

    Read More