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    CRM

    Comprehensive CRM platform for customer-facing teams.

    Forms

    Build online forms for every business need.

    SalesIQ

    Live-chat app to engage and convert website visitors.

    Bookings

    Appointment scheduling app for consultations with customers.

    Bigin

    Simple CRM for small businesses moving from spreadsheets.

    Sign

    Digital signature app for businesses.

    RouteIQ

    Comprehensive sales map visualization and optimal route planning solution.
    Beta

    Thrive

    Complete loyalty and affiliate management platform.

    Voice

    Cloud Contact Center Software for businesses.

    Social

    All-in-one social media management software.

    Campaigns

    Create, send, and track targeted email campaigns that drive sales.

    Forms

    Build online forms for every business need.

    Survey

    Design surveys to reach and interact with your audience.

    Sites

    Online website builder with extensive customisation options.

    PageSense

    Website conversion optimization and personalisation platform.

    Backstage

    End-to-end event management software.

    Webinar

    Webinar platform for webcasting online webinars.

    Commerce

    eCommerce platform to manage and market your online store.

    Marketing Automation

    All-in-one marketing automation software.

    LandingPage

    Smart landing page builder to increase conversion rates.

    SalesIQ

    Live-chat app to engage and convert website visitors.

    Sign

    Digital signature app for businesses.
    Beta

    Thrive

    Complete loyalty and affiliate management platform.

    Voice

    Cloud Contact Center Software for businesses.
    Beta

    Publish

    Manage all your local business listings on a single platform.

    Desk

    Helpdesk software to deliver great customer support.

    Assist

    Remote support and unattended remote access software.

    Lens

    Interactive remote assistance software with augmented reality.
    NEW

    FSM

    End-to-end field service management platform for service businesses.

    SalesIQ

    Live-chat app to engage and convert website visitors.

    Voice

    Cloud Contact Center Software for businesses.

    Books

    Powerful financial platform for growing businesses.

    Invoice

    100% Free invoicing solution.

    Expense

    Effortless expense reporting platform.

    Inventory

    Powerful stock management and inventory control software.

    Billing

    End-to-end billing solution for your business.

    Checkout

    Collect payments online with custom branded pages.

    Payroll

    Effortless payroll processing software for businesses.

    Solo

    The all-in-one toolkit for solopreneurs.

    Practice

    Practice management software for accounting firms.

    Mail

    Mail-Secure email service for teams of all sizes.

    Meeting

    Online meeting software for all your video conferencing & webinar needs.

    Writer

    Word processor for focused writing and discussions.

    Sheet

    Spreadsheet software for collaborative teams.

    Show

    Create, edit, and share slides with a sleek presentation app.

    Notebook

    Beautiful home for all your notes.

    Cliq

    Stay in touch with teams no matter where you are.

    Connect

    Team collaboration software that brings people together.

    Bookings

    Appointment scheduling app for consultations with customers.

    TeamInbox

    Shared inboxes for teams.

    WorkDrive

    Online file management for teams.

    Sign

    Digital signature app for businesses.

    Office Suite

    Powerful collaborative work platform for teams.

    Office Integrator

    Built in document editors for web apps.

    ZeptoMail

    Secure and reliable transactional email sending service.

    Calendar

    Online business calendar to manage events and schedule appointments.

    Learn

    Knowledge and learning management platform.

    Voice

    Cloud-based telephony software for businesses.

    People

    Organize, automate and simplify your HR processes.

    Recruit

    Intuitive recruiting platform built to provide hiring solutions.

    Expense

    Online expense reporting platform that simplifies expense accounting.

    Workerly

    Manage temporary staffing with an employee scheduling solution.

    Payroll

    Effortless payroll processing software for businesses.

    BackToWork

    Ensure employee safety at workplace.

    Shifts

    Employee scheduling and time tracking app.

    Contracts

    Comprehensive contract lifecycle management software.

    Creator

    Build customized apps to simplify business processes.

    Zoho Directory

    Workforce identity and access management solution for cloud businesses.
    Free

    OneAuth

    Secure multi-factor authenticator (MFA) for all your online accounts.

    Vault

    Online password manager for teams

    Catalyst

    Build and deploy serverless apps.

    Lens

    Interactive remote assistance software with augmented reality.

    Site24x7

    All-in-one monitoring solution for DevOps and IT Operations.

    ServiceDesk Plus

    Cloud-based IT ticketing system to resolve issues faster.

    MDM

    Easy-to-use & affordable web-based MDM solution.

    Patch Manager Plus

    Stay clear of vulnerabilities and cyber attacks.

    Identity360

    Cloud-native identity platform redefining workforce IAM.

    Log360 Cloud

    Store and manage your network logs with a cloud SIEM solution.

    Assist

    Remote support and unattended remote access software.

    Remote Access Plus

    Secure and comprehensive unattended access at the click of your mouse.

    Endpoint Central

    360-degree UEM solution for endpoint management and security.
    New

    QEngine

    Test automation software to build, manage, execute, and report testcases.
    New

    Endpoint Central MSP

    Streamline endpoint management, robust security, and real-time insights for managed clients.
    New

    Toolkit

    Complete resource for any admin-related lookup queries.
    New

    CloudDNS

    Optimize your domains for speed, security, and controlled name resolution.

    Analytics

    Modern self-service BI and analytics platform.

    DataPrep

    AI-powered data preparation service for your data-driven organization.
    Solutions

    Embedded BI

    Embedded analytics and white label BI solutions, tailored for your needs.

    Projects

    Manage, track, and collaborate on projects with teams.

    Sprints

    Planning and tracking tool for scrum teams.

    BugTracker

    Automatic bug tracking software for managing bugs.

    Flow

    Automate business workflows by creating smart integrations.

    Creator

    Build customized apps to simplify business processes.

    Catalyst

    Build and deploy serverless apps.

    Office Integrator

    Built in document editors for web apps.

    ZeptoMail

    Secure and reliable transactional email sending service.
    Beta

    Tables

    Work management tool to connect people, processes, and information.
    Beta

    Apptics

    Mobile application analytics, usage, and engagement monitoring solution.
    New

    QEngine

    Test automation software to build, manage, execute, and report testcases.
    Beta

    Mail360

    Universal email API platform that can power your application's email workflows.
    Beta

    RPA

    Automate manual, tedious, and repetitive tasks easily.
    Unified Customer Experience Platform:

    CRM Plus

    Unified platform to deliver top-notch customer experience.
    Unified Finance Platform:

    Finance Plus

    All-in-one suite to manage your operations and finances.
    Unified HR Platform:

    People Plus

    Comprehensive HR platform for seamless employee experiences.
    Integrated Collaboration Platform:

    Workplace

    Application suite built to improve team productivity and collaboration.
    Help Desk Management:

    IT Management

    Everything you need to help you align IT to business.
    Unified Marketing Platform:

    Marketing Plus

    Unified marketing platform for marketing teams.
    All-in-one Suite:

    One

    An integrated suite that encompasses all the apps in Zoho.

    Do more with your Zoho products

    Extensions

    Integrate Zoho products with third party applications.

    Custom Apps

    Ease work with apps tailor-made for your business.

    Industry Solutions

    End-to-end business solutions for your vertical.

    Build and Sell

    Build Extensions, Custom Apps and Industry solutions using our platforms and public APIs. Zoho Marketplace helps showcase your extensions to all our users worldwide.
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      • Enterprise Home
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      • Implementation trends
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      • Operational tactics

      Operational tactics

      15 posts
      Image of a person at a computer with an overlay of HR-related icons
      • Operational tactics

      EX metrics for sustaining success

      • Posted on February 02, 2025February 02, 2025
      • 5 minutes
      • by Emily Sloan-Pace
      Positive employee experience has ripple effects throughout an organization, but what do organizations need to track to maintain it?
      View Post
      Upward arrow drawn over wooden building blocks
      View Post
      • 272
      • 5 minutes
      • Operational tactics

      Expanding AI expertise in the workplace: an employee-centric approach

      • Posted on March 25, 2024March 25, 2024
      • 5 minutes
      • by Adriana Jacaruso
      By aligning the organization's AI objectives with the goals of its employees, org leaders can design more relevant, digestible, and effective skill-building programs.
      View Post
      a blue block with white text reading CRM admins #ZohoEnterpriseInsights over an illustrated org chart hovering around typing hands
      View Post
      • 319
      • 6 minutes
      • Operational tactics

      Leverage roles and permissions to take a CRM from usable to useful

      • Posted on March 07, 2024March 07, 2024
      • 6 minutes
      • by Alex Diamond
      CRM admins can greatly improve UX and efficiency by customizing roles and profiles to match their org chart and workflows.
      View Post
      a call center headset haloed by business iconography with a green box reading in white text BI in help desks #ZohoEnterpriseInsights
      View Post
      • 306
      • 6 minutes
      • Operational tactics

      Revolutionizing help desk management with data-driven analytics

      • Posted on January 22, 2024January 22, 2024
      • 6 minutes
      • by Alex Diamond
      Valuable BI can be extracted from service desk solutions, including insight into customers, organization inefficiencies, and the desk environment itself.
      View Post
      a businessperson selecting from a range of holographic analytics with an overlaid text reading Marketing Automation #ZohoEnterpriseInsights
      View Post
      • 571
      • 5 minutes
      • Operational tactics

      Marketing Automation: improving results by focusing on individual action

      • Posted on October 12, 2023October 12, 2023
      • 5 minutes
      • by Alex Diamond
      Every interaction with a marketing campaign gives marketers data that can help them iterate and improve.
      View Post
      Image of the Implementality podcast logo and name
      View Post
      • 330
      • 1 minute
      • Operational tactics

      Implementality, Episode 4: Two simple software automations that deliver significant time savings

      • Posted on January 26, 2023January 26, 2023
      • 1 minute
      • by Arun Srinivasan
      Dialing in your Zoho implementation can be as simple as taking advantage of existing automation options.
      View Post
      Image of two gears meshing together
      View Post
      • 571
      • 5 minutes
      • Operational tactics

      Improving alignment between sales and marketing teams

      • Posted on December 07, 2022December 07, 2022
      • 5 minutes
      • by Enterprise Insights
      By aligning the efforts of sales and marketing teams, businesses can increase lead conversions through an enhanced buyer experience—even as opportunities for customer interaction decline.
      View Post
      Image of a hand holding a graph with upward trending arrows
      View Post
      • 778
      • 5 minutes
      • Operational tactics

      The case for customer performance indicators

      • Posted on November 17, 2022November 17, 2022
      • 5 minutes
      • by Emily Sloan-Pace
      Substituting customer performance indicators for KPIs can help organizations drive a more customer-centric focus at every touchpoint.
      View Post
      Image of a person using a laptop with many hovering app icons
      View Post
      • 907
      • 5 minutes
      • Operational tactics

      Overcoming customers' digital fatigue

      • Posted on August 26, 2022August 26, 2022
      • 5 minutes
      • by Enterprise Insights
      As engagement with digital content declines, and the cost of digital advertising rises, marketers must revisit their strategies to form meaningful and effective connections with consumers.
      View Post
      Image of the Implementality podcast logo and name
      View Post
      • 384
      • 1 minute
      • Operational tactics

      Implementality, Episode 2: Building a software ecosystem that communicates

      • Posted on July 09, 2022July 09, 2022
      • 1 minute
      • by Arun Srinivasan
      Disconnected software implementations can negatively impact an organization's workflows for years, but it's not too late to leverage app integrations to turn your existing implementations into an effective ecosystem.
      View Post
      Image of a cube with sides showing icons for phone, email, and chat
      View Post
      • 629
      • 5 minutes
      • Operational tactics

      Leveraging support analytics for better CX across departments

      • Posted on June 24, 2022June 24, 2022
      • 5 minutes
      • by Enterprise Insights
      With the unique vantage point provided by customer support analytics, organizations can bolster their efforts to provide high-quality, personalized experiences across departments.
      View Post
      Image of the Implementality podcast logo and name
      View Post
      • 916
      • 1 minute
      • Operational tactics

      Implementality, Episode 1: The right (and wrong) way to onboard a new piece of software

      • Posted on June 16, 2022June 16, 2022
      • 1 minute
      • by Arun Srinivasan
      Implementing new software at scale requires planning and methodical execution. A roadmap for the rollout sets organizations up for a smoother experience down the road.
      View Post
      Image of a person with a backpack in front of an abstract business path
      View Post
      • 1.3K
      • 3 minutes
      • Operational tactics

      How to build the most effective customer journey

      • Posted on May 28, 2022May 28, 2022
      • 3 minutes
      • by Enterprise Insights
      Being intentional about the way you design your customer journey can pay off in higher conversion rates, more satisfied customers, and a healthier bottom line.
      View Post
      Image of a person's hand forming the shape of a lightbulb
      View Post
      • 764
      • 3 minutes
      • Operational tactics

      5 ways to boost CRM adoption in 2022

      • Posted on April 27, 2022April 27, 2022
      • 3 minutes
      • by Enterprise Insights
      How do you maximize adoption of your new CRM? To get the best possible ROI, your users need to be confident they can trust the system.
      View Post
      Image of a person in a suit touching a dashboard of business metrics
      View Post
      • 1.2K
      • 5 minutes
      • Operational tactics

      Critical KPIs for successful digital transformation

      • Posted on January 25, 2022January 25, 2022
      • 5 minutes
      • by Mason Marrero
      DX creates a wealth of metrics, but focusing on the ones that reflect the organization's transformation goals ensures a successful implementation.
      View Post

       

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