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Zoho

7 posts
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  • 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.
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  • 378
  • 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.
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  • 913
  • 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.
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  • 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.
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  • 553
  • 3 minutes
  • Implementation trends

Implementation of a new CRM should be easy

  • Posted on May 25, 2022May 25, 2022
  • 3 minutes
  • by Enterprise Insights
When CRM implementations fail, it's often because the product and its setup process are too complicated, time-consuming, and difficult for users to buy in.
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  • 637
  • 3 minutes
  • Leadership perspectives

Don’t settle for a CRM that compromises on privacy

  • Posted on May 14, 2022May 14, 2022
  • 3 minutes
  • by Enterprise Insights
Privacy is an essential tool for earning customer trust. Here's what getting privacy right looks like in Zoho CRM.
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  • 756
  • 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.
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