I used my first "CRM" in 1990; it was a DOS version of Act! At the time we called it a contact manager. I picked it up because a friend spoke highly of it, so I got my own copy and loaded the program on my PC. I made that choice, and it was clearly my friend.
[Pewaukee, WI]— TopLine Results Corporation, a customer relationship management (CRM) consulting firm based in Pewaukee, Wisconsin, is announcing the launch of the ActProactive App for employee COVID-19 symptom and exposure tracking. The ActProactive App is a mobile-friendly web app that allows employees to voluntarily submit their temperature, COVID-19 symptoms, and exposure with no GPS tracking.
In a previous blog, we reviewed the steps for creating an email template in Zoho CRM. In this article, we will take a look at how to attach files such as PDFs or Word documents to your email templates.
The ability to add attachments to Zoho email templates serve several useful purposes.
If you are a Zoho CRM user, then you’ll want to consider downloading two apps to your smartphone: Zoho CRM and CardScanner. If you are an Android user, both apps are available in the GooglePlay App Store. For Apple iPhone users, both apps can be downloaded from the Apple App Store.
TopLine Results supports multiple digital marketing tools from Mail Chimp to Pardot. As partners and consultants, we have helped hundreds of businesses implement different digital marketing solutions and transition between platforms over the years. Due to our experience, we are often asked to compare products.
Business intelligence (BI) reporting tools refer to platforms that are designed to collect, analyze, transform, and report data from various sources. They present the data in a visual manner, often using interactive dashboards that provide actional insights.
Need to send the same email to multiple recipients at the same time? The “Mass Email” feature in Zoho CRM helps you streamline your communication workflow by allowing you to send the same email to multiple contacts in one action. Using this feature, an individual email is sent to each contact or lead, which means that each recipient sees only their own email address in the ‘To’ address.
In our previous article in this series, we examined how to create an email template within Zoho CRM for consistent and quick communication. In this article, we will examine how to use merge fields to personalize email templates.
In sales and marketing communications, personalization is the processes of leveraging information you have in your database to create content that feels more relevant and personal to each prospect or customer.
Vendor hosted solutions are a great way to defer infrastructure costs and resources for an organization, but where is your data? Zoho CRM discloses that information during sign up and gives you a choice!
When you initialize your account, the system looks at your IP address and preselects a location based on your information:
Sometimes it is also important for companies to maintain compliance standards and Zoho allows for the country to be changed during sign up if needed.
Zoho CRM: How to Create Email Templates
There are many benefits to using email templates in conjunction with your CRM system. Using standardized emails that are personalized to each recipient allows your business to efficiently send messages and updates your recipients will love.