A View from the TopLine

Working with Email Signatures in Zoho CRM

In our previous blog (https://www.toplineresults.com/2020/07/adding-attachments-to-zoho-email-templates/) in this series, we examined sharing Zoho CRM email templates with other users. This week, we are going to take a look at how Zoho allows users to add their email signature to standard emails.

Dynamic vs. Static Marketing lists in CRM

A marketing list in CRM is generally a subset of your contacts (or leads) with whom you want to communicate. The members of the list likely have something in common – perhaps they are all working at non-profits, or maybe they are small to medium business owners in a tri-state area.

CRM: Foe or Friend – A little history might help

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.

TopLine Results Corporation Creates ActProactive Web App for Employee COVID-19 Symptom and Exposure Tracking

[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.

Adding Attachments to Zoho Email Templates

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.

Business Card Scanning with Zoho CRM

 

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.

Comparison: Zoho Campaigns vs. Constant Contact

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.

Power BI: The Leading Business Intelligence Tool

 

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.

Send a Mass Email with Zoho CRM

 

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.