3Leaf CRM

One of our absolute favorite projects (and clients) to date, Avineon , was featured in a Zoho Case Study. We helped move them from Salesforce to @ZOHO CRMPlus a pilot. That grew into a major roll out of several Zoho products for their global team. Read more here - https://zurl.co/hc3Q @Zoho #zohodesk #zohocrmplus

Join us for our Zoho CRM for Everyone session, where we dive into the Zoho CRM's Next-Gen UI - CRM for Everyone. We share our initial reactions and insights on navigating this transformative update. You'll also learn key considerations before jumping to the new UI. And of course, we'll show you a few pretty features we're loving.  Check it out here - https://zurl.co/TY5N. #zohocrmforeveryone #zohocrm

Many of us believe we have to be available at all hours, whenever our clients need us. How does that impact your life and the relationships with your customers? Boundaries can make for even better business relationships and balance - https://zurl.co/R3IN

Surveys can be a trusty engagement sidekick - helping you talk to your customers, understand what they want, and keep them coming back for more. Have you asked your customers what they need? Read more about how surveys can boost customer engagement here - https://zurl.co/XLhp

Maximize your Zoho CRM screen real estate with this new(ish) feature. In Zoho CRM, the Business Card view is a nice at-a-glance of key fields, but it takes up a chunk of space. Want that space back? Here's how-https://zurl.co/oWiL #zohocrm #zohocrmtips

Social media is rich with engagement opportunities. Zoho Social can help you save time and resources by streamlining your social media marketing efforts. Here's are some ways - https://zurl.co/woGu #zohosocial #zoho #zohoone

Emails are such an easy, and still effective, way to promote your business. We get push back and a lot of questions around why we have to include certain features, like opt-out options and address info. It's a compliance thing. Read more here - https://zurl.co/fZVE

Virtual meetings are nothing new & they certainly aren’t going anywhere. We asked colleagues & clients for input on virtual meeting etiquette. Lots that we agree on (but don't all practice)! We certainly have opinions. Here's what we found. https://zurl.co/qaFa

Zoho Campaigns Workflows are a set of automated sequences designed to simplify and optimize your engagement processes. It's kind of like having a virtual sales & marketing assistant. Read more about how you can trigger specific actions based on user behavior, time, or other conditions - https://zurl.co/rm5a . #zohocampaigns #zoho #emailmarketing #workflows

Besides vowing to lofty personal fitness & health goals, the new year is an ideal time to recalibrate & set new business objectives. CRM isn't just a digital address book; when thoughtfully configured and optimally utilized, it becomes a powerful tool that can streamline your operations, improve customer relationships, and ultimately boost your revenue. Learn 7 Keys to CRM Success for 2024 - https://zurl.co/yMQX.