Navigate CRM - Zoho Advanced Partner

For the last 7 years I have been a Zoho Partner, working with businesses of all sizes and across a wide range of industries to implement a CRM system that matches their business and sales process. For those who are brand new to a CRM, many have been utilizing a spreadsheet to keep track of things. This is an understandable tool for smaller businesses but people quickly realize that this is not a sustainable tool and need something more robust. This gave me the idea to write "Beyond the Spreadsheet: Growing your business with a CRM". I talk about how a CRM can benefit your company, you can find it on Amazon! #crm #zoho #zohocrm #zohopartner #beyondthespreadsheet #businessconsultant #smallbusiness #navigatecrm #ditchthespreadsheet https://zurl.co/K0Qg

Enhancement to the "Start Calls" permission in Zoho Cliq admin panel New location for "Start Call" permissions Updated functionality of the "Start Call" permission This will be live by Sep 15th 2024 #zoho #zohocliq #zohopartner #zohoconsultant #businessconsultant #navigatecrm https://zurl.co/kTP0

Zoho CRM - Zoho CRM Community Digest - July 2024 CRM introduced new features to streamline your workflow and boost productivity, among other improvements. Additionally, explore how other Zoho users addressed their challenges and shared valuable solutions in our community forum highlights. Take a look! #zoho #zohocrm #crm #zohopartner #zohoconsultant #businessconsultant #navigatecrm https://zurl.co/klfm

Zoho Desk - Setup page changes: Regrouping and categorization of features #zoho #zohodesk #zohopartner #zohoconsultant #businessconsultant #navigatecrm https://zurl.co/0C8z

One of the most rewarding aspects of my work is hearing from clients who express how much they value our collaboration. Recently, a client told me something that truly touched me: "Michelle, I wish I would have found you 2 years ago." These words mean a lot to me because they reflect not only satisfaction but also the impact of meaningful partnerships. Knowing that I've made a difference in someone's business, whether it's helping them achieve their goals or navigate challenges, is incredibly fulfilling. Thank you to all my clients for your trust and collaboration. Your success stories inspire me every day, it is one of the reasons I love my job! If you are considering implementing Zoho CRM (and other Zoho programs ) or you are a current Zoho user and need help with your system, please reach out. #ClientAppreciation #Partnership #SuccessStories #Gratitude #Zoho #ZohoCRM #ZohoOne #ZohoPartner #ZohoConsultant #BusinessConsultant #NavigateCRM https://zurl.co/wS4z

Zoho CRM - Now filter your records by multi-select pick list values from a dropdown with additional operators It is now possible for you to filter your data with precision and accuracy with the convenience of displaying values in a dropdown just like in single picklist fields. #zoho #zohocrm #zohopartner #crm #zohoconsultant #navigatecrm #businessconsultant https://zurl.co/gmzX

Zoho Desk - Importing Data in Zoho Desk: Improved UI and added functionality Transparent process and status tracking Unique identifier for entity mapping Enhanced error handling and log accessibility Support for custom modules Reverting imports #zoho #zohodesk #customerservice #zohopartner #zohoconsultant #businessconsultant #navigatecrm https://zurl.co/tf9v

Zoho Projects - Introducing Teams on Zoho Projects Android app #zoho #zohoprojects #projectmanagement #zohopartner #zohoconsultant #businessconsultant #navigatecrm https://zurl.co/rnkQ

Zoho Projects - We've enhanced our Zoho CRM and Zoho Projects integration – here’s what’s new Zoho has enhanced the visibility to client information by adding a specific Client Configuration section. While the client mapping functionality was available in the previous setup, it wasn't explicitly displayed to users. Now, they are making it upfront and transparent, ensuring that you're aware of how Zoho Projects clients are mapped to CRM Contacts and Accounts. #zoho #zohoprojects #projectmanagement #zohopartner #zohoconsultant #businessconsultant #navigatecrm https://zurl.co/6oQi

For the last 7 years I have been a Zoho Partner, working with businesses of all sizes and across a wide range of industries to implement a CRM system that matches their business and sales process. For those who are brand new to a CRM, many have been utilizing a spreadsheet to keep track of things. This is an understandable tool for smaller businesses but people quickly realize that this is not a sustainable tool and need something more robust. This gave me the idea to write "Beyond the Spreadsheet: Growing your business with a CRM". I talk about how a CRM can benefit your company, you can find it on Amazon! #crm #zoho #zohocrm #zohopartner #beyondthespreadsheet #businessconsultant #smallbusiness #navigatecrm #ditchthespreadsheet https://zurl.co/K0Qg