CRM & Marketing Automation

/CRM & Marketing Automation

3 Ways To Throw Your Money Away On Advertising

Before you react and think that this is post about how much I hate advertising, it isn't.  In fact, I think advertising can be a great source of leads and brand awareness for a business.  But too often I see small businesses spending money on advertising for the wrong reasons.  Here are some examples of [...]

Does Your Online Marketing Feel Like Throwing Darts?

Remember the carnival game where you had three darts to throw at a wall full of balloons to win the giant stuffed panda?  Most of the darts would hit the wall, or skim by the balloon, and if you did manage to pop a balloon it would typically be for a rather unexciting small plastic [...]

How Your Small B2B Business Can Rock Social Media

The questions we typically hear most often from small businesses about social media are: Which social media networks should I consider? What type of content should I post? These are great questions and we have certainly seen a lot of boring Business-To-Business (B2B) content on social media.  It often seems that only Business-To-Consumer (B2C)  businesses [...]

Zoho to Quickbooks Integration Tools

www.zapier.com - Zapier only works with the online version of Quickbooks, not any of the desktop versions. We also can't make any changes to records anywhere, best we could do is create a brand new contact in Zoho CRM when there's a new invoice or customer in Quickbooks, and we cannot sync updates back and forth [...]

By | May 23rd, 2016|CRM & Marketing Automation|0 Comments

Importing Customers and Appointments From Bookeo To Zoho CRM

Importing customers from Bookeo: 1.  Export the customer record and make sure each row is unique.  Add a column (it must be the first column for the events steps below to work) called “Customer ID” and assign a unique identifier to each customer.  For example, enter the number 1001 as the first customer then in [...]

By | May 23rd, 2016|CRM & Marketing Automation|0 Comments

Zoho CRM and Google Calendar Sync

Each user must enable a sync between Zoho CRM and Zoho Calendar as well as from Zoho Calendar to Google Calendar from their own account. Please follow the instructions below: Zoho CRM – Zoho Calendar Sync Zoho Calendar provides the option to have a two-way sync between the events in the Zoho CRM Calendar and [...]

By | May 23rd, 2016|CRM & Marketing Automation|0 Comments

How To Synchronize Your Zoho and Google Contacts

Below is an article on synchronizing your Zoho contacts with Google Contacts https://www.zoho.com/crm/help/google-contacts-synchronization.html And this explains how to synchronize your Zoho Calendar with Google Calendar. I suggest using the 2-way synch. https://www.zoho.com/crm/help/google-apps/synchronize-google-calendar.html Once your Google Calendar & Contacts are synchronized then when you create an appointment in Google Calendar, if you include the email address [...]

By | May 23rd, 2016|CRM & Marketing Automation|0 Comments