CRM

Blog tagged as CRM

Want and easy way to copy/paste contact information from a record in Zoho CRM?

14.04.22 06:25 PM By Rich Astone - Comment(s)
Want and easy way to copy/paste contact information from a record in Zoho CRM?

Sometimes you just want a quick copy and paste from your CRM so you could for example quickly send someone another contacts information by email. CRM systems such as Goldmine back in the 90s had this functionality built-in. Things get a bit trickier hen we are talking about cloud applications - thou...

"Everyone is so excited about the new system!" - said my Zoho CRM client

08.03.22 03:40 PM By Rich Astone - Comment(s)
"Everyone is so excited about the new system!" - said my Zoho CRM client

"Everyone is so excited about the new system!"



I love to hear this. 


It tells me we are doing things right by listening to the employees to understand what they want out of the CRM system they will use every day. When end-users are not included in the discussion they become fearful that...

Sendōgo (SendOutCards) Now Integrates with Salesforce

16.08.19 12:34 PM By Rich Astone - Comment(s)
Sendōgo (SendOutCards) Now Integrates with Salesforce

Imagine my surprise when I received a hand written card, the front of which was a photo of some of my barracks-mates from the Marines involved in some serious dress-code violations. I spend several minutes really thinking about this cool service. Apparently, what my friend Preston Mayon did was find...

A Needy Veteran Gets A New Home!

05.07.19 03:13 PM By Rich Astone - Comment(s)
A Needy Veteran Gets A New Home!

This rough video shows the moment that Krista is given the keys to her new home. She was about to be homeless until Operation Enduring Gratitude took the lead in organizing with other great companies, organizations and ministries to help Krista out. Also, by moving to Arizona, Krista is able to help...

Zoho One Creates A Buzz At Galvanize In Phoenix

12.03.19 06:29 PM By Rich Astone - Comment(s)
Zoho One Creates A Buzz At Galvanize In Phoenix
Zoho One is a collection of over 40 integrated applications that can cost as low as $30 per month per user.

Rich Helps Entrepreneurs Learn the Importance of Business Processes at the Arizona Women's Education and Entrepreneur Center!

04.02.19 06:47 PM By Rich Astone - Comment(s)
Rich Helps Entrepreneurs Learn the Importance of Business Processes at the Arizona Women's Education and Entrepreneur Center!
Rich from Raging Sanity Consultants trains entrepreneurs in business processes at Arizona Women's Education and Entrepreneur Center.

Story from the CRM Trenches – When a little knowledge is dangerous, or Let the experts do their job.

03.10.18 10:22 AM By Rich Astone - Comment(s)
Story from the CRM Trenches – When a little knowledge is dangerous, or Let the experts do their job.
Story from the CRM Trenches – When a little knowledge is dangerous, or Let the experts

East Valley Business Lunch asks Rich Astone to Share about Cloud CRM

23.08.18 02:38 PM By Rich Astone - Comment(s)
A 20 minute presentation on how to do CRM right.
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