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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)

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!"

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...