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Zoho CRM Users and Security Permissions

Setting up your Zoho security permissions is a very important part of your CRM (Customer Relationship Management) tool. Avoid information security risks to your organization by properly setting your security permissions. Security Control: As you set up your CRM account, you will need to add users and decide their jobs and what information they need...

How to Break Down Revenue and Cost to Improve your Business Bottom Line

Employers and entrepreneurs may differ over a million things. Yet there’s one thing both groups have in common. Guess what, they both want to quantifiably measure their business’s performance against certain goals they’ve identified to achieve over a specified period of time. That’s exactly where something called ‘Key Performance Indicator’ aka KPI comes to life....

Why You Should Use Zoho Forms

Forms are used to collect the required information in a logical, meaningful fashion for communication and pass it to another entity. Here at Clientric, we use Zoho Forms to automatically collect, gather, and send data to other systems, like Zoho CRM.   What Zoho Forms offers Because of the seamless integrations offered by Zoho forms,...

When to Set Up Your CRM Security Permissions

Setting up security permissions is a very important part of your CRM (Customer Relationship Management) tool. To avoid information security risks to your organization, the security permission must be set properly and in due time. A Business Is Prone To Change And Scale Security permissions, among other factors, depend upon the scale of your operation....