Clientric's Blog Posts

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Zoholics Canada 2023: Insights and Takeaways from Clientric CRM Consulting
BusinessConsultingTechnologyZohoOctober 2, 2023by clientric0

Zoholics Canada 2023: Insights and Takeaways from Clientric CRM Consulting

Zoholics Canada 2023 Key Takeaways! Welcome to Clientric CRM Consulting’s recap of Zoholics Canada 2023! We are excited to share this remarkable event’s three most valuable takeaways. Zoholics 2023 was an eye-opener, offering insights into Zoho’s exciting journey, the power of networking, and the importance of niche specialization in your business. Let’s dive right in!...

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Choosing the Right CRM: From Chaos to Control
BusinessConsultingCRMsRoofing CompanyTechnologyZoho CRMSeptember 20, 2023by clientric0

Choosing the Right CRM: From Chaos to Control

Customer Relationship Management (CRM) systems have become indispensable tools for businesses of all sizes. However, selecting the right CRM is not a one-size-fits-all endeavor. Choosing a CRM that doesn’t align with your business requirements can lead to inefficiency and frustration. In this blog post, we’ll delve into the problem of using the wrong type of...

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Out-of-the-Box vs. Custom Solutions for Your Contracting Business
BusinessConsultingContractorsCRMsRoofing CompanyTechnologySeptember 18, 2023by clientric0

Out-of-the-Box vs. Custom Solutions for Your Contracting Business

Welcome back to Clientric CRM Consulting’s “From Chaos to Control” series, your ultimate tech playbook for contracting companies. Today, we’re diving deep into a crucial decision every contracting business faces: selecting the right CRM solution. It’s a choice between the convenience of out-of-the-box CRM systems and the tailored precision of custom solutions. We’ll explore the...

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Streamlining Roofing Business with Tailored Software Solutions!
BusinessCRMsRoofing CompanyTechnologyZohoSeptember 6, 2023by clientric0

Streamlining Roofing Business with Tailored Software Solutions!

Lack of the Right Tool in Roofing Businesses! In the dynamic world of roofing projects, efficiency, and time management are critical factors for success. However, the repetitive nature of creating quotations and ordering materials for similar projects can lead to time wasted and decreased productivity. This blog post will explore the challenges arising from this...

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Top 3 Zoho Integrations for Roofing Companies!
BusinessCoachingContractorsRoofing CompanyTechnologyZohoSeptember 4, 2023by clientric0

Top 3 Zoho Integrations for Roofing Companies!

Welcome back to the “From Chaos to Control” series by Clientric CRM Consulting. Today’s blog post explores the top 3 Zoho integrations explicitly tailored for roofing companies. Learn how these integrations can transform your roofing business, from data synchronization to advanced reporting and increased efficiency.   Why Roofing Companies Need Tailored Solutions: Roofing companies require...

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Reviewing your Reports as a Contractor: Knowing your Margins!
BusinessContractorsTechnologyAugust 21, 2023by clientric0

Reviewing your Reports as a Contractor: Knowing your Margins!

Welcome back to the “From Chaos to Control” series by Clientric CRM Consulting. In this blog post, we are diving into the most critical report every contractor should review: knowing your margins. Learn how this data-backed approach can revolutionize your decision-making, optimize your projects, and improve financial outcomes for your contracting business. The Power of...

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Five Reasons Why Zoho Is Your New Leader in Customer Support!
BusinessContractorsRoofing CompanyTechnologyZohoZoho OneAugust 16, 2023by clientric0

Five Reasons Why Zoho Is Your New Leader in Customer Support!

Overcoming the Challenge of Finding Non-Integrated Customer Support Tools In the modern business landscape, exceptional customer support and services are paramount for building and maintaining strong customer relationships. If you’re on the lookout for a comprehensive solution that takes your customer support to the next level, look no further than Zoho. In this blog post,...

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Does your inbox resemble a digital avalanche? Are you drowning in unread messages and struggling to stay organized? Fear not, weary email warrior! This video, the first installment in our Zoho Mail tutorial series, is your lifeline. We'll embark on a deep dive into the user-friendly world of Zoho Mail, the powerful email solution designed to tame your inbox chaos. By the end of this video, you'll be wielding Zoho Mail with newfound confidence. No more email anxiety, just a streamlined and organized inbox ready to serve your needs. Stay tuned for future installments in this series, where we'll delve deeper into advanced functionalities like email automation, integrations with other Zoho apps, and mastering mobile access for on-the-go productivity. Hit that subscribe button and join us on the journey to email mastery with Zoho Mail! If you're looking for a partner that can help you take your business to the next level, look no further than Clientric. Subscribe to our channel to stay up-to-date with our latest news and insights, and contact us today to learn more about how we can help you achieve your business goals. Website: https://clientric.co/getcrmhelp/ Facebook: https://www.facebook.com/clientric.co Instagram: https://www.instagram.com/clientric.co/ Linkedin: https://www.linkedin.com/company/clientric-crm-consulting/ #zoho #zohopartner #zohotutorial
#zoho #ai #artificialintelligence The modern workplace is a whirlwind of data, deadlines, and juggling a million tasks. What if there was a friendly, intelligent assistant by your side, ready to streamline your workflow and boost your productivity? Enter Zia, the AI marvel from Zoho.
The modern workplace is a whirlwind of data, deadlines, and juggling a million tasks. What if there was a friendly, intelligent assistant by your side, ready to streamline your workflow and boost your productivity? Enter Zia, the AI marvel from Zoho. This video unveils the magic of Zia, your personal AI assistant within the Zoho ecosystem. Zia is more than just a productivity powerhouse. It's a collaborator, a teammate, a built-in cheerleader for your Zoho journey. Whether you're a seasoned Zoho pro or just starting out, Zia personalizes the experience, adapting to your workflow and becoming an indispensable part of your workday. This video explores the depths of Zia's capabilities, from automating tasks in Zoho CRM to generating insightful reports in Zoho Analytics. We'll unveil the power of natural language interaction, allowing you to ask questions and receive clear, concise answers directly within your Zoho applications. So, ditch the endless searching and repetitive tasks. Embrace the future of work with Zia, your intelligent guide to a more streamlined and productive Zoho experience. Let's see how Zia can transform your workday - hit that subscribe button and join the AI revolution! If you're looking for a partner that can help you take your business to the next level, look no further than Clientric. Contact us today to learn more about how we can help you achieve your business goals. Website: https://clientric.co/getcrmhelp/ Facebook: https://www.facebook.com/clientric.co Instagram: https://www.instagram.com/clientric.co/ Linkedin: https://www.linkedin.com/company/clientric-crm-consulting/ #zoho #ai #artificialintelligence
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