crm management Archives - Clientric CRM Consulting

Consulting CRMs Marketing Marketing Automation Sales Technology ZohoMarch 17, 2022by clientric0

Zoho Marketing Automation

Overview Zoho’s Marketing Automation platform allows you to automate your business processes and drive more visitors to your website and social media platforms. With this tool, you are more likely to convert visitors to leads and convert leads to loyal customers. The tool generates well-defined reports with channel attribution, which highlight important parameters such as...

Business CRMsJanuary 11, 2022by clientric0

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....