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Zoho Partners

Overview Zoho Consulting Partners sell, manage, and implement Zoho solutions. Most importantly, they provide direct training and support for your business and can help make the most of your technology investment. Zoho Consulting Partners enable customer success by identifying the right set of Zoho tools to address the unique needs of each business. These qualified...

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...

What You Should Know About Zoho Analytics Part 2

Zoho Analytics is a self-administration BI and data analytics software that lets you analyze your data, create stunning data visualizations and discover hidden insights in minutes. This software brings analysis and insight to the business data and eliminates the need for any IT assistance or data analysts. In the business world, Zoho Analytics is being...

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...

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,...

Zoho CRM vs Clio CRM – Which One Better Suits A Law Firm

Law firms work on a specific pattern optimized for their domain and they have a specific way of dealing with clients and handling their contracts. Due to this specificity, they need a specific kind of CRM tool to keep functioning efficiently.  Zoho and Clio are among the top contenders in this regard. Although, they are...