In today’s fast-paced business landscape, the ability to seamlessly connect your tools and platforms is essential. When it comes to your CRM (Customer Relationship Management) system, disconnected tools can hinder your workflow and productivity. In this blog post, we will explore the problem of disconnected tools, the causes behind them, and most importantly, the solutions...
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...
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...
When looking into Customer Relationship Management (CRM) systems, striking the right balance between data collection and efficiency is crucial. While it may be tempting to gather every piece of information, overloading your CRM with excessive data fields can lead to a cluttered and inefficient system. In this blog post, we’ll discuss why you should avoid...
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 Analytics: Business Intelligence Platform and Analytics Software! 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....
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. Zoho CRM: Security Control: As you set up your CRM account, you will need to add users and decide their jobs and what information...
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. That’s exactly where something called ‘Key Performance Indicator’ aka KPI comes to life. Yes, this...
Setting up 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...
Are you struggling to set up a CRM (customer relationship management) tool for your business in the right manner? Or are you simply looking for some quick tips and tricks for an efficient CRM setup and business tracking? Well, you have come to the right place! What does a CRM tool contribute to your...
