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News & Information From the World of CRM

 
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Apr 16, 2023

Why an IT Roadmap is a Good Idea for Any Size Business

An IT roadmap is a document that outlines the future of a company's technology infrastructure. That sounds to many small businesses like a “nice to have,” but the lack of a roadmap is both more costly and more problematic.

 
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Jan 31, 2023

5 Reasons to Upgrade Your Business to E-signatures with Zoho Sign

E-signatures are already the standard in the tech industry, but they are increasingly the norm outside the digital world. If you’re not currently using e-signatures, you may be surprised to learn just how easy it is to upgrade.

 
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Sep 13, 2022

Why You Should Upgrade From Google to Zoho Forms

Zoho Forms is for a lot more than data collection! It provides small businesses with a lot of the features that are essential for any organization to function smoothly.

 

Jul 6, 2022

The Simple Do’s and Don’ts of Email Marketing

Most small to medium-sized businesses should be able to meet their objectives—and avoid the spam folder—by following a few simple guidelines.

 

Mar 23, 2022

Why You Should Move Your Small Business Off Spreadsheet Accounting Today

Almost every successful business starts its accounting in a spreadsheet program like Excel. Almost no successful business keeps it there.

 

Dec 2, 2021

Zoho Books vs. NetSuite ERP.

There is no one-size-fits-all accounting system. However, that doesn’t mean choosing the right system for your business has to be difficult.

 

Sep 27, 2021

How Zoho Can Simplify Contract Management

Improvements in technology have streamlined the contracting process such that, in many cases, there is little need for lawyers.

 

Jul 5, 2021

The Power of the Project Management Triangle

This stalwart of project management is a powerful conceptual tool, but it’s not without its limitations.

 

Apr 16, 2021

Five Ways to Upgrade Your Financial Operations

If you are looking to improve your payment options, we have five quick tips.

 

Jan 12, 2021

A Brief Introduction to Zoho One

Just what does Zoho mean when they call Zoho One the “operating system for business?”

 

Nov 30, 2020

The Importance of the Integration User License

Avoid the time and expense of this very common mistake!

 

Aug 11, 2020

Three Ways to Save on Development

The answer isn’t “work harder.”

 

May 8, 2020

Why Zoho?

If you’ve never heard of Zoho, you’re in luck. We’re about to introduce you to one of the most powerful tools for small and medium-sized businesses.

 

Feb 14, 2020

What to Look For in a CRM

How do you know which is right for your business? Here are the most important factors to consider.

 
 

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