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Zoho and AI: What You Need To Know

Join us for a 45 minute conversation and demonstration of the latest AI tools in Zoho that will improve productivity and increase profits in your business by Gene Marks and…

CRM Comparison Guide 2024 – Organic Thank you Page

CRM Comparison Guide 2024 – PPC Thank you Page

CRM Companion Book 2024 – PPC Thank you Page

Organization-Wide Addresses in Salesforce Blog Post

Organization-wide addresses in Salesforce allow your users to send or receive emails from an email address other than their own.  This can be helpful to ensure that the right people…

Condition Based Aggregate Fields In Zoho CRM Subforms Blog Post

Zoho recently introduced condition based aggregate fields in Zoho CRM subforms.  These can be helpful in making subforms even more valuable.  As a reminder, we have done several blogs on…

Navigating Dynamics 365 Customer Service Integration with Copilot Studio Blog Post

In today’s exploration, we delve into the intricate world of Copilot Studio, focusing not on new features but on crucial nuances emerging when integrated with Dynamics 365 Customer Service. Uncover…

Unveiling the Future of Sales: Microsoft’s 2024 Wave 1 Release Notes for Dynamics 365 Sales! Blog Post

Get ready for a whirlwind of excitement as Microsoft unveils the 2024 Wave 1 Release Notes, bringing a tidal wave of innovation to Dynamics 365 Sales! Hot off the press…

Expanded Functionality For Zoho CRM Subforms! Blog Post

Let’s discuss the recent expanded functionality for Zoho CRM subforms!  As a reminder, we have done several blogs on understanding subforms in Zoho CRM.  You can learn more about what…

Zoho CRM Updates/Q&A

Please join us for to learn more about how to use Zoho CRM.  We can also answer questions on some of the other Zoho applications. During the session we will:…