By: Heather | April 11, 2017

Zoho has just announced a raft of new CRM functionality (the full report can be found here). This is the first upgrade since the new user interface was rolled out 7 months ago. To help you make sense of this, here is Bernard McLeod's (a Zoho Partner and Prodigm Associate) take on what you need to know. We’ve also noted which features require which (minimum) edition of Zoho CRM.

The usual disclaimer applies - these are our opinions and not necessarily those of Zoho Corporation. As always, if you have further questions or would like to learn more just let us know.

 Scoring Rules (Standard Edition)

This is a simple but hugely useful addition - particularly when applied to Leads and Opportunities. In essence it allows you to define rules to ...

By: Heather | March 22, 2017

As a consultant who implements CRM and associated cloud-based software for small and medium-sized business, I am often involved in identifying and helping them embrace opportunities to revolutionize their business.

It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so - Mark Twain

I hear a lot of comments during the planning sessions for an implementation process:


“Harold will never agree to that...”

“Our sales team is too busy to do that....”

“We won't use the task manager, it's too much fiddling around...”


Well, change can be a challenge. But I know that once the change is established as a real time-saver, a process that creates more sales with less effort, leads to...

By: Braden | July 27, 2016

Get New Leads Directly into Zoho CRM from Your Social Media Marketing 

Zoho Social integrates your social media, marketing efforts, and business goals. Social helps you tie social media activities to business outcomes. 

One of our six pillars of growth is building customer intimacy. Zoho Social helps businesses connect with their customers and get to know them better by displaying an amalgamated view of customers' social media activities. 

On every screen in Zoho Social, you have the opportunity to add social media connections to your CRM. If one of your social media connections is already in the CRM, you can view their contact details.

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By: Braden | June 13, 2016

Manage your Brand's Visual Storytelling with Zoho Social

Zoho Social's focus has always been around helping businesses grow their presence on social networks that matter the most. And today, we’re thrilled to announce that Instagram is the latest addition to the growing list of networks supported by Zoho Social.

One of the most popular visual social networks for brands, Instagram is currently being used by 48.8% of brands for their marketing. By 2017, 70% of brands will use Instagram as a marketing channel. This isn’t surprising as brands tend to receive much higher engagement for their content on Instagram as compared to any other key social network – about 10 times higher than Facebook and 84 times higher than Twitter. (source)

Businesses us...

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By: Braden | May 18, 2016

Change the way you process Email!

Until two months ago, we were still using the standard Zoho email client that has barely changed from the "Outlook" style everyone used in the last 20 years. The new Zoho Mail client is changing the way we process email. There are some great features that are lacking in other well-known email clients.



Streams is a social media style integration within the mail platform. You can share email with colleagues, comment on ongoing discussions and let others know what you are up to. Instead of always having to send out a mass email to your team you can just post in the stream where your group can see it. In addition, forwarding emails has become a thing of the past. You can now share emails with c...

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