Author: mercerlal@321

Workflows can replace many manual tasks, saving time, effort and ensuring data integrity. Let us take an example of; Updating the Account status when a Deal is progressed in Zoho CRM, as this can provide several benefits, such as: Overall, updating the Account status when a Deal is progressed in Zoho CRM can help sales teams work more efficiently, improve communication, and ultimately drive more sales. So, how do we do this? Well, recently, Zoho CRM enabled workflows to update … Continue reading “Using Workflows In Zoho CRM”

Custom Functions in Zoho CRM allow you to extend the functionality of the CRM by adding your own custom code. This can include things like custom calculations, validations, or automation workflows. Custom functions are written in Deluge, an easy-to-use programming language specific to Zoho, and can be triggered by events like record creation or update. When you create a new Custom Function, you will need to provide a name for the function and then enter the Deluge code that you … Continue reading “Zoho CRM And Custom Functions”

Managing a subscription-based business can be a daunting task, from keeping track of payments to managing cancellations and upgrades. This is where Zoho Subscriptions comes in handy. Zoho Subscriptions is an online subscription management software that simplifies subscription management and billing for businesses of all sizes. In this blog post, we will introduce Zoho Subscriptions and showcase a use-case to demonstrate how it can benefit businesses. Zoho Subscriptions is an all-in-one subscription management software that simplifies the entire subscription process. … Continue reading “Introducing Zoho Subscriptions”