An experienced Business Analyst, Project Manager and Trainer, with over 30 years experience in implementing CRM solutions, specifically 45+ applications in the Zoho One ecosystem, Goldmine, HEAT SM, Hubspot, Quotewerks (CPQ), across Sales, Marketing, Support and other customer touch points. Leads a team of Subject Matter Experts, proficient in CRM Workflow Automation, Financial Systems (Zoho Books, QuickBooks, Xero), and Geographic Information Systems (Esri, Satellite Image Processing, Statistical Growth Modelling). Considerable expertise in developing bespoke custom Apps (Zoho Creator, PHP, Deluge coding) and systems integration. Has conducted several migration projects requiring data transfer and synchronisation between SQL and Zoho. Helps SMBs leverage India for Business Process Outsourcing, to lower costs for repetitive, resource intensive tasks, from Data Digitisation, to Research and Back-office Administration work.
I am writing this article as it is surprising how few of us use MS Outlook effectively, and even fewer of us take advantage of the excellent integration with Zoho CRM! Whilst other forms of customer engagement are gaining in popularity (I have written a… Read More »Zoho CRM integrated with MS Outlook
As you deal with an increasing amount of data, you will invariably be faced with the challenge of keeping it free of duplicates. Whilst this issue exists across all databases, I am referring to Zoho CRM for the purposes of this article. Like most CRMs,… Read More »Deduplicating your CRM
Have you seen a huge increase in customers contacting you via Whatsapp? Or would you like to send bulk, personalised WhatsApp messages to your customers? Are these conversations important enough to save in your CRM database? Our solution integrates WhatsApp Web or WhatsApp Business with… Read More »WhatsApp with Zoho