Does your CRM data make your head spin?

By | Posted on 17 June 2023 | Uncategorized

How does reporting on CRM data benefit my business? You love your Zoho CRM, the team are using it (every day), the sales pipeline looks solid and customers seem happy. But do you know with clarity who’s hitting their sales targets or is getting a bit of a free ride? Can you see with ease…

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How to create reporting that allows brilliant decision-making

By | Posted on 18 October 2018 | Uncategorized

Guest post by Bronagh Dobson Over the many years I have spent creating reports for boards and senior decision-makers, one principle has always been true: the more accurate and relevant the reporting, the better the leadership’s capacity to make informed decisions. Poor data, on the other hand, can set up even the most brilliant team…

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Zoho CRM improves efficiency, reporting and marketing ROI in food-service industry

By | Posted on 31 July 2018 | Uncategorized

Players in the fast-paced and competitive food-service industry of today are working to become more customer-focussed by integrating sales, marketing and service processes. They’re striving to reduce the amount of time it takes to win business, deliver targeted marketing and nurture their relationships with existing customers. To achieve this, they need ready access to reliable,…

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Zoho Social: staying in touch has never been so convenient

By | Posted on 16 December 2016 | Uncategorized

I’m the social Squirrel. Not in the party animal sense, unfortunately, but in the sense that it’s my job to look after our Facebook, Twitter and LinkedIn accounts. We like to post daily to keep things interesting, but doing so sometimes requires more time than I have. Which is why I love Zoho Social. Sharing…

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Tracking your cost per lead with your CRM

By | Posted on 10 November 2016 | Uncategorized

I was recently invited to co-host a breakfast event. Considering that I break out in a rash at the very thought of public speaking, my first instinct was to decline. I also wondered if I had time to plan the event, prepare my talk and invite guests personally. And yet I agreed. Why? Because, simply…

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Visiting your bookkeeper with a shoebox full of receipts?

By | Posted on 3 October 2016 | Uncategorized

Digital awareness is a spectrum. The first step in your digital transformation is working out where your business is on that spectrum. Are you doing things like: Re-keying bills into your accounting software, or – worse still – visiting your bookkeeper with a shoebox full of receipts? Using index cards – yes, we know people…

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Accounting platforms and CRM

By | Posted on 21 March 2016 | Uncategorized

Are you manually syncing your invoices or contacts between your CRM and your accounting platform? Are you relying on members of the Sales and Accounts teams to pass on information to each other? By integrating your accounting platform with your CRM, you can keep your contacts, products and invoices synchronised across both systems and ensure…

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How to Manage Cashflow while Growing your Business

By | Posted on 6 February 2015 | Business Start-Up,Business Strategy,Uncategorized

Cashflow is a problem for many growing businesses. You may be willing and able to take the next step in your business, but 30 day terms, or clients who pay late means there is a shortfall between outgoings, such a wages and operational costs, and the additional income that landing that big job will provide….

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