Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm  however the zoho creator solution for portals can be very expensive for us due to the way they charge …
Question: We need a Marketing Automation Expert to build a sales automation while deals are open. For our agency, we are looking for a marketing automation expert that can create automation based on our sales pipeline. The deals that are open, should get a sequence of emails to increase the closing rate of the sales …
I love that you’re open to viewing the work you do through the eyes of your customer! It is truly rare and I’ll explain why it’s rare before answering your question. Consider my local medical centre. You walk in the front door, past a hand-washing station (is that for me?) and you’re greeted by a …
Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 …
What is the best reusable checklist software?
Plenty of software programs allow you to create project templates or manually create checklists from tasks that you need to do.
What you’re looking for is reusable checklist software that can be used over and over to rerun checklists & processes.
We’d recommend that you look into:
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Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm  however the zoho creator solution for portals can be very expensive for us due to the way they charge …
Marketing Automation Expert
Question: We need a Marketing Automation Expert to build a sales automation while deals are open. For our agency, we are looking for a marketing automation expert that can create automation based on our sales pipeline. The deals that are open, should get a sequence of emails to increase the closing rate of the sales …
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I love that you’re open to viewing the work you do through the eyes of your customer! It is truly rare and I’ll explain why it’s rare before answering your question. Consider my local medical centre. You walk in the front door, past a hand-washing station (is that for me?) and you’re greeted by a …
Zoho help needed for mapping CRM territories
Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 …