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By: Patty | May 31, 2017

Zoho CRM, the award winning online CRM tool from Zoho, allows you to increase sales team efficiency by implementing CRM workflow and formula fields. Use our Zoho CRM tips to learn how to set up automated calculations of sales team commisisons.  

Use Formula Fields and Custom Reporting in Zoho CRM to Calculate and Report on Sales Commissions


The tremendous flexibility of Zoho CRM web based CRM solution allows you to improve sales and accounting workflow by creating custom formula fields, CRM workflow and customised reports that can be used to automtically calculate and report on commissions owed to sales managers.


Let's take a simple process as an example:

For each sale, the Sales Manager would enter the sale value (opportunity Amount) and...

Category: Zoho Tips n Tricks 

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By: Patty | May 31, 2017

Online meetings are not like normal meetings.  You cannot judge body language as well as you can when doing them face to face, you cannot always see your participants, you need to rely a lot more on technology, which can have glitches. Here are a few tips to help you on your way to hosting effective online meetings.  

At first, they can be daunting, but with some practise they get easier and can be quite good fun as you work to overcome the challenges involved. And ultimately doing meetings online can save your business many hundreds, even thousands of dollars in travel costs and time, so learning how to do virtual meetings efficiently is well worth the effort.

Here are ten simple tips for doing online meetings more effectively.

1.Se...

Category: Zoho Tips n Tricks 

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By: Patty | May 31, 2017

Zoho Projects have release improvements to their task management functions, online project management gets even easier!


As a Project Manager you need to organise your own and your team's tasks. Task owners need to then manage them and ensure they get completed so that you can track progress and report back to the client/stakeholders.  All too often though, you may find yourself doing more task management than project management, and before long the people management, issue and risk management and worse still, delivery of the project start to slip! Zoho Projects newest feature improvement can help you keep task management time to a minumum and can help you focus on delivering the project.

A major upgrade to Zoho's online project managemen...

Category: Zoho Projects 

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By: Patty | May 31, 2017

Why Less is More when Doing Email Marketing

In our experience of doing many email marketing campaigns in Asia, Europe and Australia for various kinds of companies in all manner of industries, the one common underlying misapprehension many people have time and time again is that 'size matters'!

All too frequently, people think that the larger the size of their email list, the better results they will get.  In our years of experience though, we have learned this just isn't true!  And as part of our email marketing services in Australia and the Asia region we try to make clients understand that when doing email marketing, 'carpet bombing' just doesn't work and can actually get you marked as a spammer.  

When doing email marketing,...

Category: Zoho Tips n Tricks 

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By: Patty | May 31, 2017

Ensure that YOU Stand Out From the Masses on Facebook

A Facebook page has become an essential marketing tool that can connect a business with current and prospective customers in ways that were never possible before. That is why Facebook is already home to over 1.5 million business pages and 10,000 new businesses launch a presence on Facebook each day.

When launching a presence on Facebook it is important that you do so in a way that will ensure your business stands out from the crowd:

1 – Create A Professional Appearance - Your Company Page should be customized to reflect your unique business. It is important to use color, images, and your company logo to ensure that your Facebook presence matches seamlessly with your company website and ot...

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