Auto Refresh of Dashboards in Zoho CRM

Zoho CRM dashboard components are not set to auto-refresh, at the moment. Unless a page is accessed or reloaded, the components won’t fetch the latest data. Here is a workaround to refresh the dashboards Zoho CRM automatically after x time. 1. Install the following Chrome Extensions: 2. Go to your dashboard and click the

Benefits of CRM

Though, there are several ways in which business owner run their companies days, like making use of software s and automation to increase their bottom line, In the end, business owners often fail to optimize their strategy for a variety of reasons. The way technology is developing these days, if ones not careful, one won’t

Zoho ERP with Z Brains job costing extension benefits

Staying on top of your finances and ensuring you are still on your budget can be achieved by using job costing. Zoho creator experts have built a Zbrain Zoho job costing App that offers pathway to achieving financial management breakthrough with allocation of resources. Companies like law firms, accounting businesses, private investment companies; medical services

Advantages of integrating blueprint and Zoho CRM

Blueprint as a recently added feature of zoho CRM helps you effectively align your sales process with your CRM and also ensure that your team follows through it. As we all know that successful sales process starts with CRM, but if not adhered to, it becomes ineffective. The problem arises as your business grow, because