Author: Bob Ritter

Most of the time when we search in Zoho CRM we are simply looking for a specific identifier for a record in you database such as a company (Account) name or a person’s name.  Such straightforward searches do not require much explanation. A search can…

Social CRM refers to the deployment of customer relationship management (CRM) tools over social media. It differs from traditional CRM. Traditional CRM software collects and manages static data collected from online and offline sources. Social CRM is omnichannel, diffusive, and transactional. It uses advanced algorithms…

How Do You Spell Success?   The answer is you don’t spell it, you measure it.  Most of us have heard the old management adage “If you can’t measure it, you can’t manage it.”  The same notion applies to marketing. Fortunately, thanks to Zoho CRM software…

Social Media “clicks” and Website “hits” are not the true test of your marketing’s results.  The vast majority of “visitors” come and go, and you will never know it.  The ultimate factors in determining the results and return on your marketing investment is engagement and…

Before SaaS: What am I getting for my software maintenance? After SaaS: What am I getting for my subscription? If you don’t see a difference you don’t have Zoho!  The Internet has changed the way software companies deliver their applications and the way users access…

When it comes to the use of database technologies to market, sell and service better  All Roads Lead to Zoho CRM.  Here’s why . . . *** CRM IS AT THE CENTER OF ALL THAT AN ORGANIZATION DOES *** At the core of practically every…

My firm, First Direction Corporation, has been selling and consulting on the use of CRM software for over 25 years.  We have seen it all – the pros & cons, the pitfalls, the best practices and CRM competitors come & go. Working in various industries…

The value of software is realized through usage.  With CRM, your firm’s user adoption is a factor in your return on investment.  Here are ways you can increase adoption and get more value from your CRM System.   # Identify the Champions for your Zoho…

Collaboration Leads to a Unified Customer Experience, a More Satisfied Customer and a Higher life-time Value   Zoho CRM Plus provides tools for collaboration and the benefit is a Unified Customer Experience.  With Zoho CRM Plus you can: # Maintain your leads, contacts and accounts…