This video reviews how to prepare the data before converting from Act! to Zoho. This video focuses tells you how to standardize the company names for contacts so Zoho sees multiple contacts at company as one account once they arrive in Zoho.

MondoCRM’s inception was driven by a vision to create a world of opportunities for businesses seeking growth through technology. “Mondo,” meaning “world” in Italian, encapsulates our global approach to delivering top-tier CRM solutions. Our roots are deeply embedded in innovation, and as we grow with WiredContact UK, we’re bringing a legacy of excellence to an even broader audience.

We understand the value that WiredContact brings to its users, and we want to assure our clients that we are dedicated to its continual development. Exciting new features and updates are on the horizon, and we’re eager to share these advancements as they unfold, ensuring that WiredContact remains a cutting-edge solution within the MondoCRM suite.

With change comes the need for updates in our accounting processes. We’re making these transitions as smooth as possible, with clear communication on invoice branding and payment details. Additionally, we’re in the process of acquiring a VAT number to align with financial regulations and ensure a seamless billing experience.

I found a practical and easy to setup feature in CRM to take advantage of AI. This 2 minute video will show you how to configure ZIA (Zoho Intelligent Assistant) to fill in missing data (ex: a phone number or email address) on a new lead you just acquired.

One of the problems CRM faces is data entry. Reps, stereotypically, don’t like to do the admin work CRM needs so we can analyze the data further.   This tool makes it easier for everyone to get better data to make better decisions.

We want to do all we can to help in this time of crisis.  COVID-19 is a big deal, and it has everyone scrambling.  You’re putting out too many fires right now to fuss with keeping your team productive remotely.  As it happens, keeping teams productive remotely is in our wheelhouse.  We can help with cutting through all the variables so you get the right fit, at the right price, and don’t miss a beat.

We’re fluent in many of today’s remote workplace platforms, including Remotely®, Zoho’s comprehensive, all-in-one solution.  We can bring you all that fully-functioning productivity firepower for free until July 1, 2020.  That’s right—free.  This is NOT a “freemium” version.  And chances are pretty good we’ll have you up and running in a day or two.

Contact us today and we’ll look at your business’ unique requirements and fit you with a solution that works.  Remember, discovery calls are always free.

I am really impressed with Zoho offering a free edition of Zoho as it allows people to try at no risk.  That’s quite unique in the CRM space.  So, as with most “free-mium” offers, there are features taken out.  As I work with clients on this, I will compile a list of limits that might matter right away.  Here is the complete chart for complete reference.  During the trial, all features are available for 14 days after the initial sign up.

The other day, I was asked to draft a scope of work for a new client after a few weeks discussing his business, his processes, his target audience and friction points along the customer journey. Every savvy sales rep or manager knows how important momentum is to matriculate prospects through the sales cycle. I’ve waited anxiously for price and scope responses more times than I care to count. And no one wants to stalk a prospect during crucial points in the business development cycle…over-eagerness is the surest way to relinquish credibility, leverage and flow. Wouldn’t it be great to know exactly when your email was opened so you can time your follow-up accordingly? Wouldn’t your follow-up conversation be stronger if you were able to say, “I see you’ve received the price quote you requested. I’m calling to follow up to see if you have any questions I can answer for you”? Definitely.

Given how sensitive my communications typically are with business leaders, maintaining confidence is essential. I was able to do just that. Unlike Act!, Zoho, Salesforce and WiredContact allow for emails to be tracked in real time. When the message is sent through the CRM, it puts a 1×1 transparent pixel in the email. If that image is “requested,” then the CRM immediately reports the email as opened. No clunky third-party apps or plug-ins.

These CRM systems are fully integrated so critical data is shared with the people who need it, when they need it. We also integrate them with company processes to ensure great and seamless customer experiences throughout the cycle. And no awkward follow-ups. This tool can be used for all emails so communication statuses are always informed, be they price quotes or support sessions or dinner invitations. Like anything else, better information = better choices. Smoother communications = fewer hiccups in your sales cycles and business processes throughout your company.