Tag Archives: CRM

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On February 2016, Zoho will held the second edition of Zoholics Mexico. Unlike last year, this Zoholics session will be a two day event. Main talks will be about Zoho CRM. There will also have two simultaneous tracks: sales and marketing (Zoho Campaigns, Zoho SalesIQ, Zoho Survey…) and business applications (Zoho Creator, Zoho Books, Zoho […]

01/09/2015 – MZ Consultants and Nebulo, Zoho partners, created the Meetup group Vive Zoho CDMX to promote the Zoho applications. The first event was organized on August 20th in Mexico city. On August 20th 2015, MZ Consultants and Nebulo organized an event at Cafe Havanna with some of their current customers to deal with Zoho […]

Within your company, many different departments deals with your customers. All these collaborators must have access to the client details in order to be more efficient in their daily tasks but more importantly to increase customer satisfaction. In order to allow your organization to be more customer oriented, the CRM data must be shared by […]

For the second year, Zoho is organizing its conference: Zoholics. Objectives are: increase knowledge about Zoho products: CRM, Mail, Reports, Projects, Creator, Support… share its vision about these cloud applications share experience from other users meet members of the Zoho team This conference will be held in San Francisco next week. You can read the […]

When you are back from a conference or from an exposition, you come back with many business cards of prospects and contacts. You need then to copy this data to your CRM in order to perform the follow up, associate them to the appropriate mailing list… This task is very time consuming! To improve your […]

We have worked during several months to offer a new service to our customers in Mexico: the digital invoicing with CFDI from Zoho CRM. They will take advantage of digital invoicing through our customer relationship management tool. They will not have to copy data held in the CRM such as customer name, RFC, invoicing address, […]

Starting July, Zoho stopped using the method implemented to authenticate with CRM API. Previously, in order to connect to this solution, we were generating every time a ticket with the username and the password in the programs we created. This was needed because it had a 7 day validity. In the new method, each user […]

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