Many businesses dealing with physical goods struggle because their manual inventory systems can’t keep up with day-to-day operations. Stock numbers change throughout the day, products move constantly, and teams make decisions based on information that is already...
A London-based business services provider needed a way to reach prospects faster and more reliably. Their sales team was juggling calls and emails but had no way to manage SMS conversations inside Zoho CRM. Texts sent from personal devices weren’t tracked, replies...
A carbon trading firm needed a reliable way to link sales activity with financial operations. Their team managed purchase orders inside Zoho CRM but relied on QuickBooks for invoicing and currency calculations. Without a direct connection between the two systems,...
Everybody tells you a CRM will fix your sales process. They mention cleaner pipelines, happier teams, and more deals. What they don’t tell you is how much can still go wrong even after you buy one. Many businesses still fail with a CRM because they rush through setup,...
Most law firms reach a point where their CRM stops keeping up. Maybe reports take too long to pull. Maybe workflows feel rigid. Or maybe you’re paying more every month but getting less flexibility. That’s usually when firms start looking beyond Clio — and Zoho CRM...
