Zoho CRM - YAALI Blog

Zoho Data Migration: What Businesses Should Expect

Most Zoho data migrations do not fail because of Zoho. They fail because businesses discover mid-project that their existing data was never as clean or consistent as they thought. The businesses that migrate successfully treat it as a data audit first and a technical move second.

Zoho CRM

How to Build an AI Sales Assistant in Zoho CRM Using Zia Agent Studio

A step-by-step guide to building an AI sales assistant in Zoho CRM with Zia Agent Studio, from scoping the agent to deploying it as a digital employee, plus the governance habits that keep it accountable once it is live.

Zoho CRM

19 Hidden Zoho CRM Features Most Sales Teams Never Use

Most sales teams barely scratch the surface of Zoho CRM. This in-depth guide reveals 19 hidden Zoho CRM features used by enterprise companies but SMBs quietly ignore.Discover what it is and utilize those features in your Zoho CRM account.This is not another surface-level features roundup.

How to use AI in Zoho CRM to close deals faster

Zia AI

How to Leverage AI in Zoho CRM to Accelerate Deal Closures

If you are already using Zoho CRM, you have access to a powerful AI engine called Zia. Most teams barely scratch the surface of what it can do. This guide breaks down how to use AI in Zoho CRM in a practical, human-centered way to close deals faster and smarter.

Zoho Implementation

Top 10 Mistakes to Avoid During Zoho CRM Implementation

This post breaks down the top 10 mistakes organizations make when implementing Zoho CRM and provides real-world missteps and practical strategies to sidestep them. By the end, you’ll gain actionable insights to ensure your Zoho CRM journey is seamless and successful.

Key Steps to Implement Zoho CRM Successfully

Zoho Implementation

10 Key Steps for Successful Zoho CRM Implementation

Having spent years guiding numerous Zoho CRM implementations, I've witnessed both the successes and failures that often accompany this process. Drawing on my extensive experience and expertise, I'll outline the key steps for a successful Zoho CRM Implementation that you can apply immediately.

Zoho CRM

How Zoho CPQ and Wizards Shorten Sales Cycle in Zoho CRM

Your sales process is only as strong as your quoting. Discover how Zoho CPQ and Wizards team up inside Zoho CRM to automate configuration, pricing, and quoting process to shorten your sales cycle, without burning out your sales teams.

Zoho CRM

Automate your Sales Outreach using Cadences in Zoho CRM

You're juggling dozens of sales leads, each at different stages in the pipeline. No more manual juggling of emails, calls, and tasks. No more lost leads or missed opportunities. With Zoho CRM Cadences, you can automate your sales outreach efforts.

Zoho CRM

Expert Tips to Overcome Zoho CRM Implementation Challenges

Many companies embark on CRM implementations with high hopes, but they end up with disappointment and frustration. It doesn't have to be that way. With the right tips and strategies, you can avoid common implementation pitfalls and ensure a smooth, successful Zoho CRM implementation.

Zoho CRM

Mastering Zoho CRM Canvas: Best Practices for Customization

Zoho CRM Canvas is a no-code design studio that empowers you to break free from pre-defined layouts and customize the look and feel of your Zoho CRM interface to match your specific needs. Keep on reading this blog post to learn the best practices for Zoho CRM Canvas customization.

Zoho CRM

Revealing the Root Causes for Zoho CRM Implementation Failures

What's the reasons behind Zoho CRM implementation failures? Is it poor planning, inadequate training, or something deeper? In this blog post, I will reveal the root causes behind these implementation failures and provide insights on how to avoid them.

Zoho CRM

Zoho CRM vs Zoho CRM Plus: Which CRM Version offers better Value?

When it comes to managing customer relationships, Zoho offers two powerful solutions: Zoho CRM and Zoho CRM Plus. Both platforms have their own unique features and capabilities, making it essential for businesses to carefully evaluate which one aligns best with their business needs.

Zoho CRM

CRM Data Cleaning: How to Keep your Zoho CRM Data Clean?

The purpose of this blog post is to add some clarity to what the term data cleaning in CRM really means, the importance of CRM Data Hygiene, and best practices on how you can effectively clean up your Zoho CRM data.

Zoho CRM

Why Zoho CRM needs to be customized for your business?

This blog post explains how customizing a Zoho CRM can help your business scale and adapt as your business grows, and discover the benefits that come with customizing a Zoho CRM for your business and explore the best practices for effectively customizing your Zoho CRM.