Jean-François Renaud and Simon Lamarche, co-founded Adviso, a digital consulting firm. Established over 10 years ago in Montréal, Canada, Adviso helps their clients manage digital assets such as campaigns, websites, and data projects. The Challenge Initially, Adviso used spreadsheets to manage their client projects and track day-to-day operational data. But …

ACH (Automated Clearing House) is a great, cost-saving alternative to using credit cards for accepting recurring payments from your customers. It is a regulated financial network that allows you to directly debit your customers’ bank accounts – no cards involved. Why use ACH? Lower transaction fees: While you’ll be charged …

Data Analytics reporting company TapClicks was looking for ways in which to automate processes, organize project management, and manage marketing campaigns. Their search led them to discover Zoho, and they haven’t looked back since. Watch how TapClicks runs their entire business on Zoho (Zoho CRM, Zoho Projects, Zoho Survey, Zoho …

When you think of groundbreaking visual effects and incredible box office numbers, you think of the movie “Avatar.” Spanning for almost 15 years from the inception of the idea to the final release, this film is a classic example of a project with fixed goals yet flexible timelines. When you …

Many marketers would unequivocally state that the Net Promoter Score (NPS) is the primary measure of success in any industry. Also, it is an excellent tool to measure loyalty. NPS Question The Net Promoter Score measures customer loyalty by dividing customers into three groups: Promoters, Passives, and Detractors. Promoters rate …

Many marketers would unequivocally state that the Net Promoter Score (NPS) is the primary measure of success in any industry. Also, it is an excellent tool to measure loyalty. NPS Question The Net Promoter Score measures customer loyalty by dividing customers into three groups: Promoters, Passives, and Detractors. Promoters rate …

However deep or broad we make it, a one-size-fits-all project management solution can’t address your needs as closely as one which is made for you. So we’re coming up with a set of features that makes Zoho Projects more amenable to customization. To start things off, we’re happy to announce …

In our previous posts on sales analytics (Sales Pipeline Optimization through Stage History Analysis & The Essential Sales Analytics Reports – Sales Team Analytics), we discussed how to make the most of your sales data using the Advanced Analytics Add-on for Zoho CRM/Salesforce. We are going to build on that …

A1 Energy, an energy consulting firm, first opened its doors just over a decade ago. “We were selling energy efficiency before it was cool to be energy efficient,” Jon Porreca said. Porreca is one member of a small, family-centric staff that manages the day-to-day administrative operations in Lancaster, Pennsylvania, a …