Salesforce Certified!

Posted on Posted in Zoho

On June 30, 2017 I passed my first attempt at the Salesforce Certified Administrator exam. To verify this please go to certification.salesforce.com/verification. I am pursuing my second certification now called “Salesforce Certified Platform App Builder” or SF Certification 401, formerly known as Developer 401.  I am scheduled to take this exam on September 12th. After […]

Why Zoho CRM doesn’t integrate with LinkedIn

Posted on Posted in Zoho

LinkedIn used to have lots of integration partners.  In 2014 they made the genius decision to eliminate all access from integrated 3rd parties of ALL kinds, except for Salesforce.  Then Microsoft purchased LinkedIn and has maintained this folly.  Currently, as I understand it, Salesforce users have to pay $100/month for integration with LinkedIn.  This effectively […]

Migrating Basecamp to Zoho Projects

Posted on Posted in Zoho

Zoho Projects does everything Basecamp does, and a whole lot more, for less.    In it’s defense, Basecamp has 2 versions (Version 2 or the “classic” version and Version 3 the “current” version).   Version 2 is more centric to current business communications techniques and version 3 is centric to a more socia media saavy […]

Cloud CRM Systems for Small and Medium Businesses

Posted on Posted in Zoho

This is the first part of two articles discussing the most popular and prevalent CRM systems for small and medium businesses (SMBs).  If you are interested in learning about on-premise solutions, click here. CRM systems are mission critical to the success of any sales organization, small or large.  So what are the main considerations when implementing a […]

On-Premise CRM Systems for Small and Medium Businesses

Posted on Posted in Zoho

This is the second part of two articles discussing the most popular and prevalent CRM systems for small and medium businesses (SMBs).  This article focuses on On-Premise CRM sytems for small and medium businesses.  If you are interested in learning about cloud-based solutions, click here. On-premise CRM systems for small and medium businesses Although this category of […]