Straits Partners insights
Practical guides on Zoho from Straits Partners.
- Website
- straitspartners.co · all feeds from this site
- Feed URL
https://straitspartners.co/feed/
Read it in your FeedListing reader
Or add to: Feedly Inoreader Raw feed
Latest posts
-
Moving from spreadsheets to Zoho CRM without losing data
How to move customer and sales data from Excel or CSV files into Zoho CRM: file preparation, Zoho's import limits, duplicates and undoing a bad import.
-
Moving from Tally to Zoho Books, step by step
How to move from Tally to Zoho Books in India: what to export, the order to import it in, how to enter opening balances and how to check the result.
-
The GCC Tech Stack in India: Start and Scale on One Zoho Platform
The business software a Global Capability Centre in India needs, layer by layer, and how to run it on one Zoho platform with two vendors instead of many.
-
Customised Zoho Books for Superior Financial Management
How custom fields, validation rules, buttons, links, modules, views, related lists and web tabs adapt Zoho Books to your own finance process.
-
How AI Empowers HR to Find the Perfect Match
Where AI genuinely helps in hiring, such as screening, sourcing, scheduling and drafting, and how to keep fairness and human judgement in the process.
-
How to Skyrocket Early Customer Acquisition and Retention with Zoho CRM: A Demo Guide
A practical walk-through of setting up Zoho CRM to capture leads, track the pipeline, automate follow-ups and keep customers, step by step.
-
The Benefits of Integrating Zoho CRM with Zoho Books
What connecting Zoho CRM to Zoho Books syncs, what it does not, and how to plan the integration so sales and finance share one customer record.
-
Unlock Your Accounting Kingdom with Zoho Books
A plain overview of Zoho Books for small businesses and freelancers: invoicing, expenses, bank reconciliation, reporting, mobile access and collaboration.
-
Why SaaS Integration Is the Future of Business Operations
Why connecting your business apps matters: fewer silos, less re-keying and one source of truth, with practical advice on where to start.
-
How to Add Live Chat to Your Website
Five steps to add live chat to your website with Zoho SalesIQ: sign up, install the widget, customise it, set triggers and monitor conversations.
-
One Business, One Platform: Experience the Power of Zoho
What Zoho One brings together, how its all-employee pricing model works, and how to adopt it in stages rather than all at once.
-
Automate Your E-commerce Business with Zoho
How Zoho Inventory, Books, CRM and SalesIQ can automate orders, stock, accounting, customer follow-up and live chat for an online business.
-
A Complete Range of Zoho Inventory Management Features
A guide to Zoho Inventory features: item grouping, multi-warehouse stock, serial and batch tracking, order fulfilment, vendor management and integrations.