Blog

YEAR-END REVIEW: WHAT TO DOUBLE DOWN ON NEXT YEAR
A practical guide to your year-end marketing review. Learn what worked, what to cut, and what to double down on next year. Build a focused plan powered by data, strong funnels, and smart marketing decisions.
FINANCE IN SYNC: ZOHO BOOKS IN CRM FOR QUOTES, INVOICES, AND AR
Zoho Books inside Zoho CRM helps you create quotes, send invoices, manage receivables, and align sales with finance. Your process becomes faster, cleaner, and more accurate, giving you better revenue visibility and a stronger customer experience.
REFERRAL ENGINES: HOW TO TURN EVERY CLIENT INTO A PROMOTER
A structured referral engine turns satisfied clients into promoters. Learn how to build trust, design a referral workflow, track activity, and use Zoho tools to support growth and generate consistent warm introductions.
TRAVEL PRODUCTIVITY: WORKFLOWS FOR TRIPS AND JET LAG
Practical workflows to stay productive before, during, and after travel. Learn how to prepare well, manage tasks on the move, beat jet lag, and reset smoothly using smart routines and Zoho tools.
GENERAL MANAGEMENT INSIGHTS: PRACTICAL TIPS FOR DECEMBER 2025
Practical general management tips for December 2025. Learn how to review performance, set priorities, strengthen communication, improve processes, and prepare your team for a strong start in 2026.
SPONSOR RETENTION: RENEWALS AND MULTI EVENT AGREEMENTS
A practical guide on improving sponsor retention through communication, value delivery, structured renewals, and multi-event agreements. Includes tips on using Zoho tools to strengthen the process.
DATA GOVERNANCE: QUALITY, OWNERSHIP, AND ACCESS CONTROLS
Strong data governance improves planning, forecasting, and decision making. Learn how data quality, ownership, and access controls build a reliable foundation for growth, supported by Zoho tools.
MARKETING METRICS THAT MATTER: CAC, LTV, AND FUNNEL VELOCITY
Learn how CAC, LTV, and Funnel Velocity shape your marketing strategy. These three metrics help you control spending, increase profitability, and speed up your sales funnel. See how Zoho tools support each one.
RECRUITING WITH ZOHO RECRUIT: JOB TEMPLATES, STAGES, AND SCORECARDS
Zoho Recruit helps you hire faster with job templates, customized stages, and structured scorecards. This guide shows how to build a complete, consistent, and fair hiring system that saves time and helps you pick the right candidates.
FROM DEAL TO DELIVERY: HANDOFF TO SUCCESS WITHOUT DROPPING THE BALL
A clear sales to delivery handoff prevents confusion, builds trust, and protects revenue. Learn how to structure the process, align teams, and use Zoho tools to deliver a smooth client experience from deal to completion.