Growthline Partners Blog and Insights

Growthline Insights

Welcome to our Insights, where we share our deep industry knowledge of the field with you and your team. Each week we will add a few articles written about Zoho CRM and Salesforce Customizations.

Zoho Calendar Integration with Zoom, Microsoft 365; Feature Enhancements

January 9, 2023 No Comments

Zoho Announcement: Zoho Calendar Integration with Zoom, Microsoft 365; Feature Enhancements January 5, 2023 — Zoho announced major enhancements to the integration between Microsoft 365 calendar and and Zoho calendar applications. Previous integration was limited to a one-way sync between the two calendars with Zoom integration being problematic. With this new release there is true

Hybrid is the Future of B2B Sales

July 18, 2022 No Comments

Since B2B buyers are using more channels, B2B sellers must, too. As COVID-19 restrictions fade, B2B businesses want nothing more than to get back to normal. But a recent Salesforce survey made it clear that getting back to pre-pandemic might not be possible nor desirable: 58% of reps believe their role has been permanently altered.

Why Sales and Marketing Alignment is Essential

May 18, 2022 No Comments

How to Improve Customer Relationships and Business Value with Sales and Marketing Alignment Sales and marketing misalignment is extremely common, and companies with divided sales and marketing teams that function separately are putting themselves at a disadvantage. Both your sales and marketing teams share objectives but achieve them in very different ways. Despite these differences in

Additional Zoho workflow reporting capabilities

February 10, 2022 No Comments

Configuring workflow rules makes it easier to manage sales, marketing or support related activities by automating the entire process. While configuring workflows, you define a specific set of conditions based on which either a rule is applied or its not applied on the records. Most certainly, before configuring a rule you will have a vague

A Solution to Lost Leads

February 9, 2022 No Comments

For many B2B organizations, the middle of the funnel is where leads go to die… Assume that marketing does an excellent job and obtains 500 leads. These “raw” leads are then moved through the prospect journey and whittled down to 50 SQL (sales qualified leads) who are ready to talk to sales. Sales closes their

Zoho Flow: The Missing Ingredient

May 21, 2021 No Comments

Your business is complicated, and despite the broad array of services offered in Zoho One, you may find that automating aspects of your process requires more granular attention, or more robust workflow logic than Zoho’s standard integration tools can offer. Parts of your process may not fit into Zoho’s offerings at all. At Growthline, we believe Zoho Flow is the “Missing Ingredient” that many businesses overlook in strategizing their Zoho