Welcome to this easy-to-use script designed to bridge your Zoho Inventory and Zoho CRM platforms seamlessly. Our goal is to make your data management process as efficient as possible, ensuring that product information in Zoho Inventory reflects accurately in Zoho CRM. Before You Begin: Connection Setup: Ensure you have an active connection in your Zoho […]
Author Archives: Adam Winchester
19
Nov
Nov
Great for leads, approvals and anything else, because you can tell anyone who gets upset that it is a random process! I saved the Group ID to an Org Variable so I didn’t need to call it every time, and I can get it really easily. I find the Users Group endpoint clunky, especially since […]
19
Nov
Nov
Reusable code, smaller functions and tighter coding make it much easier to debug problems. In order to ensure reusable code across all Zoho functions, use Standalone functions and then call them when needed from inside other scripts. To do this, create a “Standalone” function (ie “convertDateFormat()”, then from within your other function, call it like […]
2023, Artificial Intelligence, CRM
Innovative Synergy: Harnessing the Power of AI-Integrated CRM Systems in 2023
10
Jul
Jul
As the digitised business landscape unfolds in 2023, Customer Relationship Management (CRM) systems have risen from the realm of useful tools to being indispensable allies for enterprises worldwide. Notably, the catalytic pairing of CRM with Artificial Intelligence (AI) has set off a revolution, enabling businesses to streamline operations, curate personalised customer experiences, predict consumer behaviours, […]
Artificial Intelligence, Automation, The Future
The Future of Work: Charting the Course of Human Jobs over the Next Century
08
Jul
Jul
As we peer into the trajectory of human jobs over the next century, we find ourselves perched on the edge of a future that is as exhilarating as it is uncertain. With an altruistic eye, let’s chart the course of work as informed by ongoing research and technological advancements. To start, automation and artificial intelligence […]
Business Process Improvement
Harmonising Efficiency and Empathy: A New Perspective on Business Process Engineering
07
Jul
Jul
Business Process Engineering (BPE) is a discipline that revolves around the perpetual quest for operational efficiency, effective resource allocation, and improved outcomes. However, it transcends its function as an operational tool to touch the very core of an organisation’s most valuable resource – its employees. The essence of BPE is to streamline, redesign and fundamentally […]
05
Jul
Jul
In the crucible of innovation, technology emerges as a relentless harbinger of change. Its myriad complexities and transfiguring potential intertwine with our lives, altering our perceptions and interactions with our world. Just as a ripple can reshape the stillness of a pond, technology redefines the parameters of business, triggering a cascading effect of change that, […]
Artificial Intelligence, Chat GPT-3, Chatbot
Prompt Engineering: A Deep Dive into Boosting AI System Performance
23
Jun
Jun
In their GPT-3 paper (Brown, Tom B., et al. “Language Models are Few-Shot Learners.” arXiv preprint arXiv:2005.14165, 2020), they emphasise that generating good prompts for the model is a non-trivial task that requires a certain level of skill and understanding of the model. This highlights the significance of prompt engineering in the practical use of […]
2023, Automation, Chatbot, CRM, Customer Experience, Cybersecurity, Information Technology, Integration, Mobile, Personalisation, Predictive Analysis, Social Media, Voice Technology
The Future of CRM: Predictions and Trends for 2023
06
Mar
Mar
It’s like the world of CRM is taking a spin on a wild rollercoaster ride – hold onto your hats, folks! As we peer into the crystal ball of the future, we can see a multitude of exciting trends and technologies on the horizon. From personalisation to automation, integration to mobile, social media to cybersecurity […]
Digital Transformation, Information Technology, IT Rationalisation, Mergers and Acquisitions, Salesforce, Zoho CRM
Switching from Salesforce to Zoho: Benefits, Ease, and Savings
08
Feb
Feb
Salesforce is a popular customer relationship management (CRM) platform, but it’s not the only option available to businesses. Zoho is a CRM platform that has gained popularity for its affordability, ease of use, and powerful features. In this blog post, we’ll explore the reasons why switching from Salesforce to Zoho can be beneficial for businesses
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