Migrate from a spreadsheet to Zoho Projects management 

Migrate from a spreadsheet to Zoho Projects management 

How you can successfully migrate from a spreadsheet to Zoho Projects management If you are considering a Zoho Projects implementation, it means you are already managing some projects. In many cases, you’ll be transitioning from a spreadsheet, in some cases a timesheet, to Zoho Projects. So, what are some of the adjustments we’ve discovered and will … Read more

The Complete Guide to Zoho Project Management Software

The Complete Guide to Zoho Project Management Software

What is Zoho Projects? Zoho Projects, is a project management software application which allows you to plan your projects, track work efficiently, and collaborate with your team, wherever they are. Key Features and why you should choose Zoho Projects as a project management software Task management Resources management Time tracking and timesheet Team collaboration Sub contractors collaboration … Read more

Two of the leading indicators of failed Zoho project management implementation

Two of the leading indicators of failed Zoho project management implementation

To ensure a successful project management software implementation with Zoho Projects, we reviewed some implementation failures. Over time we began to see an interesting pattern. Although there are many reasons for a failed project management software implementation, there were two reasons we thought it’s important to share.  The first indicator is: Too Much Effort The main symptom was … Read more

Why You Need Zoho for Your Used Car Dealership CRM

Why You Need Zoho for Your Used Car Dealership CRM

There are 3 main CRM modules you will use in your dealership Email marketing, Leads management Onboarding cars management What is the difference between Zoho CRM for Car Dealerships and other purpose built Car Dealership CRMs? Zoho is a powerful all-purpose CRM which can be used by almost any industry in New Zealand. It is … Read more

Categories CRM

Lumen Academy – Key Account Management & Zoho CRM

Lumen Academy - Key Account Management & Zoho CRM

Why is key account management training important? It is common to find sales people who feel comfortable when they are face-to-face with prospects, but are unable to effectively manage multiple accounts. This problem can be even worse when staff try to develop new initiatives based on sales data. We find this phenomena leads to salespeople … Read more

Lumen Academy – Advanced Sales Training and Zoho CRM

Personal CRM Training

Why is Advanced Sales Training important? Great sales people are not born, they are trained. Most sales people operate with an unconscious competence. They have a familiarity with the product or service they sell, and with their standard customers, but many have never really developed the perspective to analyse their current methods and therefore to … Read more

Launching a successful product with Zoho One and Zoho CRM

Launching a successful product with Zoho One and Zoho CRM

Over the years we have seen that, when companies launch new products, some of those products end up unsuccessful. The question becomes: “What makes a successful product or an unsuccessful product?”. We start by defining what is a successful new product. Most companies go with a objective definition of ROI by measuring sales volume, margin, … Read more

Cultivating initiative with high performance sales teams and utilising Zoho CRM

Cultivating initiative with high performance sales teams and utilising Zoho CRM

Unlike any other software implementation, a CRM implementation can fail structurally if not done correctly. It can also fail to live up to expectations if not utilised properly. At Lumen, we spend countless hours thinking about how to rectify these failures for our customers. One of the biggest questions we think people need to ask … Read more