Marketing & Sales Archive - Priceless Consulting

10 Sep 26

Zoho CRM + MCP: Update the Pipeline without Leaving the Chat

One of the biggest challenges for sales teams is keeping their CRM up-to-date. For most salespeople, interrupting their prospecting efforts to fill out manual fields, record meeting notes, and change stages in the sales funnel is a time-consuming task prone to being forgotten. The result? Outdated data, missing information…

05 Aug 26

Team management in Pipedrive: permissions and visibility in the CRM

Managing teams in Pipedrive goes far beyond creating users and assigning deals. For the CRM to function in an organized and reliable way, it's essential to define clear rules about permissions and visibility. These settings allow you to adapt Pipedrive CRM to the team's structure, ensuring control…

05 Aug 26

How to structure a sales pipeline in Pipedrive (step by step)

A well-structured sales pipeline helps to track opportunities clearly and also allows you to know what is happening at each stage of the sales process. In Pipedrive CRM, the pipeline is the central element of the platform. Therefore, it should reflect how the team works on a daily basis…

03 Aug 26

Survey Personalization: How SurveySparrow Can Help Improve Customer Experience

In today’s world, where customer satisfaction is one of the pillars of business success, collecting feedback efficiently and in a personalized way has become a necessity. Companies that invest in personalized surveys are able to obtain more relevant and valuable information about their customers’ needs and expectations. In this context,…

30 July 26

How to Integrate Zoho CRM and Zoho Projects to Automate the Handoff of Sales to Operations

The moment a sales team closes a new deal is a cause for celebration. However, in many companies, this enthusiasm is quickly replaced by the noise of transition. If your company already uses Zoho CRM to manage the sales pipeline and Zoho Projects to manage…

17 June 26

Migrating from Salesforce to Zoho CRM: Is it Worth It?

If your company has been using Salesforce for a while, you've probably encountered an uncomfortable reality: monthly bills keep rising, the platform requires constant training, and many of the features you're paying for never get used. You're not alone. Increasingly…

integrate Zoho CRM with Zoho Desk advantages

09 June 26

From Marketing to Support: How to Align Zoho CRM and Zoho Desk in Your Company

Your sales team closes deals with hard work and dedication. But after the sale—what happens? The customer contacts support, opens a ticket, and suddenly they're talking to people who don't know who they are, what they bought, or what the…

21 May 26

Zoho CRM Free vs. Professional: Is it Worth Upgrading?

Zoho CRM is one of the few platforms on the market that offers a genuinely free plan, with no time limit and real features included. For startups and small teams, it's an excellent entry point. But as the business grows, inevitable questions arise: is the free plan enough…

08 May 26

The 10 Best Zoho CRM Integrations to Increase Efficiency

Zoho CRM is one of the most complete customer management platforms on the market. But its true potential is only unlocked when integrated with the tools your company already uses daily. Zoho CRM integrations allow you to centralize data, automate processes, and eliminate…

27 Apr 26

Monday.com vs Pipedrive: Which is the Best CRM for Your Business?

Choosing between Monday.com and Pipedrive is one of the most common questions among our clients. Although both are productivity and management platforms, they have distinct objectives. In this article, we compare features, prices, and use cases to help your company make the right decision. Monday.com vs. Pipedrive: What does Monday consist of…