Active Sales Technology - Blog , ZohoActive Sales Technology - Blog , Zohohttps://www.activesales.net/blogs/zohoMon, 22 Jun 2026 13:29:00 -0700http://zoho.com/sites/<![CDATA[Contact Zoho CRM w/ ChatGPT]]>https://www.activesales.net/blogs/post/contact-zoho-crm-w-chatgptI thought this was cool. Connect Zoho CRM w/ ChatGPT via the Zoho MCP server for FREE. It seems like you can automate updates and email follow-up.  ]]>

Zoho MCP server connects CRM with ai. Cool!

I thought this was cool. Connect Zoho CRM w/ ChatGPT via the Zoho MCP server for FREE.
It seems like you can automate updates and email follow-up. 

You can manage workflow automation.


Dylan made a video HERE: 

https://youtu.be/70uJBqpHYZ8?si=pSt75c71MUdtcEOO

]]>Sun, 17 May 2026 10:33:02 -0700<![CDATA[Free CRM eBooks Are the Secret Weapon for Smarter Selling]]>https://www.activesales.net/blogs/post/free-crm-ebooks-are-the-secret-weapon-for-smarter-sellingWhere to Find Quality Sales & CRM eBooks When searching for resources, look for publishers that combine real‑world sales experience with up‑to‑date ]]>

Free CRM eBooks Are the Secret Weapon for Smarter Selling

Where to Find Quality Sales & CRM eBooks

When searching for resources, look for publishers that combine real‑world sales experience with up‑to‑date CRM expertise.
Good indicators include:

  • Proven case studies or customer success stories.
  • Strategy frameworks backed by research.
  • Actionable steps — not just theory.

Sites like Zoho, HubSpot, and Salesforce (among others) routinely publish free, professional‑grade eBooks that help sales teams move from manual processes to modern, data‑driven operations.


HubSpot has a crazy blog that's been my favorite for years.


Zoho has a cool collection here: https://www.zoho.com/crm/resources/ebooks/

]]>Thu, 05 Feb 2026 16:11:34 -0800<![CDATA[Get "Early Access" to new Zoho One features]]>https://www.activesales.net/blogs/post/early-access-to-new-zoho-one-featuersEarly access to NEW features for Zoho One.]]>

Getting new Zoho features sooner

From a new ZOHO announcement:
"We have a dedicated page for users to experience these features by signing up for Early Access. 
We look forward to enhancing your Zoho One experience with these new updates.
Thank you for your continued support as we roll out these feature releases." 

https://one.zoho.com/earlyaccess

]]>Tue, 14 Oct 2025 21:06:55 -0700<![CDATA[Zoho CRM has a CRAZY cool new UI]]>https://www.activesales.net/blogs/post/zoho-crm-has-a-crazy-cool-new-uiZoho as officially release the new UI (user interface) for CRM. It's crazy cool. It takes less than 10 seconds to figure it out and see the simplicity ]]>

The face of the moon was in shadow

Zoho as officially release the new UI (user interface) for CRM. It's crazy cool. It takes less than 10 seconds to figure it out and see the simplicity along with quick ways to work. 

There's actually two new sidebars to understand. It's zippy fast.

The secondary sidebar is dedicated to your tasks. It displays content based on what you choose from the primary sidebar on the left. For instance, you can navigate to different teamspaces, manage teamspaces or add a new teamspace using the teamspace switcher at the top in the secondary sidebar.


Finding the collapse icon is a good idea. It allows you to see more "stuff" on the screen.


READ MORE HERE:

https://help.zoho.com/portal/en/kb/crm-nextgen/using-crm-for-everyone/zoho-crm-next-gen-ui/articles/nextgen-faqs-next-gen-ui

]]>Sat, 17 May 2025 14:10:12 -0700<![CDATA[Free browser extension for snipping and annotating]]>https://www.activesales.net/blogs/post/free-browser-extension-for-snipping-and-annotatingYou capture an area, a tab, or a full screen.  It can capture you rolling down a page. You can make videos in multiple formats. You can mark it up b ]]>

This freebie is cool. Zoho Annotator works in all browsers.


  • You capture an area, a tab, or a full screen. 
  • It can capture you rolling down a page.
  • You can make videos in multiple formats.
  • You can mark it up before saving or sharing.




Below is a cool GIF that shows some features. 
]]>Sun, 20 Apr 2025 10:09:43 -0700<![CDATA[Free PDF Editor]]>https://www.activesales.net/blogs/post/free-pdf-editorEdit PDFs online for free - here is the LINK Yeah, free! Rotate, Split, Edit, Sign, Export, Organize, Combine, Replace, Watermark I was amazed to see thi ]]>

Zoho PDF Editor

Edit PDFs online for free - here is the LINK


Yeah, free!

Rotate, Split, Edit, Sign, Export, Organize, Combine, Replace, Watermark

I was amazed to see this has been out for a while (and the free thing was cool, too).


  • Organize, rearrange, combine, split, extract, replace, export, edit, watermark, or sign PDFs.
  • More from the Zoho Blog - LINK HERE.

Go Crazy and Good luck. 


Get Started Now
]]>Thu, 17 Apr 2025 12:56:36 -0700<![CDATA[New Year, Same Great Tier Level]]>https://www.activesales.net/blogs/post/new-year-same-great-tier-levelIt's official.  We have retained the our Zoho partner tier for another year.  We are officially a Zoho Advanced Partner.  It wasn't easy y ]]>

Zoho Advanced Partner, again!

It's official. 

We have retained the our Zoho partner tier for another year. 

We are officially a Zoho Advanced Partner. 

It wasn't easy yet, we got it done! 

We're waiting to hear from Act! if we maintain our Diamond status.

]]>Wed, 03 Jan 2024 16:25:56 -0800<![CDATA[Zoho Campaigns Certified]]>https://www.activesales.net/blogs/post/zoho-campaigns-certifiedJust a nice announcement that we're proud that Joshua Samuel passed the exam for Zoho Campaigns. ]]>

Joshua passed the exam.

Just a nice announcement that we're proud that Joshua Samuel passed the exam for Zoho Campaigns.

]]>Mon, 03 Jul 2023 08:35:33 -0700<![CDATA[ZPortals - what's that?]]>https://www.activesales.net/blogs/post/ZPortals ZPortals is a portal builder for Zoho.  This is very popular within the Zoho community. It's easy to us ]]>

ZPortals for all Zoho Portals

ZPortals is a portal builder for Zoho.  This is very popular within the Zoho community. It's easy to use and inexpensive.  The portal builder connects and displays data from 10+ Zoho apps all in one website portal. 
A common use case is customer portal. You don't have to buy a bunch of extra Zoho seat licenses by providing your customer a website to login.  What functions can they do? A few examples include: updating their account information stored in Zoho CRM, filling out onboarding docs through Zoho Forms, paying an invoice housed in Zoho Books, sharing documents through Zoho WorkDrive and managing support tickets through Zoho Desk.

Want another idea about ZPortals? Users can create portals to coordinate with Vendors or provide affiliates with a site to submit leads or access reports. Do you have a large outside sales team, give them access to only their deals in the CRM through this portal.

Here is our SIGN UP - LINK HERE.  
Portal for Zoho One, Zoho CRM, and Zoho Books
]]>Thu, 23 Feb 2023 17:36:42 -0800<![CDATA[Zoho Forms to update CRM]]>https://www.activesales.net/blogs/post/zoho-forms-to-update-crm]]>

This is Zoho Form being used to update CRM

]]>Tue, 19 Jul 2022 09:47:06 -0700