ZOHO
Sign Up Now LOGIN
Visual
Therapy
Enterprise logo
Enterprise
  • Implementation trends
  • Leadership perspectives
  • Executive strategy
  • Operational tactics

Operational tactics

15 posts
Image of a person at a computer with an overlay of HR-related icons
  • Operational tactics

EX metrics for sustaining success

  • Posted on February 02, 2025February 02, 2025
  • 5 minutes
  • by Emily Sloan-Pace
Positive employee experience has ripple effects throughout an organization, but what do organizations need to track to maintain it?
View Post
Upward arrow drawn over wooden building blocks
View Post
  • 276
  • 5 minutes
  • Operational tactics

Expanding AI expertise in the workplace: an employee-centric approach

  • Posted on March 25, 2024March 25, 2024
  • 5 minutes
  • by Adriana Jacaruso
By aligning the organization's AI objectives with the goals of its employees, org leaders can design more relevant, digestible, and effective skill-building programs.
View Post
a blue block with white text reading CRM admins #ZohoEnterpriseInsights over an illustrated org chart hovering around typing hands
View Post
  • 323
  • 6 minutes
  • Operational tactics

Leverage roles and permissions to take a CRM from usable to useful

  • Posted on March 07, 2024March 07, 2024
  • 6 minutes
  • by Alex Diamond
CRM admins can greatly improve UX and efficiency by customizing roles and profiles to match their org chart and workflows.
View Post
a call center headset haloed by business iconography with a green box reading in white text BI in help desks #ZohoEnterpriseInsights
View Post
  • 309
  • 6 minutes
  • Operational tactics

Revolutionizing help desk management with data-driven analytics

  • Posted on January 22, 2024January 22, 2024
  • 6 minutes
  • by Alex Diamond
Valuable BI can be extracted from service desk solutions, including insight into customers, organization inefficiencies, and the desk environment itself.
View Post
a businessperson selecting from a range of holographic analytics with an overlaid text reading Marketing Automation #ZohoEnterpriseInsights
View Post
  • 574
  • 5 minutes
  • Operational tactics

Marketing Automation: improving results by focusing on individual action

  • Posted on October 12, 2023October 12, 2023
  • 5 minutes
  • by Alex Diamond
Every interaction with a marketing campaign gives marketers data that can help them iterate and improve.
View Post
Image of the Implementality podcast logo and name
View Post
  • 332
  • 1 minute
  • Operational tactics

Implementality, Episode 4: Two simple software automations that deliver significant time savings

  • Posted on January 26, 2023January 26, 2023
  • 1 minute
  • by Arun Srinivasan
Dialing in your Zoho implementation can be as simple as taking advantage of existing automation options.
View Post
Image of two gears meshing together
View Post
  • 574
  • 5 minutes
  • Operational tactics

Improving alignment between sales and marketing teams

  • Posted on December 07, 2022December 07, 2022
  • 5 minutes
  • by Enterprise Insights
By aligning the efforts of sales and marketing teams, businesses can increase lead conversions through an enhanced buyer experience—even as opportunities for customer interaction decline.
View Post
Image of a hand holding a graph with upward trending arrows
View Post
  • 782
  • 5 minutes
  • Operational tactics

The case for customer performance indicators

  • Posted on November 17, 2022November 17, 2022
  • 5 minutes
  • by Emily Sloan-Pace
Substituting customer performance indicators for KPIs can help organizations drive a more customer-centric focus at every touchpoint.
View Post
Image of a person using a laptop with many hovering app icons
View Post
  • 916
  • 5 minutes
  • Operational tactics

Overcoming customers' digital fatigue

  • Posted on August 26, 2022August 26, 2022
  • 5 minutes
  • by Enterprise Insights
As engagement with digital content declines, and the cost of digital advertising rises, marketers must revisit their strategies to form meaningful and effective connections with consumers.
View Post
Image of the Implementality podcast logo and name
View Post
  • 386
  • 1 minute
  • Operational tactics

Implementality, Episode 2: Building a software ecosystem that communicates

  • Posted on July 09, 2022July 09, 2022
  • 1 minute
  • by Arun Srinivasan
Disconnected software implementations can negatively impact an organization's workflows for years, but it's not too late to leverage app integrations to turn your existing implementations into an effective ecosystem.
View Post
Image of a cube with sides showing icons for phone, email, and chat
View Post
  • 632
  • 5 minutes
  • Operational tactics

Leveraging support analytics for better CX across departments

  • Posted on June 24, 2022June 24, 2022
  • 5 minutes
  • by Enterprise Insights
With the unique vantage point provided by customer support analytics, organizations can bolster their efforts to provide high-quality, personalized experiences across departments.
View Post
Image of the Implementality podcast logo and name
View Post
  • 917
  • 1 minute
  • Operational tactics

Implementality, Episode 1: The right (and wrong) way to onboard a new piece of software

  • Posted on June 16, 2022June 16, 2022
  • 1 minute
  • by Arun Srinivasan
Implementing new software at scale requires planning and methodical execution. A roadmap for the rollout sets organizations up for a smoother experience down the road.
View Post
Image of a person with a backpack in front of an abstract business path
View Post
  • 1.3K
  • 3 minutes
  • Operational tactics

How to build the most effective customer journey

  • Posted on May 28, 2022May 28, 2022
  • 3 minutes
  • by Enterprise Insights
Being intentional about the way you design your customer journey can pay off in higher conversion rates, more satisfied customers, and a healthier bottom line.
View Post
Image of a person's hand forming the shape of a lightbulb
View Post
  • 768
  • 3 minutes
  • Operational tactics

5 ways to boost CRM adoption in 2022

  • Posted on April 27, 2022April 27, 2022
  • 3 minutes
  • by Enterprise Insights
How do you maximize adoption of your new CRM? To get the best possible ROI, your users need to be confident they can trust the system.
View Post
Image of a person in a suit touching a dashboard of business metrics
View Post
  • 1.2K
  • 5 minutes
  • Operational tactics

Critical KPIs for successful digital transformation

  • Posted on January 25, 2022January 25, 2022
  • 5 minutes
  • by Mason Marrero
DX creates a wealth of metrics, but focusing on the ones that reflect the organization's transformation goals ensures a successful implementation.
View Post

 

© 2025, Zoho Corporation Pvt. Ltd. All Rights Reserved. Terms of Services