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Managing Calls from Zoho CRM Was a Challenge—Until I Discovered a Smarter Solution

Managing Calls from Zoho CRM Was a Challenge—Until I Discovered a Smarter Solution

Posted by By Anjali 07, Apr 2025Posted inOtherNo Comments
As a professional handling numerous client interactions daily, streamlined communication is essential. My workflow involves making at least 20 follow-up calls a day, all logged in Zoho CRM. However, initiating…
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Year-End Client Calls Were a Tedious Task—Until I Found a Smarter Way

Year-End Client Calls Were a Tedious Task—Until I Found a Smarter Way

Posted by By Anjali 27, Mar 2025Posted inOtherNo Comments
As a Chartered Accountant, client communication is a fundamental part of my role, especially during the financial year-end. Whether it’s tax planning discussions, compliance reminders, or financial consultations, I need…
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I Am an Insurance Agent Connecting With People for Insurance Products

I Am an Insurance Agent Connecting With People for Insurance Products

Posted by By Anjali 10, Mar 2025Posted inOtherNo Comments
As an insurance agent, my job revolves around connecting with people. Every day, I reach out to potential clients, follow up on policy renewals, and inform them about the best…
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Recent Posts

  • Managing Calls from Zoho CRM Was a Challenge—Until I Discovered a Smarter Solution
  • Year-End Client Calls Were a Tedious Task—Until I Found a Smarter Way
  • I Am an Insurance Agent Connecting With People for Insurance Products
  • How to call directly from Google Sheets with ClikDial

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