Droidedge Consulting

Blog by Droidedge Consulting

How to Set Up Approval Hierarchy in Zoho Expense

This short guide shows you how to configure Hierarchical (multi-level) expense approvals in Zoho Expense, ensuring all your organizational expenses are reviewed and approved in the correct order based on predetermined reporting structure.

On your home screen, click on the settings/gear icon on the to...

How to Create and Import Leads in Zoho CRM

If you just signed up for Zoho CRM and you would like to create and add your first lead, or you just want to import your existing leads into the system, this training guide will help you out as a first time user in navigating the Leads Module of Zoho CRM.

 

This guide shows you everything from o...
How to Integrate Zoho Finance Suite with Zoho CRM

Handling customers and finances independently can hinder decision-making and lead to gaps between sales and accounting departments. Zoho addresses this issue by providing a smooth integration between Zoho Finance Suite and Zoho CRM.


This brief guide provides you with instructions on how to set up the...


Why Every Business Needs a Sales and Marketing CRM

Think back to the last time your sales and marketing teams tried to work together. Marketing launched a campaign that pulled in dozens of leads. Sales looked at the list and said, “These people aren’t qualified.” Meanwhile, those same leads were already chatting with competitors while both teams wer...

Case Study: How Thursmay Solved Finance and Collaboration Challenges in One Move

Thursmay Educational Services Ltd stands out as a top firm in Nigeria’s educational sector, offering publishing, teacher training, and digital learning solutions. With a portfolio covering textbooks, statutory school records, capacity-building workshops, and ICT-driven learning tools, the company ne...