Keitha McAdams
Blog by Keitha McAdams
How to Build a “Set It and Improve It” Revenue Dashboard
06/19/2026 08:00 AM - Comment(s)
Learn how to build a simple revenue dashboard using Zoho CRM and Zoho Analytics. Track lead sources, conversion rates, and pipeline value with automated reporting.
The Pre-Sales System: How to Answer Questions Before the Call
06/12/2026 08:00 AM - Comment(s)
Learn how to build a pre-sales system that answers lead questions before the call using automated email sequences, FAQ automation, AI chatbot support, and Zoho CRM workflows.
How to Use AI to Turn One Lead Magnet Into 30 Days of Leads
06/05/2026 08:00 AM - Comment(s)
Learn how to use AI to turn one lead magnet into 30 days of lead-generating content. Discover a simple repurposing strategy, AI prompts, and how to track leads in Zoho CRM.
From Discovery Call to Deal Won: Automating Your Sales Process
05/29/2026 08:00 AM - Comment(s)
Learn how to automate your sales process from discovery call to deal won using Zoho CRM. Improve follow-up, proposal delivery, deal stage updates, and internal task creation.
How to Automatically Assign Leads (So Nothing Falls Through the Cracks)
05/22/2026 08:00 AM - Comment(s)
Learn how to automatically assign leads in Zoho CRM using round-robin or criteria-based rules—plus notifications and task automation to ensure nothing falls through the cracks.
