Customer Consulting Group - Blog #CRMCustomer Consulting Group - Blog #CRMhttps://www.customerconsulting.com.au/blogs/tag/crmFri, 14 Nov 2025 03:39:00 -0800http://zoho.com/sites/<![CDATA[Redesign your CRM with Canvas for Zoho CRM]]>https://www.customerconsulting.com.au/blogs/post/redesign-your-crm-with-canvas-for-zoho-crmWhat if you could redesign your CRM? Where would the fields, the buttons, and the lists go? How would you colour them? How would you stylize them? Bring your ideas to life with Zoho CRM's design studio.]]>
Canvas is a no-code, drag-and-drop design studio built into Zoho CRM to help companies personalise and customise their teams’ experiences.

Different business units inside an organisation have different cultural tastes, different frames of reference, and different requirements for information. Their members have different knowledge, different frames of reference, and they use the organisation’s system in different ways. And sometimes they want it to look different.

With that in mind, Zoho developed Canvas: an add-on to their flagship CRM that enables an organisation to display different information from the same system to different user types within a company. This information can be selected, presented, filtered and organised according to the tastes and needs of those users.

Its goal is to drive non-technical user adoption of their organisation’s CRM by making its interface more customisable, relevant and user-friendly.

To get a video introduction to Canvas for Zoho CRM, watch this Zoho Canvas Introduction video. 

How does Canvas for Zoho CRM help?

Canvas for Zoho CRM makes adoptability easy, giving you the power and creativity to help your team understand and use CRM to its fullest. 

One of the reasons people are reluctant to use CRM to its full capacity is the interface. CRM software often looks the same: rows of interchangeable data on a plain background, only some of it relevant to them. Leveraging Canvas for Zoho CRM allows your organisation to sharpen and filter that data based on its values, allowing those users to check at a glance for the information they care about. 

There’s no such thing as a universally perfect design style or user interface – those preferences are subjective and it all comes down to an individual’s own aesthetic tastes and job needs. With Canvas for Zoho CRM, you can build a CRM that's pleasant to work with, is easy to navigate, is not overloaded with information, and is easy to search and filter. Your staff will appreciate the ability to access their information with fewer clicks and engage with it better.

How Does Canvas for Zoho CRM Work?

Canvas for Zoho CRM is a drag and drop editor with no technical skills required – you don’t need to know how to code in order to use it effectively. Start from scratch or work from one of the pre-loaded templates it comes with, created by Zoho’s in-house designers so that you can hit the ground running. 

If you want to get creative then Canvas for Zoho CRM has an easy-to-use page builder tool for designing CRM systems that will really make your people feel at home. A wide range of formatting options let you craft something truly personal. Edit font colours, adjust padding, switch to tabs, merge fields, refine spacing, and more.

Choose what to show and what to hide, reducing clutter and helping users find key information quickly. You can also decide where each field goes and how they look, like colour coding for better visibility.

Limitations and Pricing

Since Canvas for Zoho CRM is included by default in some of Zoho’s CRM plans, there’s no added price for building it out. However, there is a limit to how many views (separate configurations) your organisation can deploy at a given time. These limits are based on the Zoho CRM plan you’re using, and they are:


Free:                 0 views

Standard:        1 view per organisation

Professional:    3 views per organisation

Enterprise:       5 views per module

Ultimate:         25 views per module

Conclusion

Zoho is an ambitious company, and they’re firmly committed to growing the popularity of their CRM suite in particular. Their developers are well aware that a major issue in CRM system adoption is the technology’s acceptance by non-technical business users. 

Their solution has been Canvas for Zoho CRM – a way to make your CRM simpler to use, more aesthetic, more understandable and more relevant to those non-technical users’ considerations.

If people in your organisation are proving to be less than eager about working with a your CRM system, then Canvas for Zoho CRM might just be the solution. Applying Canvas for Zoho CRM will encourage your users to engage with their CRM systems – getting the most from your investment by driving individual productivity and organisational results. 

About the Author

Muhammad Waheed Qadir is a Senior Zoho Functional Consultant at CCG. His passion is solving business case studies and recommending the right customer management solutions to clients. 

]]>Mon, 21 Mar 2022 10:14:54 +1100<![CDATA[Customer Consulting Group: 2021 Achievements]]>https://www.customerconsulting.com.au/blogs/post/CCG-2021-AchievementsWe are only half way through the year but due to our tenacity we have had the honour to have receive some incredible recognition for our efforts and feel proud to announce some of our achievements.]]>

Our 2021 Restrospective

Between lockdowns and economic turmoil, 2021 was a long winding road, the weirdest year in most of our lives. Despite the challenges, it’s a great testament to the team at Customer Consulting Group that we not only held firm but grew last year. 

We brought on new team members and expanded our customer base across various industries. 

Here are some more details about our key achievements of the year:



For the second year running we were nominated for the Australian Small Business Champion Awards and have been advised that we are Finalists again. We can't wait for the awards night and look forward to meeting other amazing businesses that the community has found valuable this year. It is humbling to be a part of this community, which has given us so many ideas on how we could continue improving our business strategies and client-focus.


Earlier on in the year, we were nominated for the 2021 Australian Achiever Awards. Following an assessment of our interactions with clients and suppliers, the award co-ordinators found that we had a client satisfaction rate of 96% and as a result awarded us with the status of being "Highly Recommended". 


We are very pleased to announce this achievement and proud of our staff for exceeding client expectations. Our company values are intrinsic to our work, and we are very proud that our clients can see this too,


Business Talk Magazine engages with businesses of all shapes and sizes all across the globe. After hearing about our recent  achievements through the COVID pandemic, they contacted us to learn more and see if there was a message that could be shared with their readers. They were so impressed with our approach that that they named us one of the top ten Most Dynamic Companies to Watch in 2021. Here is a short excerpt from the article: 

“Never give up and always stay true to your word. Even when it seems that nothing is going your way, if you continue to deliver on your mission to work towards your vision, whilst upholding your values, the universe has a wonderful way of giving back all of the good energy that you put out. Sometimes it takes a bit longer than you might have liked, but trust me the reward is worth the wait,” advises Michael.


In August, after many weeks of exemplary work by our own George Darwent, we became ISO 27001 certified. 

Certification to Information Security Standard ISO27001 provided us with an independent endorsement of our commitment to protecting crucial information security of our clients, meeting the international standards.

This was a huge achievement for our business as it provides further assurances to our clients that we're protecting their confidential and critical information. As our consultants primarily work remotely, achieving these results means our clients can rest assured they are in the most capable hands whilst undertaking projects with us. 
Get in touch today!
]]>Mon, 10 Jan 2022 19:16:00 +1100<![CDATA[Strengthening business resilience with Microsoft Solutions]]>https://www.customerconsulting.com.au/blogs/post/strengthening-business-resilience-with-microsoft-solutionsToday’s leaders understand that they need to fundamentally rethink and change how they operate. Organizations that can navigate and succeed in ti ]]>

The six dimensions to strengthen

Today’s leaders understand that they need to fundamentally rethink and change how they operate. Organizations that can navigate and succeed in times of change have one thing in common—they are resilient. Strengthening business resilience means embracing digital technology and building digital capabilities.

Protect and grow the top line

Rapidly identify and respond to changing customer needs with data-driven marketing, sales, and pricing.



Develop agile operations

React quickly and manage disruptions in supply chain, logistics, facilities, manufacturing, development, and corporate functions.



Enable people

Empower employees to be more productive, collaborate effectively, and stay connected in all circumstances. Adapt with new approaches to talent management and development.



Accelerate data and digital platforms

Increase the modularity and availability of core IT infrastructure and applications. Make insights more accessible to enable data-driven, AI-enabled decisions across silos.



Enhance cybersecurity

Safeguard digital assets and react quickly to security breaches in an increasingly distributed environment.



Strengthen financials

Ensure financial liquidity with an operating expenditure-driven cost model, reduced total cost of ownership, and data-enabled policies to manage cash and working capital.



Contact Customer Consulting Group at info@customerconsulting.com.au to discover how you can address these areas to strengthen your businesses resiliance, empower your people and digitally transform your team and organisation.

Get Started Now
]]>Wed, 07 Apr 2021 12:40:50 +1000<![CDATA[Truly Mobile CRM]]>https://www.customerconsulting.com.au/blogs/post/truly-mobile-crmZoho has developed the perfect connection between you, your desk and your business with CRM Mobile. It's advanced design and interface gives it an eas ]]>

Zoho CRM, on my mobile?

Zoho has developed the perfect connection between you, your desk and your business with CRM Mobile. It's advanced design and interface gives it an ease of use that will allow you to see what you need to, when you need to and can even keep you going while you're offline. 

The mobile version allows you to access contacts, leads and accounts on the go, view contact histories, schedules and keep on top of your meetings. 

You can collaborate in real time with your staff, colleagues and clients, so you don't miss a beat and closing a sale doesn't rely on being at your desk or lugging around laptops. 

This means you can shorten the sales cycle, close more deals faster because you have more accessibility. 


Here at CCG, we know the importance of thinking and acting on your feet in the rush to beat the competition. We think Zoho CRM has created a solid option to achieve this and can help you get it optimised to perform at its peak for your unique business and needs. 

We are all about enhancing our customer's experience, you know that! 
That's why we have decided to endorse Zoho CRM Mobile. Because we use it, we know it and we can make it work best for you.

Here is a cool feature for you to check out: 
In the app, click on Map View 

See the blue dots? Thos are the clients in your area. Now you can reach out and catch up with them, maybe even make that extra sale to reach your KPIs this month!

Find out more
]]>Mon, 09 Mar 2020 15:45:34 +1100<![CDATA[What is CRM?]]>https://www.customerconsulting.com.au/blogs/post/what-is-crmCRM is a term that many sales and marketing managers use, but what is it? How can it benefit you? And what benefits can it help solve? This 6 minute video will explain.]]>

CRM is a term that many sales and marketing managers use, but what is it? How can it benefit you? And what benefits can it help solve? This 6 minute video will explain.

Sign up for a FREE Trial of Zoho CRM
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