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Category: CRM & Business Solutions

Let’s Talk: Why Default Record Pages Are Wasting Your Time

In today’s fast-moving digital world, every click matters—especially when using Salesforce, one of the leading CRM platforms powering thousands of businesses. Yet many organizations still rely on default record pages in Salesforce and other CRM or ERP systems—pages that are clunky, inefficient, and far from optimized for your unique workflow. As someone who’s worked closely… Continue reading Let’s Talk: Why Default Record Pages Are Wasting Your Time

The First Hour with Zoho: What Surprised Me Most

Choosing the right CRM is a big decision for any business. As a digital transformation partner for companies across Chicago and the USA, we at Avion Technology have worked with a variety of platforms — but our first hour with Zoho CRM was a refreshing experience. We expected a standard onboarding process, but what we… Continue reading The First Hour with Zoho: What Surprised Me Most

The Day Businesses Realize Spreadsheets Aren’t Enough

Many small and mid-sized businesses in Chicago and across the USA start out managing customers, leads, and sales with simple spreadsheets. And for a time, it works—until it doesn’t. Spreadsheets can’t send reminders, manage sales pipelines, automate follow-ups, or offer insights into customer behavior. When business starts growing, so does the complexity of managing customer… Continue reading The Day Businesses Realize Spreadsheets Aren’t Enough