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  <title>Black Canyon Automation: Learn</title>
  <subtitle>Guides and walkthroughs for running an insurance or financial services back office on Zoho and Microsoft 365.</subtitle>
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  <link href="https://blackcanyonautomation.com/learn/"/>
  <id>https://blackcanyonautomation.com/learn/</id>
  <updated>2026-10-01T00:00:00.000Z</updated>
  <author><name>Hayden Borup</name></author>
  <entry>
    <title>Is Zoho CRM a good fit for an insurance agency?</title>
    <link href="https://blackcanyonautomation.com/learn/is-zoho-crm-good-for-insurance-agencies/"/>
    <id>https://blackcanyonautomation.com/learn/is-zoho-crm-good-for-insurance-agencies/</id>
    <updated>2026-10-01T00:00:00.000Z</updated>
    <summary>An honest look at where Zoho CRM works well for insurance agencies and IMOs, where it doesn&#39;t, and what it takes to set it up right.</summary>
  </entry>
  <entry>
    <title>Five ways agencies set up Zoho CRM wrong (and how to fix them)</title>
    <link href="https://blackcanyonautomation.com/learn/zoho-crm-setup-mistakes/"/>
    <id>https://blackcanyonautomation.com/learn/zoho-crm-setup-mistakes/</id>
    <updated>2026-09-30T00:00:00.000Z</updated>
    <summary>The setup mistakes that make Zoho CRM feel clumsy for insurance agencies, and what to do instead.</summary>
  </entry>
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