7 Zoho Forms Best Practices
If you’ve ever found yourself juggling multiple forms or getting bogged down with clunky workflows, you’re not alone. Zoho Forms offers a plethora of features designed to simplify data collection, automate processes, and improve overall efficiency. But like any powerful tool, knowing how to use it effectively is key to unlocking its full potential. In […]
The CRM Zen Show Episode 331 – A World of Query-osity Awaits
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks Question of the Week (AZAAZ) This Week’s Quizzes
Don’t Be A Turkey, Switch To Zoho One
As we take a moment to reflect on all the things to be thankful for while slipping into a weekend-long food coma, let’s remember to be grateful for Zoho One. With the new year looming around the corner, wouldn’t it be nice to have all aspects of your business run under one software solution? In light […]
The CRM Zen Show Episode 330 – Zoho Projects for Everyone
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks This Week’s Quizzes
BES – Case Study
BES – CRM Centralization & Workflow Automation Case Study Industry: Nonprofit (Education & Leadership Development) | Location: United States | Team Size: 30+ Apps: Zoho CRM, Flow, Survey, Analytics, People, Desk, Backstage, Expense Centralized CRM replaced spreadsheets Eliminated departmental data silos Automated deal assignments via Zoho Flow Improved collaboration and reporting Executive Summary BES is […]
Zoho and WordPress – How to Integrate & Setup Key Apps
Are you leveraging Zoho and WordPress to their full potential? Integrating Zoho applications with WordPress allows you to track visitors, automate marketing, capture leads, and optimize engagement seamlessly. Whether you use Zoho One or specific tools, this tutorial breaks down key integrations, setup processes, and essential tips to maximize the synergy between these platforms. Zoho […]
The CRM Zen Show Episode 329 – CRM Joins The Dark Side
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks This Week’s Quizzes
Zoho’s Commitment to Data Privacy and Security
Every business needs tools that not only help them grow, but also protect what matters most, their data. This is one of Zoho’s ongoing commitments to their users. With a “privacy-first” philosophy and a comprehensive security framework, Zoho empowers businesses to work with confidence, knowing that their data is in good hands. From robust encryption […]
Lead Conversion Mapping in Zoho CRM
Lead Conversion Mapping is a setup that determines where each field from the lead record will be mapped in accounts, contacts, and deals after a lead is converted. By configuring conversion mapping, you ensure that no valuable data is lost in the process. Here’s how to access and set up lead conversion mapping in Zoho […]
The CRM Zen Show Episode 328 – Crossio Fieldius Backare Buttonium
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks This Week’s Quizzes