Streamline Your Processes with Zoho Bigin’s Team Pipelines
Zoho Bigin’s Team Pipelines feature empowers users to manage different workflows and processes all within one streamlined platform. This guide will walk you through how to set up and customize multiple pipelines in Zoho Bigin, enabling you to efficiently handle diverse operations—like sales, onboarding, and project tracking—tailored to your organization’s needs. What are Team Pipelines […]
Zoho Forms New Features: Month/Year Field, Embed Field, and Enhanced Theme Builder
Zoho Forms just introduced three exciting new features—Month/Year field, Embed field, and an upgraded Theme Builder—available to all users. These additions have yet to be officially announced, but they’re already live and ready to use. Here’s a detailed look at what each feature offers and how it can improve your Zoho Forms experience. 1. Month/Year […]
5 Ways Zoho CRM Mail Merge Can Save Your Business Time and Money (with a Step-by-Step Guide)
Zoho CRM Mail Merge can be a powerful tool for businesses looking to streamline their document creation and save valuable time and resources. Here’s how Zoho Mail Merge can simplify tasks and enhance efficiency across various business processes. 1. Automating Repetitive Document Creation Creating documents like contracts, proposals, or quotes can be time-consuming, especially when […]
Lookup Fields Tutorial for Zoho CRM
Zoho CRM lookup fields are a powerful feature, enabling you to link records across modules and create more integrated and streamlined workflows. This guide explores both one-to-one and multi-select lookups, with practical tips to optimize your CRM setup. What Are Lookup Fields in Zoho CRM? Lookup fields in Zoho CRM are relational fields that allow […]
The CRM Zen Show Episode 327 – Hit Me With Your Best Tag
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks This Week’s Quizzes
How to Create and Use Custom Modules in Zoho CRM
Zoho CRM’s custom modules are a powerful feature for organizations looking to track unique data beyond the default modules like leads, contacts, and deals. With custom modules, you can tailor Zoho CRM to better match your business processes, creating fields and connections that make managing data easier and more relevant to your needs. What Are […]
The CRM Zen Show Episode 326 – Zia Knows What You Did Last Query
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks This Week’s Quizzes
13 Email Marketing Tricks (or Treats) for Zoho Campaigns
Halloween is creeping upon us, and in the spirit of this holiday, we’re unveiling 13 email marketing tricks (or should we say treats?) for Zoho Campaigns. These spooktacular tips will ensure your campaigns are frighteningly effective. 1. Test & Preview: Before sending out that eerie Halloween email, be sure to send yourself a test email. […]
The CRM Zen Show Episode 325 – Fast Times at Invoice High
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks This Week’s Quizzes
Tayden Impact Partners – Case Study
Tayden Impact Partners – Zoho One Consolidation & Workflow Automation Case Study Industry: Organizational Development & DEI Consulting | Location: Nashville, TN (Remote Team) | Team Size: 5 Employees Apps: Zoho CRM, Projects, Books, WorkDrive, Flow, Sign, Analytics, Forms, Writer 50% reduction in manual processes 30% faster client response times 35% software cost savings 25% […]