Top E-Signature Tools Compared: Zoho Sign, DocuSign, Adobe Sign, and More
Choosing the right e-signature solution is important for businesses of all sizes. With so many options available, like Zoho Sign, DocuSign, and Adobe Sign, it can be challenging to figure out which one is the best fit. In this blog, we’ll compare Zoho Sign with its top 2024 competitors, looking at features, pricing, and overall […]
The CRM Zen Show Episode 319 – Say Hello to My Little Filter
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks This Week’s Quizzes
Simplify CRM Testing with Zoho CRM Sandbox
Zoho CRM Sandbox offers a safe environment to test and refine your CRM configurations without disrupting your live data. Whether you’re tweaking fields, automations, or custom workflows, Sandbox ensures your updates are perfect before going live. Let’s dive into how you can make the most of Zoho CRM Sandbox. What is a Sandbox? A Sandbox […]
Classic Homes – Case Study
Classic Homes – Contract Automation & CRM Modernization Case Study Industry: Custom Home Building | Location: North Bethesda, Maryland | Team Size: 20 Employees Apps: Zoho CRM, Writer, Sign, WorkDrive, Survey, Analytics Legacy system replaced with Zoho CRM Automated contract generation Custom pricing logic for home options Improved accuracy and scalability Executive Summary Classic Homes […]
The CRM Zen Show Episode 318 – FSM Hits The Griddy
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks This Week’s Quizzes
Zoho Campaigns Getting Started Checklist
Email marketing today is still one of the most powerful methods of marketing. Research shows it to be up to 40 times more effective than social media marketing. Its effectiveness, though, ultimately depends on several factors often overlooked. We put together a Zoho Campaigns getting started checklist to help you maximize the effectiveness of your […]
The CRM Zen Show Episode 317 – Two Clicks of a Lamb’s Tail
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks
Zoho and Avalara Product Demo
This guide provides a detailed breakdown of everything discussed in the Zoho and Avalara Product Demo video above. We highly recommend watching the video above for the full experience, but here’s a quick summary of everything discussed if you prefer to read it. Overview of the Zoho and Avalara Integration The integration between Zoho and […]
The CRM Zen Show Episode 316 – More APIs ! … for a price
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks This Week’s Quizzes
How To Configure DMARC for Zoho CRM
You may have noticed this past week that if you didn’t have DMARC configured, your latest bulk email you tried to send out of Zoho CRM was denied. This is because DMARC for Zoho CRM is now mandatory for sending bulk emails. SPF and DKIM are no longer sufficient. Implementing DMARC ensures better email deliverability […]