Engineered Tax Services – Case Study
Engineered Tax Services – Zoho One Optimization Case Study Industry: Tax & Engineering Consulting | Location: West Palm Beach, FL (Nationwide) | National Firm Apps: Zoho CRM, Projects, Books, Sign, WorkDrive, Analytics, Cliq, Invoice 3-Month Faster Implementation Cross-App Integration Reduced Time-to-Value Executive Summary Engineered Tax Services (ETS) is a national consulting firm serving developers, investors, […]
The CRM Zen Show Episode 385 – The First Rule of Invite Club Is… Conditions
Zoho News Code Share of the Week This Week’s Blog Tips and Tricks This Week’s Quizzes
TG Tech Services – Case Study
TG Technical Services – Zoho One Migration, Finance, & Inventory Optimization Case Study Industry: Industrial Safety Equipment & Gas Monitoring | Location: Lee’s Summit, Missouri (Kansas City Area) | Team Size: 7 Apps: Zoho CRM, Books, Expense, Inventory Replaced Odoo With Scalable Zoho One Stack Accurate Finance & Inventory Processes UPS Shipping Integration for Quotes […]
The CRM Zen Show Episode 384 – AI’ve Got a Feeling This Bundle’s Right
Zoho News Code Share of the Week This Week’s Blog Tips and Tricks This Week’s Quizzes
Replacing Risk – Case Study
IntellectAbility (Replacing Risk) – CRM, Forms, Flow & Books Integration Case Study Industry: Health & Human Services – IDD Risk Management | Location: Florida & Remote (U.S.) | Team Size: 40+ Apps: CRM, Books, Flow, Forms, Analytics, Campaigns, Sign, Desk Unified Webform & Lead Routing Automated Ecommerce & Training Flows Improved Reporting & New-Customer Insight […]
The CRM Zen Show Episode 383 – I’m Not Throwing Away My Zero-Shot
Zoho News Code Share of the Week This Week’s Blog This Week’s Quizzes
JEM Designs – Case Study
JEM Designs – Zoho Optimization & Client Portal Case Study Industry: Cabinets & Countertops | Location: Dayton, OH | Team Size: 10 Apps: Zoho CRM, Creator Improved Client Experience Streamlined Prospect Intake Enhanced Operational Efficiency Executive Summary JEM Designs is a cabinetry and countertops provider specializing in custom kitchens, bathrooms, bars, laundry rooms, and more. […]
The CRM Zen Show Episode 382 – #ZO25 and the Spaces of Productivity
Zoho News Code Share of the Week This Week’s Blog Tips and Tricks Question of the Week (AZAAZ) This Week’s Quizzes
AFS Group – Case Study
AFS Group – Flooring CRM, Integrations & Analytics Case Study Industry: Flooring & Home Improvement | Location: Midwest & Mid-South, USA | Team Size: 500+ Apps: Zoho CRM, Analytics, Desk, Flow, Forms, Projects, Sign, Survey End-to-End Lead-to-Deal Visibility Integrated Call Center & Scheduling Automated Commercial Workflows Executive Summary AFS Group is a $225M+ flooring company […]
The CRM Zen Show Episode 381 – Auto-Magically Reducing Your Ticket Count
Zoho News Code Share of the Week This Week’s Blog Tips and Tricks Question of the Week (AZAAZ) This Week’s Quizzes