The CRM Zen Show Episode 266 – GOYOZUG
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Tips and Tricks
Why Training Your Team in Zoho Projects is Essential
Have you ever invested in a powerful software tool only to discover that your team uses just a fraction of its capabilities? The reason often lies not in the tool itself but in how well your team knows how to use it. That’s why we launched our comprehensive Zoho Projects Team Training Course, designed to […]
AZAAZ – Volume 1, Issue No. 24
Questions Answered ? 1. (0:42) We have a customer who dropped off a serialized item that they own that we are performing repairs on. We then sent it to our technician at another location to perform the repair. I need to be able to track that the customer dropped the item off to me, I […]
How to Use Batching for Bulk Emails in Zoho Campaigns
One of the great features of Zoho Campaigns is the ability to send emails in batches. Whether you have a small mailing list or you’re reaching out to tens of thousands, sending emails in batches can offer multiple advantages. Here’s why you might want to consider using this feature. Setting Up Batching in Solo Campaigns […]
Use Cases for Zoho Flow
In this video, we explore the common use cases for Zoho Flow. The video explains how Zoho Flow can be leveraged to pass data between Zoho apps, from third-party apps to Zoho and from Zoho to third-party apps. Key Points: Passing Data Between Zoho Apps Zoho CRM Automation Third-Party Apps Webhooks Common Use Cases: Conclusion […]
Creating Role-Based Custom Views & Filters in Zoho CRM
Managing a growing team in Zoho CRM just got easier. Role-Based Views in Zoho allow you to create custom views and filters based on team roles, not just individual members. This guide breaks down the how-to. Understanding Roles and Groups Before you set up custom views, it’s essential to grasp the roles and groups within […]
Alternative Reply Tracking in Zoho Campaigns
Introduction Looking for a more efficient way to manage reply tracking in Zoho Campaigns? This guide outlines an alternative reply tracking in Zoho Campaigns approach that bypasses some of the limitations of the platform’s built-in feature. Get the scoop on how to implement this strategy effectively. Why Choose an Alternative Reply Tracking in Zoho Campaigns? […]
The CRM Zen Show Episode 265 – Even More Instanter Messaging
Zoho News CRM Misc Updates Desk News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Tips and Tricks
Zoho FSM Full Product Overview
After years in beta testing, Zoho’s Field Service Management (FSM) solution has finally made its debut—and we couldn’t wait to dive in! Our verdict? It’s fantastic! While the product will require some customization to perfectly align with your specific needs, don’t worry; we’ve got you covered with this comprehensive tutorial. Whether you’re a visual learner […]
Select Communications – Case Study
Select Communications – Zoho Optimization & AI Lead Enrichment Case Study Industry: Technology Brokerage & Telecom | Location: United States (Remote) | Team Size: ~30 Apps: Zoho CRM, Analytics, Desk, Campaigns, Projects, SalesIQ, Sign Centralized Commission Intelligence AI-Enhanced Lead Insights Cleaner Data & Faster Decisions Executive Summary Select Communications operates as a telecom and technology […]