AZAAZ – Volume 1, Issue No. 1
Questions Answered #1 (0:50) Why use a Loom embedded video versus using Zoho Annotator Video that is saved in Workdrive. The mp4 or .webm offered should allow for the video to also allow this embed from CRM. #2 (2:29) Can’t we add a score column in the leads view and then sort it as descending or ascending, […]
The CRM Zen Show Episode 242 – It’s aZird It’s aZlane, It’s aZaaZThe CRM Zen Show Episode 242 –
Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks
Zoho’s NEW CPQ Functionality For CRM
In this tutorial, we take you on a deep dive into the new CPQ functionality in Zoho CRM. You’ll discover how this feature streamlines your sales process by automating complex tasks and providing your team with accurate pricing and quotes in record time
Project Management Styles
Knowing how to manage and organize a project comes with understanding your personal project management style. While many project managers will start with whatever comes naturally to them, it’s essential to recognize the strengths and weaknesses of the different styles. Each project management style comes with its own set of pros and cons. It’s best […]
The CRM Zen Show Episode 241 – Dr. Zoho and the Multiverse of Madness
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Application/Pick Of The Week Tips and Tricks
Enable ACH Bank Payments In Zoho Books
Are you considering offering your customers the option to pay via ACH bank transfer while also saving on payment processing fees? Tyler is once again guiding you through the steps to make this “set it and forget it” connection. Code Share Mentioned: https://club.zenatta.com/c/code-share/automatic-enablement-of-books-customer-bank-payments Deluge Training: https://youtube.com/playlist?list=PLZQZebmrdF7gBb8b2pdTYfq56foPHdXXB
SMS For Zoho CRM by MessageMedia
When it comes to communication with your clients, SMS is one of the best ways to reach your customers. Based on a recent survey, 75% of customers open an SMS within the first 5 minutes of receiving the message. And of that 75%, 80% will respond almost immediately. While in contrast, emails have about a […]
Keller Williams Heritage – Case Study
Executive Summary Within Keller Williams Heritage is an apartment locating division, the first of its kind, located in San Antonio. They are a team of 18 looking to expand nationwide to a team of 30-40. The Challenge Being the first apartment locating division for a major brand such as Keller Williams was a challenge, as […]
The CRM Zen Show Episode 240 – Exclusive ZIP Access
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Application / Pick of the Week Tips and Tricks
What Is BI? + 5 Best Practices
Making a business decision without data to back it up is a recipe for disaster. Form strategic decisions with solid evidence by using a business intelligence tool. Combine data sets from across your entire organization and use visualizations to dig deeper into your business analysis. What Is Business Intelligence? A Business Intelligence (BI) tool is […]