AZAAZ – Volume 1, Issue No. 3

Questions Answered ? #1 (0:52) I’m new to Zoho Projects but have been using CRM for a while. I’ve run into a problem with Projects that I have to think has a simple solution I’m somehow overlooking. The problem: I’ve created a project template for a standard project my company goes through with most clients. […]
The CRM Zen Show Episode 244 – Zoho Show and Zapier? Flowget About It!

Zoho News Implementation of the Week Code Share of the Week New On Zenatta Tips and Tricks
3 Tips To FireUp! Your Organization’s Culture

We are firm believers that an organization’s culture matters. And not just a little. A LOT. For both the employees and the company, culture has both direct and indirect effects. Culture helps with employee engagement and retention, which can indirectly help boost productivity and innovation. And generally speaking, the employee’s well-being usually directly correlates with […]
AZAAZ – Volume 1, Issue No. 2

Questions Answered #1 (0:42) I know there is the Parent Company field in CRM Accounts, but it doesn’t work how I was hoping. I want to have the multiple locations listed under the parent company, with a tree view of the parent company, branch locations, and contacts under each branch. #2 (2:27) Is there a […]
The CRM Zen Show Episode 243 – Email Pattern Boldness

Zoho News ZOHO WORKPLACE CRM OTHER APPS Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Tips and Tricks
Everything You Need to Know About Zoho Desk

Product Overview As many of you already know, Zoho Desk is a cloud-based customer service software. It is a support management solution that allows users to provide support to customers through ticket management and knowledge base resources. Within Desk, there are a bunch of features that are included, such as: Based on the video tutorial, […]
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

Zoho CPQ (Configure, Price, Quote) is a powerful set of tools now available in Zoho CRM that helps businesses streamline their quoting process. In this guide, you’ll learn how to set up product configurators and pricing rules to automate quote creation, reduce errors, and enhance sales workflows. What Does CPQ Mean in Zoho CRM? CPQ […]
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 […]