7 MUST Have Zoho CRM Automations
All of us have experienced “Man I wish I knew that sooner!” at least a handful of times in life. Well, here are 7 common Zoho automations we hear all too often. ? TIME STAMPS ? 0:15 #1 – Form Integration 7:13 #2 – Lead Assignment Rules 11:57 #3 – Lead Conversion Mapping 15:25 #4 […]
How To Setup UTM Tracking For Zoho Forms
In this video tutorial, we walk you through how to set up UTM tracking inside Zoho Forms for your AdWords campaigns. Enjoy!
What is CRM? Expert Explanation with Industry Examples
In this video, we dive into what Customer Relationship Management (CRM) really is and how it applies to everyday activities and real-world scenarios. ? TIME STAMPS ? 0:09 What is CRM? 0:30 Important Statistics of Using A CRM 1:43 How Do You Reduce The Friction Of Your Sales Process? Marketing Scenario 2:27 Intro To Marketing […]
The CRM Zen Show Episode 191 – FiredUp Culture Club Zenatta
Zoho News Implementation of the Week This Weeks Reads New On Zenatta Application / Plug-In of the Week Tips and Tricks In this week’s tip Drew dives into “What is CRM?” explaining various marketing and sales scenarios for CRM and how they engage with the CRM.
7 Strategies To Boost Customer Experience
According to customer experience research from Gartner, more than 70% of leaders struggle to design products that boost loyalty and result in ideal outcomes. It is easier to improve the customer experience (CX) with the right solutions and tools. Companies can optimize the overall experience by focusing on ways to improve at each touchpoint. Because […]
The CRM Zen Show Episode 190 – Wait, We Had a Test Yesterday?!?
Zoho News Zoho WorkDrive Adds Annotations And it’s not just for text, a super nice addition! Zoho CRM Adds New Convenient Subform Import This is a huge time saver and another nice improvement to Subforms. Zoho CRM API Credits Increased & Integration Tasks Now Consume Credits So, this was announced last year but wasn’t consuming […]
Zoho Desk Full Product Overview – 2022
Video Timestamps 0:33 Agenda 1:17 What Is Zoho Desk, And Why Do You Need It? 2:46 Product Overview 6:54 Departments 11:47 Ticket Management 26:01 Knowledge Base 33:01 Workflows 41:37 Integrations 43:45 Zoho Marketplace 46:30 Q&A What Is Zoho Desk, And Why Do You Need It? Zoho Desk is Zoho’s customer service tool. Let’s say you […]
Intrinsic Therapeutics – Case Study
Executive Summary Intrinsic Therapeutics is a medical device company that manufactures and sells the only FDA-approved Annular Closure Device. This device greatly helps patients reduce the risk of reherniation after discectomy surgery (disc herniation). They operate mainly in the United States and have about 60 employees throughout the country. The Challenge Prior to reaching out […]
CRM Zen Show Episode 189 – March Finance Madness
Zoho News Canvas For CRM Q1 2022 Updates Glad to see they are making this more and more user-friendly and intuitive. Zoho Projects Adds New Features Around Users Some minor QOL around importing users. Translation Support in Zoho CRM Extended Translations has always been a hidden gem, now you can rename values. Zoho CRM Zia […]
Building Quality Culture In Your Organization
As Zoho’s fastest-growing partner we have grown from a team of seven at the start of 2020 to over 20 people today. But growing an organization this quickly can be dangerous. One of the pillars in our organization that is essential to our growth is culture. We were fortunate that our original leadership team, some […]
