Episode 188 – Everybody’s Workdrive for the Weekend
Zoho News Zoho WorkDrive 3.0 Released Here is a nice summary of the new features. Zoho WorkDrive Adds Template Categories We live in WorkDrive and can say this is a great new addition. WorkDrive API Documentation You no longer have to find the hidden sub forum thread. Zoho Creator 6.0 Officially Released Here is a […]
5 Quick Tips To Improve Productivity
Today, it is easy to get distracted or find yourself in a rut of unproductiveness. From social media to the endless games and applications we might have on our personal devices, it is easy to lose focus. Whether you work remotely or go into an office smartphones among other things makes it easy to lose […]
The CRM Zen Show Episode 187 – Try-Catch Me If You Can
Zoho News PSA – Zoho Sign Disables Callbacks For Active Webhooks This shouldn’t affect too many of you, but if it does you will receive an alert of the disabled webhook Introducing Built-In Telephony in Zoho CRM Using Twilio, but not your Twilio… And what about Zoho Voice? Zoho Creator Q1 2022 Updates Some really […]
The CRM Zen Show Episode 186 – Share Your Notebook… Just Not To CRM
Zoho News Zoho Writer Adds New Features To Help With Document Merge The Writer team never rests, we’ve covered a few of these but overall more great improvements to Writer. Zoho Workerly Client Portal is now Live The “Most Awaited” portal… Zoho Notebook Adds Share Feature And someday, just someday, you’ll be able to connect […]
How to Set Up a Mail Merge Document Inside Zoho CRM
Here are the various action items we cover in this tutorial: Use Cases Getting Started Setting Up The Mail Merge Creating A New Template Zoho Writer Adding Merge Tags Sending A Document Via Mail Merge
The CRM Zen Show Episode 185 – Taxes ZoHold’em
Zoho News Zoho Sees an Influx in Migrations Google ends their free version of Workplace, Zoho reaps the benefits. ZDailer Adds Mobile Apps For now, we still recommend RingCentral, but we see lots of potential with Voice, it just needs a bit more time. Zoho Desk Guided Conversions Card Feature These seem really cool! Don’t […]
Elementor vs Gutenberg – Choosing the Right Page Builder
Before we get into the differences between the two, we want to say that we love both options. However, there are definitely situations where one might be a better fit for you than the other. Let’s dive into our opinion on Elementor vs Gutenberg and hopefully help you decide which one is right for you. […]
Setting Up An Approval Process Inside Zoho CRM
In this video tutorial, we walk you through how to set up an approval process for various stages in the Deal. Here is a breakdown of the timestamps: 0:28 Use Case 2:25 Layout Rules 4:55 Approval Process 5:55 Criteria 6:12 Who Should Approve 7:50 Action(s) upon Approval/Rejection 9:54 Final Walk-through of the Process Created
Communication Partners Inc. – Case Study
Executive Summary Communication Partners Inc. is a custom communications firm, focusing solely on benefits and HR communications. They produce benefit guides and other print materials and videos, microsites, mobile apps, and digital media. CPI has 15 employees and is headquartered in San Diego. The Challenge We transitioned from Asana to Zoho in early 2021 because […]
The CRM Zen Show Episode 184 – Shift Happens
Zoho News Zoho Social Adds Pinterest Why not, depending on the type of products you sell, this might be a fit for you. Zoho Bookings Adds Service Level Preferences And rumor has it that calendar sync is much better now. Zoho WorkDrive Adds Support For Raw Image Files Dump your photos from your camera straight […]
