Our Top 10 Zoho Implementations of 2021
With over 300 clients in an endless variety of industries, sometimes solutions require out-of-the-box thinking. If you watch the CRM Zen Show, then you know every week Tyler shares a new implementation that our team put together for a client. Well, out of the 52 implementations from last year, here are the top ten. 1 […]
The CRM Zen Show Episode 183 – It Takes a Zillum
Zoho News New Zoho Bundle – Zillum This is an interesting one, but if you are looking for a family bundle to share your favorite cat pics and more, Zillum is for you. Zoho Sign Extension for HubSpot Early Access Nice to see the Zoho Universe expanding to other CRMs. Zoho CRM Email Notification Enhancements […]
The Only Portal You’ll Ever Need For Zoho, Z Portal
Most businesses in today’s world will find there are A LOT of moving parts to being successful. Having an organized business flow with a business operating system like Zoho is a must. And though these are great for structuring your internal business practices, how can you deliver a similar experience to your customers, clients, vendors, […]
How To Integrate QuickBooks with Zoho CRM Tutorial – 2022
In this video tutorial, we walk you through how to integrate QuickBooks with Zoho CRM. Since this isn’t as simple as finding a connector in the CRM we thought we would share all the steps involved in this process. Enjoy!
The CRM Zen Show Episode 182 – Calendeprecation
Zoho News Zoho SalesIQ AppleTV App Adds Project Dashboard Tested it ourselves this week, pretty slick TV dashboard if you own an AppleTV. Zoho CRM Workflows Adds Retry From Failed Reports If you are a dev, time to do a happy dance. Canvas Improves Image Upload Was not as easy to do so previously, nice […]
How To Import Anything Into Zoho CRM Tutorial – 2022
In this tutorial we cover the following: How to import leads, contacts, or accounts into Zoho CRM Basic pointers on spreadsheet management How to import within the module or settings How to apply additional tags to import files Best practices around importing data
The CRM Zen Show Episode 181 – Hey! Who Charted?
Zoho News Zoho CRM Scoring Rules Enhancements Scoring can now apply to custom modules. Zoho CRM Motivator Updates Some great QOL improvements in this batch of Motivator updates. Zoho Subscriptions Has A Big Update Coming One that we are really excited about is payment links for ad hoc payments. Zoho Writer Adds Dynamic Charts In […]
Our 10 Favorite Picks of the Week from 2021
If you watch the CRM Zen Show, you know that every week we pick out a new application, extension, or service for the show. Some of them pertain to Zoho while others make day-to-day routines easier, and some, well some are just sweet! Well, we went through all 52 episodes from last year and picked […]
Zoho CRM Blueprints Tutorial – 2022
Want to know how to set up a blueprint inside Zoho CRM? Or maybe what is a blueprint used for? This quick tutorial from Tyler & Brett covers all the essentials to get you started.
Hirsh Real Estate – Case Study
Executive Summary Hirsh Real Estate is a small team of four that sells over $100,000,000 annually in luxury homes in Atlanta, GA. The Zoho suite helps organize their contacts, listings, and marketing while the analytics keep tabs on YOY sales volume. The Challenge We have been on a 1-year quest to find the perfect software […]
