4 Killer Customer Service Applications
We’ve all been there, trying to call a company’s 1-800 number and getting stuck on hold for an hour. Or worse, have to voice your needs to a robot in hopes that it understands what you mean. Don’t be that company, use top-of-the-line customer service applications from the Zoho suite! Zoho Assist, Desk, Lens, and […]
The First 3 Things To Do In Any New Zoho CRM
In this tip, Tyler walks us through the first things Zennatta consultants do when jumping into a brand-new CRM. The 3 key takeaways are pretty basic, but make a big difference in the usability for CRM users. These first three steps are removing unnecessary modules, cleaning up the layouts of records, and creating a basic […]
Password Management, A Must-Have Application
Gone are the days of writing your passwords on your phone notes or hitting that reset password button for the hundredth time. Wouldn’t it be great to have an application that safeguards your important logins? IT and online security professionals highly recommend a password management system for individuals and businesses. With billions, yes billions, of […]
Important Settings For Topics In Zoho Campaigns
You’re not going to want to miss this great tip! Within the Zoho Campaigns topics, there are some important settings to configure before sending out a campaign. Wayne walks us through how to edit the footer so that it better fits your business. As well as, customizing the topic settings so that your branding is […]
Organize YOUR Data in Zoho CRM with Custom Views & Filters
Getting the basics of CRM organized is super important to have the most efficient workflow. In this tip, Tyler walks us through how to organize data in Zoho CRM using custom views and filters. Having a clean custom view of your CRM data will make a huge impact on your workflow. Key Takeaways Custom Views […]
How To Link A Lead Record Upon A Zoho Form Submission In An Email
In this tip, Wayne walks us through how to link a lead record to an email after receiving a Zoho Form submission. This is an efficient way to see when new leads come in from your form! Key Takeaways Build a Zoho Form Create an Email Template Generate a Workflow Test Everything! Time to test […]
Zoho Cliq Full Product Tutorial 2022
Zoho Cliq Every business needs a fully functioning messaging application to keep the company’s communication running smoothly. Zoho Cliq does just that. With organized ways to keep your team and conversions flowing, Zoho Cliq works for everyone. Simple to use and get going, this messaging app can be pretty straightforward or customized exactly to your […]
5 Key Things To Know For Integrating Zoho CRM and Zoho Books
Tyler covers the 5 most important things to keep in mind when integrating Zoho CRM and Zoho Books. While it might seem simple to set up at first, there are some key points that may slip under the rug without deeper consideration. Ask yourself these questions and watch the video for a visual guide to setting […]
What Is CRM?
CRM is… CRM stands for Customer Relationship Management, most commonly used to refer to software that helps and enables sales operations. Keeping business practices and pipelines running smoothly. CRMs have a high return on investment and are a fast-growing feature that almost all businesses have in place. There is a lot of friction in sales […]
Communication Styles Impact on Remote Meetings
You can’t have a meaningful meeting without first knowing how your team communicates. While so many of us are remote workers, communicating becomes a bit more difficult. We schedule video meetings, make conference calls, and send emails to stay in touch. However, without knowing how our team members communicate best, we won’t be able to […]