Dynamically Changing Zoho CRM Email Template Images with WordPress
In this tutorial, this is a niche case scenario for most businesses, however, there could be many use cases for it. We quickly show how to change images across all email templates in the CRM using a WordPress link. One thing to note is that in the video, only one template was created, but you […]
Online Surveying – Everything You Need To Know
Why Survey? Getting to know your clientele is one of the most important parts of running a business. Staying relevant, making changes, and giving people what they want is practically impossible without knowing how you are doing. This is where online surveys and other methods of gathering client information come in handy. There are various […]
CC3 Solutions – Case Study
CC3 Solutions – Zoho One Optimization Case Study Industry: IT & Telecom Solutions | Location: St. Louis, Missouri, USA | Team Size: 60+ Apps: Zoho CRM, Analytics, Desk, Projects Cleaner CRM Data Executive-Level Reporting Modernized Support Operations Executive Summary CC3 Solutions is an IT and telecom solutions provider headquartered in St. Louis, Missouri. With over […]
Zoho Survey Full Product Tutorial
What is Zoho Survey? Dare we say the simpler way to send a Survey? Zoho Survey provides a seamless way to send your current contacts a custom survey directly out of CRM. By creating a survey specific to your needs, you can match fields and contacts to the CRM while gathering all different kinds of […]
One Firefly – Case Study
One Firefly – Zoho Projects Migration & CRM Automation Case Study Industry: Digital Marketing Agency | Location: United States & Mexico (Remote) | Team Size: 65+ Apps: Zoho CRM, Projects, Flow, Sign, Forms, Analytics Automated CRM Workflows Replaced Workfront with Zoho Projects Saved Over 15K/Year Executive Summary One Firefly is a full-service digital marketing agency […]
A Few Things To Look Forward To Announced At Zoholics
Last week, we shared the opening experience of Zoholics London and what to expect for the next 25 years. This week, we thought we would share some of the main highlights announced from Zoholics ranging from new products to enhancements to existing applications. Though we can’t give the exact details on some of the things revealed, here […]
The Next 25 Years of Zoho – Zoholics London 2022
It feels like it’s been a decade since the last Zoholics in 2019, and the energy in London to kick off the Europe series of Zoholics definitely showed the excitement of everyone getting together for events again. A sold-out venue with 450 attendees, the opening keynote speaker, was Zoho’s Head Europe, Sridhar Iyengar, that opened […]
Which Zoho Bundle Is Right For You?
When it comes to Zoho, whether you are new or a Zoho veteran, there is a lot to digest. As most of you already know, there are quite a few products (40+), and with that, there are also quite a few bundles. For more information about each app, check out our resource library and if […]
Peak Realty Chicago – Case Study
Peak Realty Chicago – Zoho CRM & Creator Automation Case Study Industry: Real Estate Brokerage | Location: Chicago, Illinois, USA | Team Size: 40 (15 employees + 25 brokers) Apps: Zoho CRM, Creator, Flow, WorkDrive Reduced Tech Fatigue Automated Lead & Deal Workflows Saved ~$12K/Year in Tools Executive Summary Peak Realty Chicago is a real […]
How To Best Utilize The 6 Core Features In Zoho PageSense
Zoho provides a few excellent web tools to help businesses make the most of their website. One of these tools is Zoho PageSense. PageSense, in some ways, is similar to Google Analytics, but where it shines is the other features it offers, including Heatmaps, Form Analytics, and Push Notifications. To unlock all of its features, […]