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 Implementation of the Week This Weeks Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
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 Implementation of the Week This Week’s Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
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
Communication Partners Inc. – Zoho Projects + Cliq + Analytics Case Study Industry: Benefits & HR Communications | Location: San Diego, CA | Team Size: 15 Apps: Zoho Projects, Zoho Cliq, Zoho Flow, Zoho Analytics, Zoho CRM, Zoho Survey Asana → Zoho Projects Migration Cliq Notifications via Zoho Flow Dashboards for Hours + Project Reporting […]
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 […]
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 […]