Zenatta 2021 – Year In Review
Zenatta had a great year in 2021. So here is an update on the last twelve months. We Couldn’t Have Done It Without You Easily, the biggest factor in our success over the past year was our clients and team. And we are truly lucky to have added 105 amazing clients this year. Even though […]
Zoho CRM User Profiles & Permissions Tutorial – 2022
In this tutorial, Tyler walks you through the various settings inside the user security controls inside Zoho CRM that control User Profiles and Permissions. Use the timestamps below to jump to the various parts of the tutorial. 0:50 Profiles 1:54 Roles 2:24 Data Sharing Settings 4:05 Creating A New Role 7:20 Standard Profile Overview
The CRM Zen Show Episode 179 – Roundup Palooza
Zoho News Implementation of the Week This Weeks Read New Blogs, Videos, and Resource Guides Application / Plug-In of the Week Tips and Tricks
3 Steps to Boost Your Business’s Online Ranking For 2022
Whether you had a plan or not for 2021, it is never too late to boost your site’s online ranking. What better way to start the New Year by organizing your website and content for 2022. Regardless of your business, pretty much any industry can benefit from the following tips we are about to share […]
Zoho SalesIQ Zobot Tutorial – 2021
In this tutorial, we do a complete walkthrough of how to set up and configure the Zobot inside Zoho SalesIQ. Use the following timestamps to navigate the content of the video: 0:00 Intro 0:40 What is a Zobot? 1:25 Adding a Zobot 1:55 Codeless Bot Builder 3:00 Audience Criteria 5:00 Configuration 7:30 Building the Zobot […]
The CRM Zen Show Episode 178 – Year in Review & The Second Annual Zenmys
Zoho News Here is a quick summary of Zoho’s 2021: And as crazy as 2021 was, Zoho still managed to push out 9 new products and 1 new bundle.Company growth has continued, with approximately 2000 new employees and over 60 million users.So here is a month-by-month review of the major stories that we discussed on […]
The CRM Zen Show Episode 177 – Rock ‘Em Sock ‘Em Zobots
Zoho News Zoho CRM Winter 2021 Update Round-up In case you missed it, in the last few month’s there have been a TON of great updates, new features, and enhancements to Zoho CRM. Zoho Desk Guided Conversations EARLY ACCESS! Zoho Desk is giving out early access to this slick new feature. Resolve customer questions faster […]
The Power of Bots with Zoho SalesIQ 2.0
This year there has been tremendous growth and improvement amongst many of the Zoho Applications. One product that was already excellent going into the year was Zoho SalesIQ and it got even better with the release of Zoho SalesIQ 2.0. As Zoho’s platform for businesses to track and engage with visitors on their website, one […]
Zoho SalesIQ Answer Bot Tutorial – 2021
In this tutorial, we do a complete walkthrough of how to set up and configure the Answer Bot inside Zoho SalesIQ. Timestamps & Sections 0:00 Intro 1:30 What is an Answer Bot? 2:10 Answer Bot Profile 3:40 Answer Bot Resource Selection 4:35 FAQ 7:47 Articles 10:57 Response Configuration 13:57 Behaviour Configuration 16:10 Small Talk Settings […]
The CRM Zen Show Episode 176 – Sridhar and the Furious: Zohyo Drift
Zoho News Zoho ManageEngine Under Attack Again 12/3/21 If you are using any sort of remote support with Zoho make sure you are updating your products to the latest versions. Zoho Books December 2021 Updates Redesigned MISC format and new NEC form in the 1099 report and more! Zoho Backstage Exhibitor Management Now Live You […]