The CRM Zen Show – Episode 102 – Vernacular-Wise
Zoho News Zoho CRM Gets a New Logo and Menu Bar The new Logo is different from the earlier version that I expected to be released. I think it looks great. A lot of thought went into this logo Zoho Books Updates A few nice additions, with my favorite being that you can now export […]
Zoho Campaigns Signup Forms
This guide by Zoho gives an overview of Signup Forms in Zoho Campaigns. These forms once setup can be used as a powerful marketing tool in expanding your database. Signup forms are the most popular tools for building a contact database. They let your website visitors become contacts by entering basic details such as name […]
Zoho Assist Data Sheet
This guide by Zoho gives a breakdown of Zoho Assist product overview and terms. This remote connect software for technical support is top in its class. These days, equipping an IT technician with remote support software is a no-brainer. With the growing demand for quality support technicians, large IT service desks and IT management firms […]
The CRM Zen Show – Episode 101 – The 95 Yard Line
Zoho News Want to Learn How to Use Orchestly? Check out these new Tutorials These are a step-by-step guide to the concepts of Orchestly and how to automate simple processes. Zoho Forms adds Enhanced Date Fields The new features include: Week Starts On Allowed Days Allowed Dates Zoho People – June Update Roundup A few […]
Zoho Workerly Beginner’s Guide
This guide by Zoho gives a beginner’s look at Zoho Workerly. Looking to streamline your temp staffing agency? Well, this is the first step in the right direction to automate your agency. Zoho Workerly is a platform built for temporary staffing agencies to help streamline their job scheduling processes. Recruiters can manage their client and […]
Zoho CRM Blueprint Handbook
The CRM Zen Show – Episode 100 – Centennial Special
Zoho News Zoho Forms adds SMS Notifications Send an update in the following ways: Using SMS Notification templates for all records added or updated Using Form Rules to send a message only if a condition is fulfilled Some Upcoming Zoho Creator Platform Updates 10 New Features rolling out in June and July Zoho Sprints […]
Zoho Campaigns Roles and Privileges
This guide by Zoho gives an in-depth look at Zoho Campaigns Roles and Privileges. In this module, common Campaign roles and privileges are covered. As a marketer, one of the multiple factors to consider while working with marketing automation software is data access. Data, such as user management, password controls, and more can be sensitive […]
The CRM Zen Show – Episode 99 -Grammatically Ambiguous
Zoho News Zoho Sheet Finally Gets The IMPORTRANGE Function With this function, you can link or refer to cell ranges across spreadsheets. Zoho Cliq 2020 Update Roundup A nice review of all of the updates made to click so far this year. If you are a Cliq user, there are a lot of great new […]
Zoho CRM Organization Settings
This guide by Zoho gives an in-depth look at Zoho CRM Organization Settings. In this module, common CRM operations and types of operations are covered. “By setting up a Zoho CRM account for your organization, you are just stepping into your role as a Zoho administrator. You need to perform some tasks on a daily […]