CRM Zen Show Episode 158 – Brett’s Tin Foil Hat
Zoho News Zoho Sprints Adds 3 New Custom Fields Some nice QOL additions with new fields: percentage, currency, & lookup. ZeptoMail Adds Email Templates Not a large template library but still a few good ones for your transactional emails. Zoho Bigin August Updates A GREAT batch of updates including HIPAA compliance. Zoho Sign Revamps Add-on […]
Our Favorite 3rd Party Appointment Systems for Zoho
Zoho is becoming increasingly popular among small businesses because of the exceptional value it delivers. For only a few dollars a month, Zoho CRM does more than most CRMs are capable of. Likewise, Zoho Desk can streamline your entire customer support pipeline, and Zoho Campaigns provides the tools necessary for world-class marketing automation. Additionally, all […]
Advanced Settings In Zoho Mail Tutorial – 2021
In this Zoho Mail tutorial you will learn about: Mail View Options Compose Options
Zoho CRM Plus Settings & Users 2021 Tutorial
In this Zoho CRM Plus Tutorial Brett & Tyler Cover: Features for CRM inside CRM Plus CRM Plus Settings Overview Adding a User Inside CRM Plus
How To Create Reports Inside Zoho Analytics – 2021 Tutorial
In this tutorial, we walk through creating Zoho Analytics reports including pivot tables and charts. In case you missed the last video in this tutorial series, check out Explaining Your Data. Key Takeaways After adding raw data to Zoho Analytics, if the box is checked to yes, some reports will automatically be created from that […]
CRM Zen Show Episode 157 – Self Serving Blogs
Zoho News Zoho Invoice Is Now Free For All SMBs That’s right, Zoho is doubling down on its commitment to help SMBs grow by now changing Zoho Invoice’s pricing to free! Zoho CRM Plus Gets Some Recent Updates Added We’ve covered these Zoho Social and Zia updates but for those of you using CRM Plus, […]
9 Advantages of Using a Zoho Consultant
Zoho offers some of the best cloud software to manage and improve almost any part of a business. Zoho CRM, one of the leading SMB CRM solutions, has become widely used with over 60 million users in 2020. Not to mention, Zoho continually expands its product range to help businesses manage any aspect imaginable. This […]
Flavor Paper – Case Study
Flavor Paper – Custom Zoho ERP Build Case Study Industry: Manufacturing, Design & E-commerce | Location: Brooklyn, NY, USA | Team Size: Not listed Apps: Zoho CRM, Inventory, Books, Creator, WorkDrive, Survey, Flow Unified ERP Across Teams Automated Order to Ship Workflows Cleaner Reporting & Fewer Status Check-ins Executive Summary Flavor Paper is a Brooklyn-based […]
CRM Zen Show Episode 156 – 3 Years of Zen
Three Year Anniversary Special Zoho News Implementation of the Week This Weeks Read New On Zenatta Pick of the Week Tips and Tricks
Zoho Subscriptions Full Product Tutorial
Earlier this week, we did a full overview of what Zoho Subscriptions has to offer. Our goal was to demonstrate exactly how Subscriptions functions for customers who want to improve how they manage subscriptions from a wide range of sources, including invoices, automatic card payments, and even in-person subscriptions. If you don’t have 40 minutes […]