5 Tips To Building a Perfect Opportunity Pipeline
At Zenatta Consulting, we are well versed in the perils and pitfalls that await companies trying to grow to new heights. We provide sought-after expertise that helps our small business clients expand. The most critical aspect of such growth involves their sales pipeline. If your sales are slowing or you simply want them to grow […]
Touchpoints and Attribution Reports
This guide by Zoho covers touchpoints and attribution reports. While it is applied to Zoho MarketingHub in this guide, knowing what your touchpoints are and tracking them can be done on other platforms as well. Read more to learn what touchpoints are and how tracking them can help focus on lead conversions that work. From […]
Zoho Desk How To Setup A Knowledge Base Tutorial – 2021
In this second part of our Zoho Desk beginner’s guide series, we cover how to set up a knowledge base. Learn how to manage and organize this repository of data and share these resources both internally or externally. Additional Resources Not finding what you are looking for in regards to Zoho Desk Tickets? Drop us […]
Zoho One – 10 Reasons to Upgrade
While many Zoho users work with a few Zoho applications, more are seeing the benefits of embracing the full Zoho package with Zoho One. This suite of business software contains over 40 powerful applications that can help with every aspect of the business world. Learn how this software package gives businesses of every size a […]
Legion Capital – Case Study
Legion Capital – SEC Fundraising CRM & Investor Operations Case Study Industry: Private Equity & Specialized Lending | Location: Orlando, FL | Team Size: Not listed Apps: Zoho CRM, Creator, Sign, Writer, WorkDrive, Expense, Social Automated Investment Onboarding Payment Schedules from CRM Data Cleaner Reporting & Lower Overhead Executive Summary Legion Capital is a boutique […]
Zoho Desk Introduction To Tickets Tutorial – 2021
This is the first video in our Zoho Desk beginner’s guide series. In this video tutorial we cover all of the core basics of a Zoho Desk ticket. In this step-by-step guide we cover what a ticket is, how to set up tickets, create tickets, and close tickets. Additional Resources Not finding what you are […]
Tips for Successfully Managing Your Email
If you manage a business that takes more time than you have, it means you are probably behind on checking your emails. While this task is sometimes back-benched, it is an integral part of your business. It facilitates convenience in communication. How, then, can you effectively manage your emails so that your line of communication […]
Importing Leads
This quick guide by Zoho covers importing Leads into Zoho Marketing Hub and the different file types and errors you may run into along the way. Zoho MarketingHub allows you to import leads from other sources into a mailing list. Before you begin importing leads, make sure that you’ve created a mailing list to save […]
Zoho SalesIQ Handbook on Intelligent Triggers
This guide by Zoho covers the 6 step approach when setting up intelligent triggers to help your business. This quick read will help you rethink how you setup your Zoho SalesIQ triggers. Here are the 6 steps: Greet Engage Qualify Influence Support Retarget Not finding what you are looking for in regards to Zoho SalesIQ? […]
Into the Inbox
This guide by Zoho covers the art of deliverability of emails. Sending out emails is pointless if it ends up in the junk folder or blocked by a spam filter. The concept of getting your emails safely into the inbox of users without getting lost, driven to spam folders, and blocked is called deliverability. On […]