Getting Started with Zoho Sites

Getting started with zoho sites

When it comes to building a website, the options may seem overwhelming. Do you build it yourself or hire a professional? What content management platform do you choose? Hosting? SEO? Just these decisions alone can be cumbersome. Don’t worry, Zoho Sites has you covered. For some, your business depends on the latest and greatest to […]

Zoho Creator – 2019 Year in Review

Zoho Creator – 2019 Year in Review

This review by Zoho gives a look at the changes and improvements made to Creator in 2019. Included in this 2019 year in review are examples and detailed content around the changes made. The schema builder is a graphical tool that lets users visualize their data model, create new relationships, or edit existing ones as […]

Zoho CRM – How to Customize your Homepage Dashboard

Zoho CRM Customizing Your Homepage Dashboard 2020

This quick guide demo shows how to customize your homepage dashboard inside Zoho CRM. In this demo, we show an example of what a sales rep dashboard may look like for an organization. Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to […]

How to Convert a Lead Inside Zoho CRM

Zoho CRM How To Convert A lead 2020

This quick guide demo shows how to convert a Lead inside Zoho CRM. During the process of lead conversion, we briefly touch on the different parts of the lead that convert and where they convert. Also include some insight on best practices from the Zenatta Team. Not finding what you are looking for in regards […]

How to Backup Your Zoho CRM

Zoho CRM How to backup your zoho crm 2020

This quick guide demo shows how to backup your CRM and download the backup. Along with the different types of schedules for your backup and best practices. Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to […]

Zoho Social Full Product Tutorial – 2020

Zoho Social Full Product Tutorial 2020

This Webinar covers some essential core features of Zoho Social and how to implement them. Here are the key timestamps from the Webinar to skip ahead: 0:28 Agenda 3:30 Zoho Social Overview 15:58 Setting Up Social Media Channels 18:27 Creating & Scheduling a Post 24:23 Audience Engagement 29:00 Q&A Not finding what you are looking […]

Zoho CRM How to Setup Your Email

Zoho CRM How to setup your email 2020

Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap! For more guides on Zoho CRM Click Here. Are you looking to give Zoho CRM a try? Here is a free trial to see […]

Zoho CRM Calendly Integration Through Zoho Flow – 2020

Zoho CRM Calendly Integration Through Flow 2020

Here are some keynotes from this implementation: When a meeting is booked in Calendly, query Leads, then Contacts for a matching email address If there is a match, create a CRM Event-related to that specific Lead or Contact -If there is not a match, create a Contact with a related Event Not finding what you […]

The CRM Zen Show – Episode 94 – Zorwellian

The CRM Zen Show - Episode 94 - Zorwellian - CRM Zen Show -  - Episode 94

Zoho News Analytics Updates Some new publishing features and you can now Select and Organization to Import Data. Zoho Desk “Table View” Improvements This adds the ability to sort columns in Table view now. Bigin gets some nice Enhancements Integration with Zoho Meeting, Zoho Campaigns, Zoho PhoneBridge, and Gmail. Sridhar’s Thoughts on the Global Education […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

.

.