The CRM Zen Show Episode 399 – The UI Is For Everyone… Including That One User
News Highlights Zoho CRM for Everyone: The new UI rollout has officially begun for all users. Zoho CRM Queries: Now supporting direct connections to external SQL databases and cloud sources. Zoho Desk Updates: Department-based notification preferences and snippets in ticket comments. Zoho News Zoho CRM: CRM For Everyone UI Rollout Begins Zoho has started rolling […]
How to Track Paid Ad ROI in Zoho CRM and Zoho Analytics
This tutorial walks through how to connect Google Ads spend to Zoho CRM outcomes using UTM campaign tracking, Zoho Analytics, a SQL union table, and aggregate formulas. The end result is a reporting model that lets you measure leads, deals, revenue, profit, and true return on ad spend from your paid campaigns. What You’ll Build […]
The CRM Zen Show Episode 398 – Kiosk Studio Hits All the Right Notes
News Highlights Zoho CRM Kiosk Studio: New note actions and dynamic visibility rules to declutter the UI. Zoho CommandCenter: Major scalability enhancements including support for multi-org signals and common transitions. Zoho Desk Zia Assistant: Zia can now generate Deluge script drafts directly from text prompts. Zoho News Zoho CRM: Kiosk Studio Notes Actions and Dynamic […]
How to Set Up a Zoho Forms Intake Form and Connect It to Zoho CRM
This tutorial walks through how to create a basic intake form in Zoho Forms, connect it to Zoho CRM, and embed it on your website. The video uses a newsletter signup as the example, but the same setup can also be used for contact forms and other lead capture workflows. What You’ll Build A basic […]
The CRM Zen Show Episode 397 – The Group That Links Together Meets Together
News Highlights Zoho CRM: Expanded Zia Capabilities Now Available in Professional Edition. Zoho Books: Advanced Reporting Tags and Inventory Management Enhancements. Zoho Bookings: Online Group Appointments with Auto-Generated Meeting Links. Zoho News Zoho CRM: Expanded Zia Capabilities Now Available in Professional Edition Zoho CRM now includes more Zia AI capabilities in Professional Edition, giving lower-tier […]
Trust Point HCM – Case Study
TrustPoint HCM – Zoho CRM, Support & Operations Optimization Case Study Industry: Payroll & Human Capital Management Services | Location: Exton, PA | Team Size: 700 Clients Supported Apps: Zoho CRM, Desk, Projects, Sign, Cliq, Calendar Better Reporting Visibility Time Saved Through Automation Stronger Sales + Support Workflows Executive Summary Trust Point HCM is a […]
Boost Your Conversions With Landing Pages
If you’re reading this article, chances are you’re trying to enhance lead conversion through your website. At a basic level, the purpose of a website is to inform potential customers about your business. You may have a compelling home page, an about page that explains why your customers should care about you and your mission, […]
Our 10 Favorite WordPress Plugins – 2023
Another year, another batch of WordPress plugins. Here are our top picks for 2023! (And no, they aren’t in any particular order) 1. ZPortals When it comes to client portals and Zoho, one reigns supreme – ZPortals. This WordPress plugin is easy to configure and integrates with all the main core Zoho applications. If you […]
Zoho Learn Full Product Tutorial
When it comes to your business’s success, it often boils down to how well your employees perform. Sure vetting the right employees for the job is important, but their training is even more crucial. Thus, in the SaaS world, LMS (Learning Management System) was born. A modern solution to training that allows businesses to develop, […]
Our Favorite WordPress Themes
When it comes to building websites nowadays, most people aren’t coding whole sites from scratch. In fact, even if you are a talented web developer, most of us are still going to pick a theme. With constant changes to updates, HTML rules, CSS, WordPress versions, and security loop wholes, going back and updating your code […]