Wizards
This guide by Zoho breaks down what a Wizard is for Zoho CRM. From the definition to a step-by-step walk-through on how to create one, by the end of this guide, you will have a concrete understanding of Wizards for Zoho CRM. A Wizard helps you divide a long form into a series of screens, […]
8 Tips for Successful CRM Implementation
This guide by Zoho gives 8 great tips for successfully implementing your CRM. Businesses worldwide have realized the importance of a CRM system. When almost every company uses some form of CRM or the other, it is observed that many tools are not explored to their full potential, or not even used. When you have […]
The CRM Zen Show – Episode 104 – Grammatically Unstructured
Zoho News Zoho Analytics Updates According to the post: Ask Zia can now interpret grammatically unstructured queries appropriately… If this works, I’m going to have Zia communicate with my kids from now. Zoho CRM Portal Enhancements Portal users can now edit records created by other users. A major update that has been long overdue. Zoho […]
A Settings Tip for Preventing Duplicate Leads and Contacts inside Zoho CRM
Here is a quick tip that we noticed Zoho added to Zoho CRM. 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 […]
The 4 GDPR-Compliant Duties of Email Marketer
This guide by Zoho helps the user better understand GDPR (Global Data Protection Regulation) and how to apply this regulation to email marketing inside Zoho Campaigns. The GDPR is an upcoming European Union law that imposes strict obligations on the way a business uses its subscribers’ personal data. Henceforth, every business is required to obtain […]
The CRM Zen Show – Episode 103 – Embarrassment of Riches(™)
Zoho News Notable Mobile Updates Implementation of the Week This Week’s Reads New on Zenatta.com Zenatta Blogs New Zenatta YouTube Videos New Resource Guides Application / Plug-In of the Week Tips and Tricks
How to Setup GDPR inside Zoho Campaigns
This video is a quick overview of the setup of GDPR inside Zoho Campaigns and creating a consent email. Here are some other references from Zoho as well regarding GDPR and setup: https://www.zoho.com/campaigns/gdpr/features.html https://help.zoho.com/portal/en/kb/campaigns/user-guide/gdpr/articles/how-to-set-up-gdpr#Contact_Data_Erasure https://show.zohopublic.com/publish/6y4l668f8305210584cdf91e4638e2abe2f0a Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be […]
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
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
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 […]