Application of the Week – LinkMatch
From Episode 85 of the CRM Zen Show, Brett revisits this App as it still proves to be a handy tool. With a click of button import all future or existing prospects information directly to your CRM from their LinkedIn account. We hope you find this video useful on how LinkMatch works with Zoho CRM. […]
Say NO To Duplicate Records
Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020
This week’s implementation is brought to you by the CRM Zen show featuring Brett Martin & Tyler Colt. Tyler shares this week a Zenatta Internal implementation applied to our own CRM. We needed a way to track revenue through a subscription service inside the deal module inside our CRM. Here are some keynotes from the video […]
The CRM Zen Show – Episode 85 – Remotely Time
Zoho News Zoho Rolls Out a New Product Suite – Remotely The Applications Included are: Cliq, Meeting, ShowTime, WorkDrive, Projects, Sprints, Assist, Lens, Writer, Sheet, & Show Free Until June 30th, unknown pricing after that. Zoho CRM Updates Attach Files From WorkDrive Lead Mapping In The Sandbox Zoho Sign Adds BOX Integration E-Sign documents and/or […]
Convert a Message on Cliq into a Task on Zoho Connect
In this week’s episode of Tips & Tricks our developer Skyler Paul demonstrates how to setup your Cliq to convert messages into tasks on Zoho Connect. For the guide mentioned in the video here is the link: https://help.zoho.com/portal/en/community/topic/convert-a-message-on-cliq-into-a-task-on-zoho-connect
Application of the Week -Zoho WorkDrive add-on for Gmail
The CRM Zen Show – Episode 84 – Zoholics Anonymous
Zoho News Zoho Cancels Zoholics Due to COVID-19 Fears We are really going to miss the event as we look forward to this all year. Zoho will be issuing refunds to all ticket holders shortly. We will post the details on our blog when we get them. And Zoho Isn’t the Only Company To Cancel […]
Set Up Your Next Event With Zoho Backstage
Spending too much time organizing and setting up your event? Want a professional event page, but worried it would cost too much or take more time, then you have to create it? After the event, wouldn’t it be nice to capture all of the analytics on how everything went? Well, here is the good news; […]
Learning Innovation Catalyst – Case Study
Learning Innovation Catalyst (LINC) – CRM + Projects Revenue Reporting Case Study Industry: K–12 Education (EdTech & Professional Services) | Location: USA | Team Size: 15 Apps: Zoho CRM, Projects, Analytics, Bookings Cash Flow & Revenue Visibility Services Tracked to Payment Dashboards Built for Delivery Executive Summary Learning Innovation Catalyst (LINC) helps schools create student-centered […]
Deluge to Create Pre-Populated Form URL (Zoho CRM) – Implementation 2020
