Application of the Week – Power Tools by AbleBits
Power Tools is a set of 30+ smart features that you miss most in Google Sheets. The add-on not only reduces the number of mouse clicks on some routine operations in spreadsheets, but also offers solutions for common yet complex tedious tasks. Each tool here is designed to make data processing easy for you.
How to Customize your Zoho CRM Home Page
This video was taken from the CRM Zen Show Episode 86 and is a quick demostration on how to customize your Zoho CRM Home Page.
Zoho Campaigns Overview and Best Practices – Webinar
Here is the presentation that was used during the webinar. Here is the March Webinar – Zoho Campaigns Overview and Best Practices featuring Brett Martin and Tyler Colt. Feel free to use the timestamps on our YouTube page to skip ahead to the topics you’re most interested in. 0:55 Agenda 1:45 Zoho Campaigns Overview 5:34 […]
The CRM Zen Show – Episode 86- ESAP ASAP
Zoho News Zoho Launches Small Business Emergency Subscription Assistance Program The ESAP will give current small business customers the Zoho software they currently use for three months free. Here is a link to a personal message from Zoho Co-Founder and CEO Sridhar Vembu. Here is the link to apply. (Read the terms, then scroll to […]
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
