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 […]
The CRM Zen Show – Episode 83 – No Mo Mo(tivator) – Oh No

Zoho News Zoho Motivator will be no more as of August 31, 2020 We do not agree with this decision and hope Zoho reconsiders Zoho WorkDrive Update Insert custom embed codes directly into a web page or blog Analytics Updates for Feb 28, 2020 Support for SalesIQ and Site 24/7 Zoho Meeting Updates Request remote […]
Deluge to Create Pre-Populated Form URL (Zoho CRM) – Implementation 2020
Zoho CRM Full Product Tutorial – Webinar

As promised here is this month’s webinar featuring Brett Martin and Tyler Colt in which they discuss key points on Zoho CRM overview and best practices. With 8 topics covered in the course of an hour, here is a glimpse at the topics covered. Feel free to use the timestamps on our YouTube page to […]
Zoho Forms to Zoho Sign Integration – Implementation 2020
The CRM Zen Show – Episode 82 – It’s Raining Updates – Hallelujah

Zoho News Zoho Creator Upcoming Updates – Including: Versioning of Deluge Scripts Custom inline error messages for fields Lookup data from the same form Spreadsheet report enhancements Enhancements in the record template designer Zoho Recruit Updates Among the updates – Recruit gets a Sandbox and Jobma Integration Zoho Campaigns – Zoho Community Meetup – East […]
Dynamic Documents from Zoho CRM sent via Phaxio (Faxing Documents) – Implementation
The CRM Zen Show – Episode 81 – Unknown Exciting Incentives

Zoho News Zoho PageSense adds cross-domain tracking How to set up Cross-domain tracking. This is a method used to follow the behavior of users as they navigate across different domains after coming to your website. This helps businesses operating across multiple domains track a visitor’s journey from one website to another and further achieve greater […]