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 […]
Zoho CRM Sub-form Integration to Create Custom Module Records – Implementation
In this video we show how to integrate Forms via a webhook to be able to write a subform into a custom module inside Zoho CRM. Here are some key points from the video: CRM hierarchy with Accounts (ex: Restaurant Groups) and Establishments (ex: Restaurant Locations) Zoho Form created with subform to capture multiple Establishments […]
The CRM Zen Show – Episode 80 – We’ve Seen The Light
Zoho News Zoho Vault New Interface is Open To Public Beta A very nice overhaul. Sign up here. 8 New Zoho Sheets Functions XLOOKUP – Zoho’s take on an improved VLOOKUP Function will be very interesting to spreadsheet power users. And the SEQUENCE function does look to be pretty useful as well Zoho Bookings Gets […]