Zoho CRM Setting Up Mail Merge If Statements Tutorial – 2021

In this 7 minute tutorial, Brett walks you through using “If” statements inside Mail Merge. We use our own templates and if statements as real examples in this tutorial.
The CRM Zen Show Episode 165 – Cobras, Cats & Campaigns

Zoho News Implementation of the Week This Weeks Read New Blogs, Videos, and Resource Guides Application / Plug-In of the Week Tips and Tricks
Zoho PageSense 2021 Full Product Tutorial

This week we had our monthly live Zoho full product tutorial on Zoho PageSense. In this tutorial, we cover all of the key essentials this application has to offer and man does this application offer A LOT. Along with the video tutorial below here is a complete write-up on Zoho PageSense. Enjoy! Why Zoho PageSense? […]
The CRM Zen Show Episode 164 – A Zuper Integration

Zoho News Zoho to hire up to 2,000 people for rural offices Zoho Corp. plans to hire up to 2,000 people for its rural offices by December end as the software-as-a-service (SaaS) unicorn continues to bolster its rural network at a time when the pandemic is rewriting the rules of operating from large brick-and-mortar offices […]
The Success Story Of Zoho & A Different Business Philosophy

In recent years, Zoho has been a major point of discussion among small business owners and SaaS industry experts alike. Many people wonder how a small Indian software development company grew to one of the largest SaaS companies in India. As well as, offering some of the best business software on the global market. After […]
The CRM Zen Show Episode 163 – Demystifying Zoho

Zoho News Implementation of the Week This Weeks Read New Blogs, Videos, and Resource Guides Application / Plug-In of the Week Tips and Tricks
How Software Improves CLM (Contract Lifecycle Management)

In the modern business world, contracts are a must. These legally binding documents help clarify and secure both party’s involvement with one another. Contracts outline the scope of work and prevent any misunderstanding claims from being filed down the road. Whether it is your personal life or professional career, no one enjoys “he said, she […]
Aviem International – Case Study

Aviem International – Salesforce to Zoho Migration & Portal Enablement Case Study Industry: Crisis Response & Human Services | Location: Atlanta, GA (Global Operations) | Team Size: 7 (plus 20–40 temporary agents as needed) Lower Licensing Costs Portal-Based Scaling Simplified Time + Expense Tracking Executive Summary Aviem International is a crisis response organization that focuses […]
The CRM Zen Show Episode 162 – Technicolor Zoho

Zoho News Zoho Launches Catalyst Beta for Catalyst started back at the start of 2019 and this serverless application platform is officially live. Zoho ShowTime Will No Longer Be Part Of Zoho Workplace As discussed a couple of weeks ago, with Trainer Central replacing ShowTime this went into effect the last day of August. Zoho […]
Canvas For Zoho CRM The Ultimate UX Tool

When it comes to Zoho, they are continuously improving their products with one main thought in mind, customer experience. This mindset isn’t just around you the Zoho user but how you will be able to deliver the CX as well. And if you don’t believe us, we talk all about it on the enterprise level […]