The CRM Zen Show Episode 161 – Sandbox Galore
Zoho News Zoho Projects Turns 15 And wow has it come a long way in 15 years. Great job to the team for the commitment and continual improvements. Zoho Desk Adds Ticket Archiving This newest feature rolled out Friday, August 27th allows you to set an auto-archive date after a closed ticket. Zoho CRM Adds […]
Abel Fire Equipment – Case Study
Abel Fire Equipment – Zoho Creator Operations Platform Case Study Industry: Emergency Response Support & Logistics | Location: Near Folsom, CA (Nationwide Services) | Team Size: 10–15 (plus 20+ temporary agents as needed) Apps: Zoho Creator, Zoho CRM 80% Less Paper Processing Portal-Ready Scaling Mobile-First Operations Executive Summary Abel Fire Equipment provides emergency support services […]
The CRM Zen Show Episode 160 – Zia Takes A Sheet
Zoho News Notable Mobile Updates Implementation of the Week This Week’s Reads New Blogs, Videos, and Resource Guides Pick of the Week Tips and Tricks
Explaining Your Data Inside Zoho Analytics Tutorial – 2021
In this short tutorial, we cover how to analyze raw data and data model diagrams. Explaining Zoho Analytics data will help you understand your data set better and allow you to provide detailed explanations to anyone you share the reports with. If you missed the first video in this tutorial series, check out How To […]
Managing Subscriptions In Zoho Subscriptions Tutorial – 2020
In this Zoho Subscriptions tutorial we cover: Managing Subscriptions Overviews -Invoice History Pausing Subscriptions
Zoho CRM Plus Full Product Overview – 2021
This week we launched our monthly full product overview on the Zoho CRM Plus product suite. During this review, we break down each category that the different products fall into, their uses, and a quick tutorial on the interface and settings for Zoho CRM inside CRM Plus. If you don’t have 48 minutes to watch […]
The CRM Zen Show Episode 159 – Brett Wants To Be A Canvas Artisan
Zoho News Implementation of the Week This Weeks Read New Blogs, Videos, and Resource Guides Pick of the Week Tips and Tricks
The Otis Sampson Company – Case Study
The Otis Sampson Company – Zoho CRM & Recruit Implementation Case Study Industry: Executive Recruitment | Location: Indianapolis, IN | Team Size: Small Business Apps: Zoho CRM, Zoho Recruit, Zoho Forms Improved Recruiting Visibility Modern ATS Foundation Scalable CRM Setup Executive Summary The Otis Sampson Company is a woman-owned executive recruitment firm serving the chemicals, […]
CRM Zen Show Episode 158 – Brett’s Tin Foil Hat
Zoho News Zoho Sprints Adds 3 New Custom Fields Some nice QOL additions with new fields: percentage, currency, & lookup. ZeptoMail Adds Email Templates Not a large template library but still a few good ones for your transactional emails. Zoho Bigin August Updates A GREAT batch of updates including HIPAA compliance. Zoho Sign Revamps Add-on […]
Our Favorite 3rd Party Appointment Systems for Zoho
Zoho is becoming increasingly popular among small businesses because of the exceptional value it delivers. For only a few dollars a month, Zoho CRM does more than most CRMs are capable of. Likewise, Zoho Desk can streamline your entire customer support pipeline, and Zoho Campaigns provides the tools necessary for world-class marketing automation. Additionally, all […]