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 […]
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