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 […]
Advanced Settings In Zoho Mail Tutorial – 2021
In this Zoho Mail tutorial you will learn about: Mail View Options Compose Options
Zoho CRM Plus Settings & Users 2021 Tutorial
In this Zoho CRM Plus Tutorial Brett & Tyler Cover: Features for CRM inside CRM Plus CRM Plus Settings Overview Adding a User Inside CRM Plus
How To Create Reports Inside Zoho Analytics – 2021 Tutorial
In this tutorial, we walk through creating Zoho Analytics reports including pivot tables and charts. In case you missed the last video in this tutorial series, check out Explaining Your Data. Key Takeaways After adding raw data to Zoho Analytics, if the box is checked to yes, some reports will automatically be created from that […]
CRM Zen Show Episode 157 – Self Serving Blogs
Zoho News Zoho Invoice Is Now Free For All SMBs That’s right, Zoho is doubling down on its commitment to help SMBs grow by now changing Zoho Invoice’s pricing to free! Zoho CRM Plus Gets Some Recent Updates Added We’ve covered these Zoho Social and Zia updates but for those of you using CRM Plus, […]
9 Advantages of Using a Zoho Consultant
Zoho offers some of the best cloud software to manage and improve almost any part of a business. Zoho CRM, one of the leading SMB CRM solutions, has become widely used with over 60 million users in 2020. Not to mention, Zoho continually expands its product range to help businesses manage any aspect imaginable. This […]