Zoho SalesIQ 2023 Full Product Tutorial
Understanding how to effectively engage with customers is crucial. Zoho SalesIQ is a tool that enhances just that. In this Zoho SalesIQ tutorial, we cover everything from setting up SalesIQ on your website to mastering its real-time visitor tracking, automating workflows with bots, and seamlessly integrating it with your existing CRM and helpdesk solutions. Whether […]
Zen & Growing in Las Vegas: Zenatta’s Annual Retreat
“We were somewhere around Barstow on the edge of the desert when the plans for next year began to take hold.” Well, not exactly, but it’s not a Rolling Stone article anyway! What is true, though, is that our Zenatta leadership team met in Las Vegas this past weekend to reflect on the year that’s […]
Traveling for Business? Simplify Your Life with Zoho
When it comes to traveling for business, time is often wasted during business travel due to the lack of internet. Though most modes of transportation usually offer the internet, relying on them to actually work is a gamble. In the past few years, Zoho has been working diligently to bring more of your favorite products […]
Why Training Your Team in Zoho Projects is Essential
Have you ever invested in a powerful software tool only to discover that your team uses just a fraction of its capabilities? The reason often lies not in the tool itself but in how well your team knows how to use it. That’s why we launched our comprehensive Zoho Projects Team Training Course, designed to […]
How to Use Batching for Bulk Emails in Zoho Campaigns
One of the great features of Zoho Campaigns is the ability to send emails in batches. Whether you have a small mailing list or you’re reaching out to tens of thousands, sending emails in batches can offer multiple advantages. Here’s why you might want to consider using this feature. Setting Up Batching in Solo Campaigns […]
Use Cases for Zoho Flow
In this video, we explore the common use cases for Zoho Flow. The video explains how Zoho Flow can be leveraged to pass data between Zoho apps, from third-party apps to Zoho and from Zoho to third-party apps. Key Points: Passing Data Between Zoho Apps Zoho CRM Automation Third-Party Apps Webhooks Common Use Cases: Conclusion […]
Creating Role-Based Custom Views & Filters in Zoho CRM
Managing a growing team in Zoho CRM just got easier. Role-Based Views in Zoho allow you to create custom views and filters based on team roles, not just individual members. This guide breaks down the how-to. Understanding Roles and Groups Before you set up custom views, it’s essential to grasp the roles and groups within […]
Alternative Reply Tracking in Zoho Campaigns
Introduction Looking for a more efficient way to manage reply tracking in Zoho Campaigns? This guide outlines an alternative reply tracking in Zoho Campaigns approach that bypasses some of the limitations of the platform’s built-in feature. Get the scoop on how to implement this strategy effectively. Why Choose an Alternative Reply Tracking in Zoho Campaigns? […]
Zoho FSM Full Product Overview
After years in beta testing, Zoho’s Field Service Management (FSM) solution has finally made its debut—and we couldn’t wait to dive in! Our verdict? It’s fantastic! While the product will require some customization to perfectly align with your specific needs, don’t worry; we’ve got you covered with this comprehensive tutorial. Whether you’re a visual learner […]
Select Communications – Case Study
Executive Summary Select Communications operates within a brokerage model, offering cutting-edge technology solutions. With a dedicated team of approximately 30 professionals, they expertly handle hundreds of deals monthly. As a fully remote and agile enterprise, Select Communications serves clients all over the United States. Their unwavering support team works diligently on each project, ensuring that […]
