Twilio SMS Extension for Zoho CRM
The application we all have been waiting for! Huge shoutout to Jeremy Nagel @NuancedIT for this one. Finally an SMS application for Zoho CRM. Send SMS messages using Twilio from an iMessage style interface Send templated SMS messages to leads and contacts Receive customer SMS replies to your Twilio number Send automated SMS messages via […]
Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint
You can create custom Zoho CRM links that incorporate data from CRM records. For example, you might create a link that automatically searches Facebook for a lead’s information by automatically plugging their first and last name into a generated link. When opened in a browser, this link will instantly perform a search on Facebook’s website […]
Zoho Desk Auto-assignment of Tickets Based on CRM Owners – 2020
How to Set Next Activity Date in Zoho CRM
Zoho CRM Setting Up Scoring Rules Tutorial – 2020
In this video, you will learn: How to set up meaningful scoring rules for your Leads, Contacts, Accounts, and Deals.
How to Customize your Zoho CRM Home Page
Application of the Week – LinkMatch
From Episode 85 of the CRM Zen Show, Brett revisits this App as it still proves to be a handy tool. With a click of button import all future or existing prospects information directly to your CRM from their LinkedIn account. We hope you find this video useful on how LinkMatch works with Zoho CRM. […]
Say NO To Duplicate Records
Tracking Web Conversions on Zoho CRM
It might not be obvious at first, but good customer service is largely about information, such as tracking web conversions. When your customer service team has the information they need, they can provide useful, meaningful customer service to your clients. Ideally, your customer service representatives would have access to the entire CRM record for a […]
Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020
This week’s implementation is brought to you by the CRM Zen show featuring Brett Martin & Tyler Colt. Tyler shares this week a Zenatta Internal implementation applied to our own CRM. We needed a way to track revenue through a subscription service inside the deal module inside our CRM. Here are some keynotes from the video […]
