Get Started With Zoho CRM’s All-New Kiosk Studio
At the beginning of this year, Zoho launched Kiosk Studio in Zoho CRM. This evolved blueprint is designed to simplify and automate various processes without being tied to a specific record. Unlike blueprints that trigger actions based on particular records, kiosks operate independently, making them highly versatile. This feature is particularly beneficial for tasks that […]
Top 10 Marketplace Plug-ins for Zoho CRM
The Zoho CRM Marketplace is a hub for various tools and integrations designed to enhance your Zoho experience. Whether you need marketing tools, customer service enhancements, or anything in between, the marketplace offers solutions vetted by the community—evident in user reviews and ratings. Always remember to check these before opting for a plugin to ensure […]
What are UTM parameters, and how to use them with Zoho
So what is a UTM parameter? UTM parameters, also known as Urchin Tracking Module parameters, are a way to track the effectiveness of online marketing campaigns across traffic sources and publishing media. They were originally introduced by Urchin Software Corporation, a company founded in 1995 that developed web analytics software. Google acquired Urchin Software Corporation […]
Introducing Zenatta Health Check for Zoho CRM
Maintaining high-quality data within your CRM system is not just an option—it’s a necessity. Recognizing this essential need, our team at Zenatta has developed a groundbreaking solution for Zoho CRM users: the Zenatta Health Check for Zoho CRM. This innovative extension enhances your CRM experience by providing regular data quality reports, ensuring your business operates […]
4 Key Takeaways From Google & Yahoo’s Updated Email Authentication Requirements
By now, most of us have heard about the upcoming changes by Gmail and Yahoo. And I think most of us can agree that robust email authentication is necessary to combat phishing and spam. These requirements involve three key technologies: SPF, DKIM, and DMARC. For those of us who don’t know what all this terminology […]
Effortless Cleanup Using Admin Tools In Zoho CRM
In the world of CRM management, maintaining a clean and organized system is crucial for efficiency and productivity. Zoho CRM’s Admin Tools feature offers a powerful solution for tidying up old customizations, reports, and automations, ensuring your CRM environment remains streamlined and functional. Why Clean Your CRM? Over time, CRMs tend to accumulate unused or […]
End-of-Year System Review for Zoho CRM
As the year draws to a close, ensuring your Zoho CRM is optimized for peak performance is crucial. A systematic review can enhance efficiency, data integrity, and user experience. Let’s dive into the key areas our team put together to focus on. De-duplicate Contacts and Accounts Duplicates in your CRM can lead to confusion and […]
Quick Actions for Calls in Zoho CRM
This video tutorial demonstrates how to log an activity or task directly from a call within the CRM using the CRM dialer feature. Key takeaways: Steps: Benefits: This video provides a valuable tip for CRM users who want to make the most of the CRM dialer feature. By logging activities and tasks directly from the […]
Sorting Multi-Select Lookup Fields in Zoho CRM
In this quick tip, Landon demonstrates how to customize the results that appear when selecting items in multi-select lookup fields within Zoho CRM, both for standard and custom modules. This can be particularly useful if you want to sort and display specific items at the top of the list when making selections. Here’s a summary […]
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 […]
