4 Automated Emails You Should Consider
Automated emails may have a bad reputation, but don’t let that stop you from getting content to your current and future customers. While scheduling emails is also a great option it’s not always the best fit. Schedules don’t always align with certain trigger points and can cause issues if sent too early or late. Give […]
12 Days of Marketing
On the first day of Christmas, Zenatta gives you, 12 tips to enhance your marketing strategy. With the new year right around the corner, you might be looking to change up your marketing plans. We’ve gathered some top tips to help you get the most out of your marketing strategy in 2023. While some of […]
The First 3 Things To Do In Any New Zoho CRM
In this tip, Tyler walks us through the first things Zennatta consultants do when jumping into a brand-new CRM. The 3 key takeaways are pretty basic, but make a big difference in the usability for CRM users. These first three steps are removing unnecessary modules, cleaning up the layouts of records, and creating a basic […]
Organize YOUR Data in Zoho CRM with Custom Views & Filters
Getting the basics of CRM organized is super important to have the most efficient workflow. In this tip, Tyler walks us through how to organize data in Zoho CRM using custom views and filters. Having a clean custom view of your CRM data will make a huge impact on your workflow. Key Takeaways Custom Views […]
5 Key Things To Know For Integrating Zoho CRM and Zoho Books
Tyler covers the 5 most important things to keep in mind when integrating Zoho CRM and Zoho Books. While it might seem simple to set up at first, there are some key points that may slip under the rug without deeper consideration. Ask yourself these questions and watch the video for a visual guide to setting […]
What Is CRM?
CRM is… CRM stands for Customer Relationship Management, most commonly used to refer to software that helps and enables sales operations. Keeping business practices and pipelines running smoothly. CRMs have a high return on investment and are a fast-growing feature that almost all businesses have in place. There is a lot of friction in sales […]
Dynamically Changing Zoho CRM Email Template Images with WordPress
In this tutorial, this is a niche case scenario for most businesses, however, there could be many use cases for it. We quickly show how to change images across all email templates in the CRM using a WordPress link. One thing to note is that in the video, only one template was created, but you […]
Zoho CRM Reports Overview
In this video tutorial, Tyler does a complete overview of the Reports module inside the CRM and some best practices for building reports. ? TIME STAMPS ?0:00 Intro1:20 Creating a Report5:10 Columns Review10:10 Creating a Custom Filter11:03 Creating a Chart13:10 Scheduling Reports
Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM
By default, if someone opts out inside Zoho Campaigns, they are also opted out inside Zoho CRM. This could cause issues with existing Leads or Contacts inside your CRM. Here is a quick workaround and a best practice when using Zoho Campaigns and CRM.
Email Verification Using Clearout
In this video, Kody walks you through verifying your email list using Clearout. Using this verification process will help you avoid high bounce rates, emails in spam folders, or the worst-case scenario of getting “blacklisted.” ? TIMESTAMPS ?0:00 Intro0:40 Setting Up A Field In The CRM Module1:35 Creating A Report For Export3:39 Import Email List […]
