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 […]
Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM
While some may assume that you need to switch to Zoho Forms in order to integrate forms with Zoho CRM, that is not the case. In this tutorial, Jordan walks us through how to connect Zoho CRM to various form builders; Gravity forms, Everest forms, by using webhooks, and Zoho Forms. Key Takeaways Gravity Forms […]
How To Set Up Scoring Rules Inside Zoho CRM
Scoring rules can be a great way to filter which leads your sales team should be focusing on first. In this quick tutorial, we show you how to get started with scoring rules inside Zoho CRM. ? TIME STAMPS ? 0:00 Intro 0:53 Getting Started 2:19 Creating a Scoring Rule 5:50 Adding Criteria 9:10 Testing […]
3 Pro Tips for Lead Conversion Mapping in Zoho CRM
There is often some misunderstanding of the main modules inside the CRM and their overall relationship with one another. This tutorial focuses on where it all starts, the Leads Module, and how it relates to the other modules. ? TIME STAMPS ? 0:00 Intro 0:23 #1 – Defining a Lead 1:17 #2 – Lead Conversion […]
7 MUST Have Zoho CRM Automations
All of us have experienced “Man I wish I knew that sooner!” at least a handful of times in life. Well, here are 7 common Zoho automations we hear all too often. ? TIME STAMPS ? 0:15 #1 – Form Integration 7:13 #2 – Lead Assignment Rules 11:57 #3 – Lead Conversion Mapping 15:25 #4 […]
What is CRM? Expert Explanation with Industry Examples
In this video, we dive into what Customer Relationship Management (CRM) really is and how it applies to everyday activities and real-world scenarios. ? TIME STAMPS ? 0:09 What is CRM? 0:30 Important Statistics of Using A CRM 1:43 How Do You Reduce The Friction Of Your Sales Process? Marketing Scenario 2:27 Intro To Marketing […]
How to Set Up a Mail Merge Document Inside Zoho CRM
Here are the various action items we cover in this tutorial: Use Cases Getting Started Setting Up The Mail Merge Creating A New Template Zoho Writer Adding Merge Tags Sending A Document Via Mail Merge
Setting Up An Approval Process Inside Zoho CRM
In this video tutorial, we walk you through how to set up an approval process for various stages in the Deal. Here is a breakdown of the timestamps: 0:28 Use Case 2:25 Layout Rules 4:55 Approval Process 5:55 Criteria 6:12 Who Should Approve 7:50 Action(s) upon Approval/Rejection 9:54 Final Walk-through of the Process Created
Should you be using the Leads Module in Zoho CRM?
In this video tutorial, Drew discusses all things Leads Module and if you should be using it in your business. ? TIME STAMPS ?0:00 Intro0:12 Using Leads Overview0:35 Recommended Lead Statuses2:10 How Leads Work2:40 Benefits of Zoho Forms For Lead Generation3:40 What is Lead Conversion Mapping4:25 Converting a Lead5:05 Scenarios for using the Leads Module
