Simplify CRM Testing with Zoho CRM Sandbox
Zoho CRM Sandbox offers a safe environment to test and refine your CRM configurations without disrupting your live data. Whether you’re tweaking fields, automations, or custom workflows, Sandbox ensures your updates are perfect before going live. Let’s dive into how you can make the most of Zoho CRM Sandbox. What is a Sandbox? A Sandbox […]
Classic Homes – Case Study
Classic Homes – Contract Automation & CRM Modernization Case Study Industry: Custom Home Building | Location: North Bethesda, Maryland | Team Size: 20 Employees Apps: Zoho CRM, Writer, Sign, WorkDrive, Survey, Analytics Legacy system replaced with Zoho CRM Automated contract generation Custom pricing logic for home options Improved accuracy and scalability Executive Summary Classic Homes […]
Zoho Campaigns Getting Started Checklist
Email marketing today is still one of the most powerful methods of marketing. Research shows it to be up to 40 times more effective than social media marketing. Its effectiveness, though, ultimately depends on several factors often overlooked. We put together a Zoho Campaigns getting started checklist to help you maximize the effectiveness of your […]
Zoho and Avalara Product Demo
This guide provides a detailed breakdown of everything discussed in the Zoho and Avalara Product Demo video above. We highly recommend watching the video above for the full experience, but here’s a quick summary of everything discussed if you prefer to read it. Overview of the Zoho and Avalara Integration The integration between Zoho and […]
How To Configure DMARC for Zoho CRM
You may have noticed this past week that if you didn’t have DMARC configured, your latest bulk email you tried to send out of Zoho CRM was denied. This is because DMARC for Zoho CRM is now mandatory for sending bulk emails. SPF and DKIM are no longer sufficient. Implementing DMARC ensures better email deliverability […]
Why Scrubbing Your Emails Before Using Zoho Campaigns Or Marketing Automation Is Crucial
Whether you are new to Zoho or a veteran, as a Zoho partner, we see this mistake made too often. Just like getting a new toy (which, let’s face it, even as adults we are still like kids when we get something new), we rush to use it before reading the instructions. Zoho’s email marketing […]
Zoho Vault vs Other Password Managers
The days of the early internet are over. If you are still using the same generic password like your pet’s name and your birth year (Spud1972) for every login, there is a good chance you have been or will be compromised. So how does one stay secure? Besides things like 2FA (Two-Factor Authentication), password manager […]
E-commerce and Zoho? No Problem!
Today, anyone selling anything is most likely running an e-commerce shop. With modern solutions like Zoho, businesses can scale up and access crucial data without spending grueling hours diving into spreadsheets. Zoho enables businesses to visualize opportunities quickly and cut losses. Additionally, mainstream e-commerce tools such as WooCommerce and Shopify offer native integrations with Zoho, […]
Zoho Thrive – Full Product Overview
Maximize the engagement with your shop by utilizing Zoho’s affiliate and loyalty program tool, Zoho Thrive. This application allows shop owners to connect their Wix, Shopify, Zoho Commerce, or custom sites to Zoho’s performance based marketing platform. In this product overview we touch on how to integrate Thrive with your shop (Shopify), do a complete […]
MCAM Northwest, Inc. – Case Study
MCAM Northwest, Inc. – CRM Modernization & Automated Renewals Case Study Industry: Manufacturing & Industrial Technology | Location: Oregon City, OR, USA | Team Size: ~12 remote employees Apps: Zoho CRM (custom automation & training tracking) Full migration from Solve360 to Zoho CRM Automated recurring renewal deal creation HubSpot lead routing into Zoho CRM Structured […]