EV+ – Case Study
Executive Summary EV+ is an EV charging company that offers a fully outsourced solution for commercial real estate. They design, install, own, and operate EV charging systems while assuming nearly all costs, liability, and ongoing management. In return, EV+ provides property owners with a net revenue share, creating incremental NOI. Headquartered in New York City, […]
Our Top 10 Zoho Implementations For 2023
If you watch the CRM Zen Show, you know that we share a new custom Zoho implementation we did for a client every week. Of the 52 implementations this year, here are what we thought were the top 10 for 2023. XML Related List in CRM to Show Purchase Orders Related to a Deal Automatic […]
Our Team’s Favorite Zoho Updates For 2023
Ever feel like Zoho’s update train is moving so fast you can barely keep up? Every year is like a bullet train of updates, with many passing by so fast we don’t even catch them. But which updates are the real MVPs? We figured with the broad spectrum of expertise on our team, we’d ask […]
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 […]
Our 10 Favorite WordPress Plugins – 2023
Another year, another batch of WordPress plugins. Here are our top picks for 2023! (And no, they aren’t in any particular order) 1. ZPortals When it comes to client portals and Zoho, one reigns supreme – ZPortals. This WordPress plugin is easy to configure and integrates with all the main core Zoho applications. If you […]
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 […]
Using The Zoho Creator Extension In Zoho CRM
Audio Podcast The Zoho Creator extension for Zoho CRM allows you to integrate Zoho Creator forms and reports directly into your CRM. This means that you can view and edit Zoho Creator data from within your CRM, and you can also create new Zoho Creator records from your CRM. To integrate a Zoho Creator form […]
Exploring Custom Layouts in Zoho Creator
This video tutorial provides a comprehensive overview of creating custom layouts for reports in Zoho Creator. It delves into the process of customizing both quick view and detail view reports, equipping you with the knowledge to enhance the visual appeal and organization of your data presentations. Quick View Layouts Detail View Layouts Additional Features Conclusion […]
How To Connect Zoho Books Bank Feeds Using Plaid & Yodlee
This video tutorial demonstrates how to connect your bank feeds to your Zoho Books application using either Plaid or Yodle. The video covers the following steps: Plaid Setup Yodlee Setup Troubleshooting If you encounter any issues connecting your bank feeds to Zoho Books, please refer to the Zoho Books Help Center for troubleshooting tips.
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 […]