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 […]
Mastering Tax Management in Zoho Books and Enhancing Compliance with Avalara
Managing taxes effectively is crucial for any business looking to remain compliant and financially healthy. Zoho Books offers a robust platform for handling various accounting tasks, including tax management. However, as businesses grow and tax regulations become more complex, integrating with a specialized tool like Avalara can provide significant advantages. This article will guide you […]
Asking The Right Questions For A Successful Zoho and Third-Party Applications Integration via API
Imagine your boss approaches you needing an integration between Zoho and a third-party applications. Where do you start? What do you need to know? This article provides a comprehensive checklist of questions and steps you should consider with API. The more information you have upfront, the quicker the integration work can commence or the faster […]
The Future of Zoho CRM – Zoho CRM for Everyone!
Big Things Are Happening at Zoho! Already recognized as a best-in-class, award-winning Customer Relationship Management solution, Zoho CRM is set to become even more powerful with its latest overhaul: Zoho CRM for Everyone. This update goes beyond a mere UI facelift, introducing a suite of new features designed to enhance your CRM experience. In this […]
Zoho Sites Full Product Overview
Zoho Sites is a great option if you are looking to build a non-commerce website for a small to medium-sized business using Zoho. In the video tutorial above, we provide a brief overview of Zoho Sites. Below are the various keypoints and highlights discussed in the video tutorial, broken down by section. Application Overview 2. […]