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Managing Accounting and Physical Stock Levels: How Zoho Inventory Can Help

Managing inventory can be a daunting task for businesses of all sizes. Keeping track of physical stock, updating accounting records, and managing orders can quickly become overwhelming. Zoho Inventory is a powerful tool that helps simplify inventory management and streamline operations. In this guide, we’ll take a closer look at how to manage accounting and […]

Lead Scoring 101: Maximizing Conversions by Prioritizing Sales Prospects

Looking to maximize your sales prospects in today’s competitive business environment? Lead scoring plays a crucial role in maximizing the efficiency of your sales team to convert leads effectively. In this article, we will cover some basics of what lead scoring is, a video of how to set it up inside Zoho CRM, review some […]

Televic – Case Study

Executive Summary Televic manufactures some of the most innovative systems for moderated meetings. Its complete range of conference solutions simplifies decision-making by improving the meeting experience. With crystal-clear sound, pristine video, and a clear focus, meetings become more efficient. From the largest international institutions to city government: Televic Conference drives successful meetings worldwide. Their organization […]

3 Tips To FireUp! Your Organization’s Culture

We are firm believers that an organization’s culture matters. And not just a little. A LOT. For both the employees and the company, culture has both direct and indirect effects. Culture helps with employee engagement and retention, which can indirectly help boost productivity and innovation. And generally speaking, the employee’s well-being usually directly correlates with […]

Everything You Need to Know About Zoho Desk

Product Overview As many of you already know, Zoho Desk is a cloud-based customer service software. It is a support management solution that allows users to provide support to customers through ticket management and knowledge base resources. Within Desk, there are a bunch of features that are included, such as: Based on the video tutorial, […]

Zoho’s NEW CPQ Functionality For CRM

In this tutorial, we take you on a deep dive into the new CPQ functionality in Zoho CRM. You’ll discover how this feature streamlines your sales process by automating complex tasks and providing your team with accurate pricing and quotes in record time

Project Management Styles

Knowing how to manage and organize a project comes with understanding your personal project management style. While many project managers will start with whatever comes naturally to them, it’s essential to recognize the strengths and weaknesses of the different styles. Each project management style comes with its own set of pros and cons. It’s best […]

Enable ACH Bank Payments In Zoho Books

YouTube thumbnail featuring the title 'Enable ACH Bank Payments In Zoho Books,' Zoho Books and Zoho Analytics icons, and an animated image of Tyler Colt who created the tutorial.

Are you considering offering your customers the option to pay via ACH bank transfer while also saving on payment processing fees? Tyler is once again guiding you through the steps to make this “set it and forget it” connection. Code Share Mentioned: https://club.zenatta.com/c/code-share/automatic-enablement-of-books-customer-bank-payments Deluge Training: https://youtube.com/playlist?list=PLZQZebmrdF7gBb8b2pdTYfq56foPHdXXB

SMS For Zoho CRM by MessageMedia

When it comes to communication with your clients, SMS is one of the best ways to reach your customers. Based on a recent survey, 75% of customers open an SMS within the first 5 minutes of receiving the message. And of that 75%, 80% will respond almost immediately. While in contrast, emails have about a […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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