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. […]
Highlights from Zoholics Austin 2024!
Inspire Kicking off the event, day one was the partner gathering for Inspire. Inspire is for partners only, giving Zoho a chance to bring us together to network, sharing partner updates for the year to come, and giving recognition with a handful of awards for partners. Speaking of awards, we happened to win a couple! […]
Setup Your Team For Success With Zoho Campaigns Team Training
Marketers wear many hats, often needing to become experts in many areas. These can often include and are not limited to market research, graphic design, SEO, brand management, PPC specialist, and what we will be covering today, email marketing. When it comes to email marketing, mistakes are unforgiving and sometimes irreversible. But don’t worry, Zoho […]
10 FREE Marketplace Extensions for Zoho Desk
We are constantly exploring and coming up with best-in-class solutions for our clients. There are plenty of times a partial solution or tool already exists, such as a marketplace extension. When it comes to Zoho Desk, we highly recommend utilizing the extensions available as needed. Here are 10 Zoho Desk extensions we highly recommend, and […]
8 Quick Bug Fixes For Zoho Campaigns Email Builder
In the following tutorial, we cover 8 frustrating bugs users might encounter when using the Zoho Campaigns Email Builder. Tips Covered Bonus Tip: Column Feature on Mobile Devices
Zoho DataPrep Full Product Tutorial
In this article, we explore Zoho DataPrep, a versatile tool for data cleansing and integration. This summary highlights key points and features discussed during the webinar video tutorial. For a comprehensive understanding of all the processes, be sure to watch the video. If you find the tutorial useful, please like and subscribe. If you have […]