Keller Williams Heritage – Case Study
Executive Summary Within Keller Williams Heritage is an apartment locating division, the first of its kind, located in San Antonio. They are a team of 18 looking to expand nationwide to a team of 30-40. The Challenge Being the first apartment locating division for a major brand such as Keller Williams was a challenge, as […]
What Is BI? + 5 Best Practices
Making a business decision without data to back it up is a recipe for disaster. Form strategic decisions with solid evidence by using a business intelligence tool. Combine data sets from across your entire organization and use visualizations to dig deeper into your business analysis. What Is Business Intelligence? A Business Intelligence (BI) tool is […]
The Best System Design For A Zoho CRM Lead Form Capture
In this tip, we take a look at a better method for capturing lead form data inside of the CRM. Traditionally the data will go straight into the Leads or Contacts module. This isn’t always where we want the form data to live. Use this tip to design where your data goes upon form capture. […]
Zoho CRM Full Product Overview – 2023
What is a CRM? The Core Modules Modules are the building blocks of Zoho CRM. They enable you to manage and maintain your data in a way that fits your organization. Though custom Modules are common, a few core Modules usually stay consistent from organization to organization. Leads Module Accounts Module Contacts Module Deals Module […]
Getting Started With Deluge – Write Data
In the final video of our Getting Started With Zoho Deluge series, Greg teaches us how to do the final step of writing data. Make sure to check out the previous videos on Reading Data and Editing Data! Key Takeaways Getting Data Onto The CRM Record As you’ll remember in the last lesson, we got the […]
Help Desk Software Features: Zoho Desk vs Zendesk vs FreshDesk
With so many different options for help desk software, it might be hard to choose which one will work best for your business. In this article, we will compare a few of the top help desk software options available, Zendesk, Freshdesk, and Zoho Desk. There are a lot of similarities across the three platforms, however, you’ll […]
Boost Your Productivity Inside Zoho With ChatGPT
While it might be intimidating to some (ourselves included), the rise of open AI is revolutionizing the way we work. With ChatGPT launching in November 2022, it has only grown in popularity. Since its launch, academia, businesses, and individuals are frantically trying to get ahead of this new technology. With that being said, implementing ChatGPT […]
How To Create Multiple Associated Records With One Zoho Form
Have you ever had a form come through with information that crosses records? In this tutorial, Tom walks us through how to create multiple associated records with just one Zoho Form. Using Zoho Flow you can automate this process! Key Takeaways Set Up The Initial Integration To start, we first need to set up the […]
Getting Started With Deluge – Editing Data
Greg is back with another intro to Deluge tutorial! In this video, we focus on editing data in Deluge. Make sure to check out the previous video on Reading Data! Key Takeaways Pulling in a Lead Record Let’s start out by pulling our lead record in by using the steps learned in the last video. […]
Getting Started With Deluge – Reading Data
If you’re looking to learn Deluge, you’ve come to the right place! In this tutorial, we introduce you to the deluge editor and how to read data. Key Takeaways Creating Your First Deluge Function In the CRM Settings, head into Functions under the Developer Space. Click the blue New Function button to start creating. We […]
