Zoho Forms New Features: Month/Year Field, Embed Field, and Enhanced Theme Builder
Zoho Forms just introduced three exciting new features—Month/Year field, Embed field, and an upgraded Theme Builder—available to all users. These additions have yet to be officially announced, but they’re already live and ready to use. Here’s a detailed look at what each feature offers and how it can improve your Zoho Forms experience. 1. Month/Year […]
5 Ways Zoho CRM Mail Merge Can Save Your Business Time and Money (with a Step-by-Step Guide)
Zoho CRM Mail Merge can be a powerful tool for businesses looking to streamline their document creation and save valuable time and resources. Here’s how Zoho Mail Merge can simplify tasks and enhance efficiency across various business processes. 1. Automating Repetitive Document Creation Creating documents like contracts, proposals, or quotes can be time-consuming, especially when […]
Lookup Fields Tutorial for Zoho CRM
Zoho CRM lookup fields are a powerful feature, enabling you to link records across modules and create more integrated and streamlined workflows. This guide explores both one-to-one and multi-select lookups, with practical tips to optimize your CRM setup. What Are Lookup Fields in Zoho CRM? Lookup fields in Zoho CRM are relational fields that allow […]
How to Create and Use Custom Modules in Zoho CRM
Zoho CRM’s custom modules are a powerful feature for organizations looking to track unique data beyond the default modules like leads, contacts, and deals. With custom modules, you can tailor Zoho CRM to better match your business processes, creating fields and connections that make managing data easier and more relevant to your needs. What Are […]
13 Email Marketing Tricks (or Treats) for Zoho Campaigns
Halloween is creeping upon us, and in the spirit of this holiday, we’re unveiling 13 email marketing tricks (or should we say treats?) for Zoho Campaigns. These spooktacular tips will ensure your campaigns are frighteningly effective. 1. Test & Preview: Before sending out that eerie Halloween email, be sure to send yourself a test email. […]
Tayden Impact Partners – Case Study
Executive Summary Tayden Impact Partners is an organizational development and DEI (Diversity, Equity, and Inclusion) consulting firm based in Nashville, TN. With a remote team of five employees across the U.S., the company focuses on helping organizations develop strategies to foster inclusive workplaces and improve overall organizational effectiveness. Led by CEO and Founder Dynasti Hunt, […]
Zoho Campaigns Full Product Tutorial – 2024
Zoho Campaigns is an email marketing solution that enables businesses to create, design, and manage their email campaigns. These campaigns are often a crucial point of contact with leads or clients. A well-designed campaign, combined with detailed analytics, helps businesses make informed decisions for future emails, fostering growth. Campaigns can also nurture leads or clients […]
Zoho CRM Best Practices for Lead Management
Let’s talk about leads for a second. If you’re in sales, you already know that managing your leads can make or break your results. Zoho CRM has great tools to help you capture, organize, nurture, and eventually convert those leads. But that only happens if you know how to use them. Here are some best […]
Choosing The Right Online Appointment Scheduling Software
Regardless of your industry, time management is crucial. And how you reflect that time management is also critical to your brand image and reputation. It comes as no surprise that there are a plethora of scheduling software solutions out there. In this article, we will narrow our focus down to a few key players in […]
Zoho Integrations – Everything you need to know!
Apps, apps, and more apps. This is true for anyone using Zoho One, but for many, it’s not just Zoho. We rely on a plethora of other applications to run our businesses. Integrations are crucial for unifying the various apps and systems we use every day. With different departments often relying on different tools, integrations […]