What Is CRM?
CRM is… CRM stands for Customer Relationship Management, most commonly used to refer to software that helps and enables sales operations. Keeping business practices and pipelines running smoothly. CRMs have a high return on investment and are a fast-growing feature that almost all businesses have in place. There is a lot of friction in sales […]
How to Integrate Zoho CRM with Zoho Survey
This tutorial on how to integrate Zoho CRM with Zoho Survey was taken from our October 2022 product tutorial series. See the full Zoho Survey Full Product Tutorial 2022 here: https://zenatta.com/zoho-survey-full-product-tutorial/
Communication Styles Impact on Remote Meetings
You can’t have a meaningful meeting without first knowing how your team communicates. While so many of us are remote workers, communicating becomes a bit more difficult. We schedule video meetings, make conference calls, and send emails to stay in touch. However, without knowing how our team members communicate best, we won’t be able to […]
Dynamically Changing Zoho CRM Email Template Images with WordPress
In this tutorial, this is a niche case scenario for most businesses, however, there could be many use cases for it. We quickly show how to change images across all email templates in the CRM using a WordPress link. One thing to note is that in the video, only one template was created, but you […]
How to Customize a Zoho Survey
This tutorial on how to customize a Zoho Survey was taken from our October 2022 product tutorial series. See the full Zoho Survey Full Product Tutorial 2022 here: https://zenatta.com/zoho-survey-full-product-tutorial/
Online Surveying – Everything You Need To Know
Why Survey? Getting to know your clientele is one of the most important parts of running a business. Staying relevant, making changes, and giving people what they want is practically impossible without knowing how you are doing. This is where online surveys and other methods of gathering client information come in handy. There are various […]
CC3 Solutions – Case Study
Executive Summary CC3 Solutions is an IT & Telecom Solutions Provider headquartered in St. Louis, Mo. They help design, procure, implement, and support small to global-sized businesses with their technology needs. They currently have over 60 employees nationwide, with two offices in WI and MO. Additionally, they have an ISO-certified warehouse to support customers’ needs, […]
How to Create a Zoho Survey
This tutorial on how to create a survey in Zoho Survey was taken from our October 2022 product tutorial series. See the full Zoho Survey Full Product Tutorial 2022 here: https://zenatta.com/zoho-survey-full-product-tutorial/
Zoho Survey Full Product Tutorial
What is Zoho Survey? Dare we say the simpler way to send a Survey? Zoho Survey provides a seamless way to send your current contacts a custom survey directly out of CRM. By creating a survey specific to your needs, you can match fields and contacts to the CRM while gathering all different kinds of […]
Zoho CRM Reports Overview
In this video tutorial, Tyler does a complete overview of the Reports module inside the CRM and some best practices for building reports. ? TIME STAMPS ?0:00 Intro1:20 Creating a Report5:10 Columns Review10:10 Creating a Custom Filter11:03 Creating a Chart13:10 Scheduling Reports
