Zoho FSM Full Product Overview
After years in beta testing, Zoho’s Field Service Management (FSM) solution has finally made its debut—and we couldn’t wait to dive in! Our verdict? It’s fantastic! While the product will require some customization to perfectly align with your specific needs, don’t worry; we’ve got you covered with this comprehensive tutorial. Whether you’re a visual learner […]
Select Communications – Case Study
Select Communications – Zoho Optimization & AI Lead Enrichment Case Study Industry: Technology Brokerage & Telecom | Location: United States (Remote) | Team Size: ~30 Apps: Zoho CRM, Analytics, Desk, Campaigns, Projects, SalesIQ, Sign Centralized Commission Intelligence AI-Enhanced Lead Insights Cleaner Data & Faster Decisions Executive Summary Select Communications operates as a telecom and technology […]
Telephony Solutions For Zoho
Choosing a telephony solution for Zoho can be challenging. It’s not just about picking one but also setting it up and using it right. In this article, we provide a full breakdown of our “Telephony Solutions For Zoho” webinar, sharing our thoughts on the existing products out there and how to use the PhoneBridge via […]
Integrating Google Workspace (formerly G-Suite) with Zoho CRM
Just because you’ve embraced Zoho doesn’t mean you have to relinquish your Google Workspace. While Zoho offers similar applications that are undoubtedly proficient, Zoho understands the significance of Google Workspace to many enterprises. As a result, they’ve developed integrations that function seamlessly within Zoho CRM. In this guide, we will delve into the process of […]
Getting Started with SMS Marketing For Zoho
SMS marketing can help businesses connect with customers effectively. In this blog, we’ll explore how to use Zoho’s applications like CRM and Campaigns to make your SMS marketing strategy more powerful. We’ll also look into shortcodes, choosing the right SMS gateway, and more. Let’s get started. Picking the Right SMS Gateway for Your Zoho SMS […]
Maximizing Zoho Campaigns with “Email Action” Workflows
Capturing all the data you need from your email campaigns can sometimes be challenging. But did you know that Zoho Campaigns offers a built-in feature that can solve some of these limitations? This feature, known as “Email Action,” can make a huge difference in managing workflows and what kind of data you can extract. Why […]
Adding Zoho Sheet View Components to Your Zoho CRM Homepage
Are you looking to add a Zoho Sheet View to your CRM homepage for a more consolidated and efficient work process? Step 1: Customize Your Homepage To start, navigate to your Zoho CRM homepage and look for the customization option. The aim here is to add a new component, specifically a widget, to your homepage. […]
8 Tips on How To Thrive in a Virtual Work Environment
During lockdown, the mass exodus from office life to remote work changed how many businesses operate even today. With that, blogs like these were a dime a dozen. Well, four years later, here are seven tips we found extremely useful and apply today. 1. Recreating Office Structure Virtually: Working from home offers significant flexibility, but […]
Boost Your Productivity with Zoho Bookings, Zoho Calendar, & Zoho Meeting
Efficient scheduling, meeting, and booking management are vital. This is where Zoho’s productivity applications come into play. Zoho Meeting, Zoho Calendar, and Zoho Bookings together create a powerhouse of functionality. Let’s dive in. Zoho Calendar Streamlined Scheduling With Zoho Calendar, scheduling is streamlined. It allows you to spin up meetings directly from the homepage. It […]
Getting Started With Zoho Flow
Unlock the full potential of automation with Zoho Flow. This guide provides a quick overview to help you get started with Zoho Flow’s intuitive dashboard, task credits, and more. A Tour of Zoho Flow Dashboard What You’ll Find The dashboard serves as your home page, showcasing important elements like your total flows, currently running flows, […]