Time Tracking in Zoho Projects
Knowing the time it takes for your project to push to the next phase is very important for your business’s efficiency. This video is taken from our April 2022 webinar showing you how to set up time tracking in Zoho Projects. See the full Zoho Projects 2022 Webinar here: https://zenatta.com/zoho-projects-full-product-2022/
How To Set Up Scoring Rules Inside Zoho CRM
Scoring rules can be a great way to filter which leads your sales team should be focusing on first. In this quick tutorial, we show you how to get started with scoring rules inside Zoho CRM. ? TIME STAMPS ? 0:00 Intro 0:53 Getting Started 2:19 Creating a Scoring Rule 5:50 Adding Criteria 9:10 Testing […]
Getting Started with Zoho Bigin
While CRM is Zoho’s flagship product, you might be interested in something less complex when starting out. This is where Zoho Bigin comes into play. A lightweight CRM that allows you to track your deal flow, store your contacts, run basic workflow automation, and more. Key Takeaways General Overview of Bigin Inside Bigin, Company is […]
Getting Started on WordPress with Zoho PageSense
Needing to integrate Zoho PageSense onto your WordPress website? This tutorial will guide you through the set-up and integration, a full product overview, and a live example of how we used the heatmap feature. Getting started on WordPress with Zoho Pagesense can be a breeze. ? TIME STAMPS ? 0:00 Intro 0:40 What Is Zoho […]
7 Reasons You Should Switch To Zoho Books
Most people know about Quickbooks, Xero, or Sage but did you know Zoho offers accounting software as well? In the article below we will walk you through the 7 reasons you should be using Zoho Books. 1 – Integrations Using Zoho Book’s native integrations allows you to Sync with many of the Zoho Applications. Whether […]
Getting Started on WordPress with Zoho SalesIQ
Needing to integrate Zoho SalesIQ onto your WordPress website? This tutorial will guide you through the set-up and integration, customizing your chat widget, and tracking your live visitor activity. ? TIME STAMPS ? 0:00 Intro 0:21 What Is Zoho SalesIQ 1:30 Initial WordPress with SalesIQ Setup 3:54 Customize Chat Widget To Fit Your Branding 6:47 […]
Outset Architecture – Case Study
Executive Summary Outset Architecture is a full-service architecture firm providing design, permitting, and construction administration services, with a focus on residential, accessory dwelling units, and small commercial projects. They are a team of 2 full-time employees located in Santa Barbara, CA. The Challenge We started this company using Zoho One as it looked to be […]
3 Pro Tips for Lead Conversion Mapping in Zoho CRM
There is often some misunderstanding of the main modules inside the CRM and their overall relationship with one another. This tutorial focuses on where it all starts, the Leads Module, and how it relates to the other modules. ? TIME STAMPS ? 0:00 Intro 0:23 #1 – Defining a Lead 1:17 #2 – Lead Conversion […]
Celebrating 200 Episodes of CRM Zen
Can we just start by saying, thank you. We wouldn’t be the show we are today without the awesome community of supporters of the show. And wow, what a journey it has been. As we hit our 200th episode we thought we would share the evolution and some highlights of the show over the last […]
Automating Zoho Campaigns Topic Assignment based on CRM Tags
Following up on our tutorial covering the new Sync inside Zoho Campaigns, Greg put together simple but great automation to assign Leads or Contacts a topic based on Tags inside the CRM. ? TIME STAMPS ? 0:00 Intro 0:52 Setting Up the Sync 2:05 How the Tags Appear in Campaigns – 2:40 Creating the Workflow
