Televic – Case Study
Televic – CRM, Quoting, Finance & Territory Management Case Study Industry: Communication & Conferencing Systems | Location: Global Headquarters in Europe, Worldwide Offices | Team Size: 400+ Apps: CRM, Books, Analytics, Campaigns Unified Sales & Finance Processes Automated Quote Pricing & Forecasting Accurate Territory Assignment at Scale Executive Summary Televic is a global leader in […]
3 Tips To FireUp! Your Organization’s Culture
We are firm believers that an organization’s culture matters. And not just a little. A LOT. For both the employees and the company, culture has both direct and indirect effects. Culture helps with employee engagement and retention, which can indirectly help boost productivity and innovation. And generally speaking, the employee’s well-being usually directly correlates with […]
Everything You Need to Know About Zoho Desk
Product Overview As many of you already know, Zoho Desk is a cloud-based customer service software. It is a support management solution that allows users to provide support to customers through ticket management and knowledge base resources. Within Desk, there are a bunch of features that are included, such as: Based on the video tutorial, […]
Zoho’s NEW CPQ Functionality For CRM
Zoho CPQ (Configure, Price, Quote) is a powerful set of tools now available in Zoho CRM that helps businesses streamline their quoting process. In this guide, you’ll learn how to set up product configurators and pricing rules to automate quote creation, reduce errors, and enhance sales workflows. What Does CPQ Mean in Zoho CRM? CPQ […]
Project Management Styles
Knowing how to manage and organize a project comes with understanding your personal project management style. While many project managers will start with whatever comes naturally to them, it’s essential to recognize the strengths and weaknesses of the different styles. Each project management style comes with its own set of pros and cons. It’s best […]
Enable ACH Bank Payments In Zoho Books
Are you considering offering your customers the option to pay via ACH bank transfer while also saving on payment processing fees? Tyler is once again guiding you through the steps to make this “set it and forget it” connection. Code Share Mentioned: https://club.zenatta.com/c/code-share/automatic-enablement-of-books-customer-bank-payments Deluge Training: https://youtube.com/playlist?list=PLZQZebmrdF7gBb8b2pdTYfq56foPHdXXB
SMS For Zoho CRM by MessageMedia
When it comes to communication with your clients, SMS is one of the best ways to reach your customers. Based on a recent survey, 75% of customers open an SMS within the first 5 minutes of receiving the message. And of that 75%, 80% will respond almost immediately. While in contrast, emails have about a […]
Keller Williams Heritage – Case Study
Keller Williams Heritage – Apartment Locating CRM, Sign & Analytics Case Study Industry: Real Estate – Apartment Locating | Location: San Antonio, TX | Team Size: 18 (Growing to 30–40) Apps: CRM, Sign, Analytics Custom Apartment Locating CRM Automated Lease Confirmation Workflow Commission Tracking & Reporting Executive Summary Keller Williams Heritage operates the first apartment […]
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. […]