4 Benefits from Automation
When workers think about automation in business, it is often with trepidation, if not outright fear and scorn. That is because the natural conclusion we tend to draw is that robots and automated processes will replace workers, decrease employment, or at least decrease employment among lower-skilled workers. Fortunately, that does not necessarily have to be […]
How To Set Up An Estimate For Digital Signatures For Zoho Books
? TIME STAMPS ? 0:00 Intro 1:18 Turning on the Zoho Sign integration 2:44 Adding the signature line to templates 3:44 Creating and sending an estimate 4:46 Customer viewpoint on estimate & signature
How To Set Up IMAP For Your Personal Email Using Zoho Mail
Getting Started With Zoho Flow
In this video, Drew walks you through the basics of Zoho Flow. ? TIME STAMPS ? 0:00 Intro 0:17 How to access Flow inside Zoho One 0:42 My Flows overview 3:39 Application Flows 4:16 Schedule Flows 4:37 Webhook Flows 5:50 Creating an Application Flow example with Quickbooks 11:13 History and Summary Overviews of Flows 12:40 […]
What Social Marketing Platforms Should You Consider Using
If you manage a business or marketing department, you can’t ignore social media marketing. But there are so many platforms out there that choosing the right one can be confusing. Some platforms are more appropriate for certain business models and campaigns than others. Understanding how to promote strategically on various social media platforms can boost […]
6 SOPs Your Business Should Consider
To survive and grow, every size business should consider a cohesive and comprehensive set of standard operating procedures (SOPs). SOPs are defined processes or steps to accomplish certain goals within categories of operations that are vital to the company’s survival. With the right SOPs and tools to facilitate them, business leaders can delegate effectively, cut […]
7 MUST Have Zoho CRM Automations
All of us have experienced “Man I wish I knew that sooner!” at least a handful of times in life. Well, here are 7 common Zoho automations we hear all too often. ? TIME STAMPS ? 0:15 #1 – Form Integration 7:13 #2 – Lead Assignment Rules 11:57 #3 – Lead Conversion Mapping 15:25 #4 […]
How To Setup UTM Tracking For Zoho Forms
In this video tutorial, we walk you through how to set up UTM tracking inside Zoho Forms for your AdWords campaigns. Enjoy!
What is CRM? Expert Explanation with Industry Examples
In this video, we dive into what Customer Relationship Management (CRM) really is and how it applies to everyday activities and real-world scenarios. ? TIME STAMPS ? 0:09 What is CRM? 0:30 Important Statistics of Using A CRM 1:43 How Do You Reduce The Friction Of Your Sales Process? Marketing Scenario 2:27 Intro To Marketing […]
7 Strategies To Boost Customer Experience
According to customer experience research from Gartner, more than 70% of leaders struggle to design products that boost loyalty and result in ideal outcomes. It is easier to improve the customer experience (CX) with the right solutions and tools. Companies can optimize the overall experience by focusing on ways to improve at each touchpoint. Because […]