Zoho Desk Full Product Overview – 2022
Video Timestamps 0:33 Agenda 1:17 What Is Zoho Desk, And Why Do You Need It? 2:46 Product Overview 6:54 Departments 11:47 Ticket Management 26:01 Knowledge Base 33:01 Workflows 41:37 Integrations 43:45 Zoho Marketplace 46:30 Q&A What Is Zoho Desk, And Why Do You Need It? Zoho Desk is Zoho’s customer service tool. Let’s say you […]
Intrinsic Therapeutics – Case Study
Executive Summary Intrinsic Therapeutics is a medical device company that manufactures and sells the only FDA-approved Annular Closure Device. This device greatly helps patients reduce the risk of reherniation after discectomy surgery (disc herniation). They operate mainly in the United States and have about 60 employees throughout the country. The Challenge Prior to reaching out […]
Building Quality Culture In Your Organization
As Zoho’s fastest-growing partner we have grown from a team of seven at the start of 2020 to over 20 people today. But growing an organization this quickly can be dangerous. One of the pillars in our organization that is essential to our growth is culture. We were fortunate that our original leadership team, some […]
5 Quick Tips To Improve Productivity
Today, it is easy to get distracted or find yourself in a rut of unproductiveness. From social media to the endless games and applications we might have on our personal devices, it is easy to lose focus. Whether you work remotely or go into an office smartphones among other things makes it easy to lose […]
Top 5 Job Boards That Integrate With Zoho Recruit
Original Post-April 9, 2921 – Updated February 25, 2022 Zoho Recruit aims to function as an all-in-one recruitment package and Applicant Tracking System. The software comes with a broad range of tools to help recruiters, staffing agencies, and world-class HR departments to identify and recruit the best talent for any given position while streamlining many […]
How to Set Up a Mail Merge Document Inside Zoho CRM
Here are the various action items we cover in this tutorial: Use Cases Getting Started Setting Up The Mail Merge Creating A New Template Zoho Writer Adding Merge Tags Sending A Document Via Mail Merge
Elementor vs Gutenberg – Choosing the Right Page Builder
Before we get into the differences between the two, we want to say that we love both options. However, there are definitely situations where one might be a better fit for you than the other. Let’s dive into our opinion on Elementor vs Gutenberg and hopefully help you decide which one is right for you. […]
Setting Up An Approval Process Inside Zoho CRM
In this video tutorial, we walk you through how to set up an approval process for various stages in the Deal. Here is a breakdown of the timestamps: 0:28 Use Case 2:25 Layout Rules 4:55 Approval Process 5:55 Criteria 6:12 Who Should Approve 7:50 Action(s) upon Approval/Rejection 9:54 Final Walk-through of the Process Created
Communication Partners Inc. – Case Study
Executive Summary Communication Partners Inc. is a custom communications firm, focusing solely on benefits and HR communications. They produce benefit guides and other print materials and videos, microsites, mobile apps, and digital media. CPI has 15 employees and is headquartered in San Diego. The Challenge We transitioned from Asana to Zoho in early 2021 because […]
Our Top 10 Zoho Implementations of 2021
With over 300 clients in an endless variety of industries, sometimes solutions require out-of-the-box thinking. If you watch the CRM Zen Show, then you know every week Tyler shares a new implementation that our team put together for a client. Well, out of the 52 implementations from last year, here are the top ten. 1 […]
