Dwell Inc – Case Study
Dwell Inc – Zoho Automation & CRM Optimization Case Study Industry: Residential Real Estate Services | Location: Dallas–Fort Worth, Texas, USA | Team Size: 29 Apps: Zoho CRM, Forms, Flow, Analytics, Books 3× Increase in Qualified Opportunities Hundreds of Admin Hours Saved Automated Lead & SMS Workflows Executive Summary Dwell Inc provides apartment locating and […]
Integrating Zoho Cliq with Zoho CRM
The video is part of a Cliq full product tutorial focusing how to integrate Zoho Cliq with Zoho CRM. Here is a quick breakdown of the various talking points: For more resources on Zoho Cliq, click here to return to our Zoho Cliq resources.
Top-Notch Training For New Employees
One of the hardest parts of the onboarding process is training new employees on the specifics of the business. This takes a lot of time and effort from managers, HR, and co-workers. Building out a top-notch training program will axe the hassle and create an inviting environment for the new employee. Training Tips There are […]
Zoho Cliq Channels vs Conversations
The video is part of a Cliq full product tutorial focusing on Zoho Cliq Channels vs Conversations. Here is a quick breakdown of the various talking points: For more resources on Zoho Cliq, click here to return to our Zoho Cliq resources.
4 Killer Customer Service Applications
We’ve all been there, trying to call a company’s 1-800 number and getting stuck on hold for an hour. Or worse, have to voice your needs to a robot in hopes that it understands what you mean. Don’t be that company, use top-of-the-line customer service applications from the Zoho suite! Zoho Assist, Desk, Lens, and […]
The First 3 Things To Do In Any New Zoho CRM
In this tip, Tyler walks us through the first things Zennatta consultants do when jumping into a brand-new CRM. The 3 key takeaways are pretty basic, but make a big difference in the usability for CRM users. These first three steps are removing unnecessary modules, cleaning up the layouts of records, and creating a basic […]
Password Management, A Must-Have Application
Gone are the days of writing your passwords on your phone notes or hitting that reset password button for the hundredth time. Wouldn’t it be great to have an application that safeguards your important logins? IT and online security professionals highly recommend a password management system for individuals and businesses. With billions, yes billions, of […]
Important Settings For Topics In Zoho Campaigns
You’re not going to want to miss this great tip! Within the Zoho Campaigns topics, there are some important settings to configure before sending out a campaign. Wayne walks us through how to edit the footer so that it better fits your business. As well as, customizing the topic settings so that your branding is […]
How to Launch and Distribute a Zoho Survey
This tutorial on how to launch and distribute a Zoho Survey was taken from our October 2022 product tutorial series. See the full Zoho Survey Full Product Tutorial 2022 here: https://zenatta.com/zoho-survey-full-product-tutorial/
Organize YOUR Data in Zoho CRM with Custom Views & Filters
Getting the basics of CRM organized is super important to have the most efficient workflow. In this tip, Tyler walks us through how to organize data in Zoho CRM using custom views and filters. Having a clean custom view of your CRM data will make a huge impact on your workflow. Key Takeaways Custom Views […]