Effortless Cleanup Using Admin Tools In Zoho CRM
In the world of CRM management, maintaining a clean and organized system is crucial for efficiency and productivity. Zoho CRM’s Admin Tools feature offers a powerful solution for tidying up old customizations, reports, and automations, ensuring your CRM environment remains streamlined and functional. Why Clean Your CRM? Over time, CRMs tend to accumulate unused or […]
Building Customized Business Solutions with Zoho Creator
Businesses constantly seek innovative ways to streamline operations, optimize processes, and gain a competitive edge. However, many off-the-shelf solutions lack the flexibility and customization needed to cater to the unique needs of individual businesses. This is where Zoho Creator, a low-code application development platform, stands out as a powerful tool for creating customized business solutions […]
Marketing Automation 2.0 Full Product Overview
Welcome to our deep dive into Zoho Marketing Automation 2.0! In this webinar, we do a complete deep dive into all the features included in this multifaceted tool. Product Overview In the video, we took a comprehensive look at the features and settings of Zoho Marketing Automation 2.0. Here’s a breakdown of what we covered: […]
Crack the Code: Mastering Zoho Creator Standalone Functions
This advanced guide is designed to not only boost your coding prowess within Zoho Creator but also to enhance the flexibility and efficiency of your applications. Let’s help you master standalone functions in Zoho Creator. What are Standalone Functions? Standalone functions in Zoho Creator are independent blocks of code that you can invoke from multiple […]
How Much Can You Save By Switching To Zoho One?
As the new year begins, many businesses are seeking to consolidate their software applications and streamline their operations. While many often focus on the CRM when switching from one platform to another, Zoho One offers a comprehensive solution that goes beyond CRM. With Zoho One, you can replace a multitude of disparate tools with a […]
Zenatta 2023 Year-In-Review
Zooming ahead, 2023 was a landmark year for us at Zenatta. With over 150 new clients joining our family, our community grew stronger and more diverse. Earning the title of #1 Partner in the Americas wasn’t just an achievement; it was a testament to our team’s dedication and the trust our clients place in us. […]
EV+ – Case Study
Executive Summary EV+ is an EV charging company that provides a completely outsourced model to commercial real estate properties, making it the simplest and most cost-effective way to EV-enable your entire CRE portfolio. EV+ designs, installs, owns, and operates EV charging systems on properties, assuming almost all liability, costs, and operational responsibility. For the right […]
Our Top 10 Zoho Implementations For 2023
If you watch the CRM Zen Show, you know that we share a new custom Zoho implementation we did for a client every week. Of the 52 implementations this year, here are what we thought were the top 10 for 2023. XML Related List in CRM to Show Purchase Orders Related to a Deal Automatic […]
Our Team’s Favorite Zoho Updates For 2023
Ever feel like Zoho’s update train is moving so fast you can barely keep up? Every year is like a bullet train of updates, with many passing by so fast we don’t even catch them. But which updates are the real MVPs? We figured with the broad spectrum of expertise on our team, we’d ask […]
End-of-Year System Review for Zoho CRM
As the year draws to a close, ensuring your Zoho CRM is optimized for peak performance is crucial. A systematic review can enhance efficiency, data integrity, and user experience. Let’s dive into the key areas our team put together to focus on. De-duplicate Contacts and Accounts Duplicates in your CRM can lead to confusion and […]
