New Website? Use Our Getting Started Checklist
Today, websites are the modern storefront for almost every type of business out there. Even brick and mortar businesses such as retail, restaurants, and hospitality, are almost always hybrid with a website representing their business. Often times unless you have a designated web and marketing team, websites are often missing some core components. These overlooked […]
How to sync Zoho Campaigns with Zoho CRM
When it comes to syncing Zoho Campaigns with Zoho CRM, there are a few extra things you will want to know to prevent future headaches. We cover everything from the sync to a couple of extra tips in this video tutorial. ? TIME STAMPS ? 0:00 Intro 0:25 Getting Started 1:25 Creating a Sync 3:50 […]
Zoho Projects Full Product – 2022
What Is Zoho Projects Similar to Microsoft Projects, Zoho Projects is a Project Management Application that does exactly that, lets you manage your products. Here is a quick snapshot of what Zoho Projects is: Zoho Projects is a full-featured Project Management application It follows a waterfall approach to Project Management Allows you to track your […]
Creating a Webhook with Zoho Flow
In this video, Tyler walks you through how to create a Webhook with Zoho Flow. ? TIME STAMPS ? 0:00 Intro 0:47 What is a webhook and use cases 2:00 Creating a flow 3:55 Using Postman 6:00 Testing Endpoints 7:20 Building the webhook 15:30 Webhook history
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
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 […]