How To Setup Email Signatures Inside Zoho CRM *NEW* 2021
In this quick 3 minute tutorial, Brett walks you through the new way to setup email signatures inside Zoho CRM. Zoho recently changed the location of email signatures this summer.
Zoho PageSense 2021 Full Product Tutorial
This week we had our monthly live Zoho full product tutorial on Zoho PageSense. In this tutorial, we cover all of the key essentials this application has to offer and man does this application offer A LOT. Along with the video tutorial below here is a complete write-up on Zoho PageSense. Enjoy! Why Zoho PageSense? […]
The Success Story Of Zoho & A Different Business Philosophy
In recent years, Zoho has been a major point of discussion among small business owners and SaaS industry experts alike. Many people wonder how a small Indian software development company grew to one of the largest SaaS companies in India. As well as, offering some of the best business software on the global market. After […]
How To Setup A Calendar Booking Inside Zoho CRM Tutorial – 2021
In this quick 4 minute tutorial, Brett will walk you through how to create a bookings link inside Zoho CRM. This is different then Zoho Bookings and integrates directly with your calendar and Zoom.
How Software Improves CLM (Contract Lifecycle Management)
In the modern business world, contracts are a must. These legally binding documents help clarify and secure both party’s involvement with one another. Contracts outline the scope of work and prevent any misunderstanding claims from being filed down the road. Whether it is your personal life or professional career, no one enjoys “he said, she […]
Which Zoho Bundle Is Right For You? 2021 Bundle Review
This video covers all of the different bundles Zoho has to offer & pricing. These include: Zoho One CRM Plus Creator Plus Finance Plus People Plus Remotely Workplace
Aviem International – Case Study
Executive Summary Aviem is a crisis response organization that focuses on human services. They partner with companies to provide practical care and support to those most affected when a tragedy strikes in the course of business operations. They have 7 employees and hire 20-40 or more as needed to support projects throughout the year. The […]
Canvas For Zoho CRM The Ultimate UX Tool
When it comes to Zoho, they are continuously improving their products with one main thought in mind, customer experience. This mindset isn’t just around you the Zoho user but how you will be able to deliver the CX as well. And if you don’t believe us, we talk all about it on the enterprise level […]
How To Create a Dashboard Inside Zoho Analytics – 2021 Tutorial
This tutorial walks you through creating a dashboard inside Zoho Analytics. Dashboards are a great way to display all your reports in one place. This is the last video in this tutorial series, in case you missed the previous video, check out How To Create Reports. Key Takeaways Creating a Zoho Analytics dashboard will provide […]
Abel Fire Equipment – Case Study
Executive Summary For emergency support, Abel Fire supplies rental equipment (tents, facilities), staffing, and vehicles to customers like FEMA and PGE. They have 10-15 employees and hire 20 or more as needed to support projects throughout the year. The company is headquartered near Folsom, CA, has locations in CA and TX, and provides nationwide services. […]
