User Management Inside Zoho Projects
This video on user management was taken from our April 2022 webinar on Zoho Projects. See the full Zoho Projects 2022 Webinar here: https://zenatta.com/zoho-projects-full-product-2022/
Zoho Projects Overview
This full overview was taken from our April 2022 webinar on Zoho Projects. See the full Zoho Projects 2022 Webinar here: https://zenatta.com/zoho-projects-full-product-2022/
6 Features to Look For in a Website Hosting Provider
If you run a business and have a website, chances are you’ve dealt with at least one website hosting provider. While every provider offers similar services, the quality and reliability of different hosting companies vary greatly. Not all hosts are created equal. Some have great customer support, some don’t. Some offer free SSL certificates, others […]
Time Tracking in Zoho Projects
Knowing the time it takes for your project to push to the next phase is very important for your business’s efficiency. This video is taken from our April 2022 webinar showing you how to set up time tracking in Zoho Projects. See the full Zoho Projects 2022 Webinar here: https://zenatta.com/zoho-projects-full-product-2022/
How To Set Up Scoring Rules Inside Zoho CRM
Scoring rules can be a great way to filter which leads your sales team should be focusing on first. In this quick tutorial, we show you how to get started with scoring rules inside Zoho CRM. ? TIME STAMPS ? 0:00 Intro 0:53 Getting Started 2:19 Creating a Scoring Rule 5:50 Adding Criteria 9:10 Testing […]
Getting Started with Zoho Bigin
While CRM is Zoho’s flagship product, you might be interested in something less complex when starting out. This is where Zoho Bigin comes into play. A lightweight CRM that allows you to track your deal flow, store your contacts, run basic workflow automation, and more. Key Takeaways General Overview of Bigin Inside Bigin, Company is […]
Getting Started on WordPress with Zoho PageSense
Needing to integrate Zoho PageSense onto your WordPress website? This tutorial will guide you through the set-up and integration, a full product overview, and a live example of how we used the heatmap feature. Getting started on WordPress with Zoho Pagesense can be a breeze. ? TIME STAMPS ? 0:00 Intro 0:40 What Is Zoho […]
7 Reasons You Should Switch To Zoho Books
Most people know about Quickbooks, Xero, or Sage but did you know Zoho offers accounting software as well? In the article below we will walk you through the 7 reasons you should be using Zoho Books. 1 – Integrations Using Zoho Book’s native integrations allows you to Sync with many of the Zoho Applications. Whether […]
Getting Started on WordPress with Zoho SalesIQ
Needing to integrate Zoho SalesIQ onto your WordPress website? This tutorial will guide you through the set-up and integration, customizing your chat widget, and tracking your live visitor activity. ? TIME STAMPS ? 0:00 Intro 0:21 What Is Zoho SalesIQ 1:30 Initial WordPress with SalesIQ Setup 3:54 Customize Chat Widget To Fit Your Branding 6:47 […]
Outset Architecture – Case Study
Outset Architecture – Zoho One Setup & Proposal Automation Case Study Industry: Architecture & Design Services | Location: Santa Barbara, California, USA | Team Size: 2 Apps: Zoho CRM, Books, Projects, Analytics, Writer, WorkDrive, Forms, Survey CRM as a Central Hub Faster Proposal Process Connected Projects & Finance Executive Summary Outset Architecture is a full-service […]