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 […]
3 Pro Tips for Lead Conversion Mapping in Zoho CRM
There is often some misunderstanding of the main modules inside the CRM and their overall relationship with one another. This tutorial focuses on where it all starts, the Leads Module, and how it relates to the other modules. ? TIME STAMPS ? 0:00 Intro 0:23 #1 – Defining a Lead 1:17 #2 – Lead Conversion […]
Celebrating 200 Episodes of CRM Zen
Can we just start by saying, thank you. We wouldn’t be the show we are today without the awesome community of supporters of the show. And wow, what a journey it has been. As we hit our 200th episode we thought we would share the evolution and some highlights of the show over the last […]
Automating Zoho Campaigns Topic Assignment based on CRM Tags
Following up on our tutorial covering the new Sync inside Zoho Campaigns, Greg put together simple but great automation to assign Leads or Contacts a topic based on Tags inside the CRM. ? TIME STAMPS ? 0:00 Intro 0:52 Setting Up the Sync 2:05 How the Tags Appear in Campaigns – 2:40 Creating the Workflow
How to Set Up the NEW Zoho Campaigns Sync
Zoho recently released an update to Zoho Campaigns with a NEW and improved sync. In this tutorial, we cover everything you need to know to activate and set up the sync. ? TIME STAMPS ? 0:00 Intro 0:26 Getting Started 2:15 Setting Up Topics – 4:10 Activating the New Sync 4:20 Creating a Sync 8:45 […]
Zoho Books Full Product Tutorial – 2022
CLICK HERE for our latest Zoho Books Full Product Tutorial. ? TIME STAMPS ?0:00 Intro0:33 Agenda0:57 What Is Zoho Books?1:49 Product Overview13:50 Settings32:28 Chart Of Accounts36:21 Sales Process47:55 Purchase Process52:00 Questions & Answers
Why Prototype?
“Early in my career as an engineer, I’d learned that all decisions were objective until the first line of code was written. After that, all decisions were emotional.” Ben Horowitz, co-founder of Andreessen Horowitz Mr. Horowitz’s quote parallels the importance of prototyping — changes made in the design phase of a project are much faster […]
Zoho Forms – Full Product Overview
This Zoho Forms tutorial includes everything you need to know from creating a form, integrating with the CRM, advanced settings, tracking, theme customization, and more! UTM Tutorial Link – https://youtu.be/EPXA0veKeHQ ? TIME STAMPS ? 0:00 Intro 1:00 Creating a Form 2:15 Form Fields Overview 4:08 Adding Fields to your Form 5:30 Comparing Fields in the […]