Intrinsic Therapeutics – Case Study
Intrinsic Therapeutics – Zoho CRM + Creator Platform Build Case Study Industry: Medical Devices | Location: United States | Team Size: ~60 Apps: Zoho CRM, Zoho Creator, Zoho Analytics Connected Surgeon–Facility–Office Data Mobile Visibility for Sales Teams HIPAA-First Custom Apps Executive Summary Intrinsic Therapeutics is a medical device company that manufactures and sells the only […]
Building Quality Culture In Your Organization
As Zoho’s fastest-growing partner we have grown from a team of seven at the start of 2020 to over 20 people today. But growing an organization this quickly can be dangerous. One of the pillars in our organization that is essential to our growth is culture. We were fortunate that our original leadership team, some […]
5 Quick Tips To Improve Productivity
Today, it is easy to get distracted or find yourself in a rut of unproductiveness. From social media to the endless games and applications we might have on our personal devices, it is easy to lose focus. Whether you work remotely or go into an office smartphones among other things makes it easy to lose […]
Top 5 Job Boards That Integrate With Zoho Recruit
Original Post-April 9, 2921 – Updated February 25, 2022 Zoho Recruit aims to function as an all-in-one recruitment package and Applicant Tracking System. The software comes with a broad range of tools to help recruiters, staffing agencies, and world-class HR departments to identify and recruit the best talent for any given position while streamlining many […]
How to Set Up a Mail Merge Document Inside Zoho CRM
Here are the various action items we cover in this tutorial: Use Cases Getting Started Setting Up The Mail Merge Creating A New Template Zoho Writer Adding Merge Tags Sending A Document Via Mail Merge
Elementor vs Gutenberg – Choosing the Right Page Builder
Before we get into the differences between the two, we want to say that we love both options. However, there are definitely situations where one might be a better fit for you than the other. Let’s dive into our opinion on Elementor vs Gutenberg and hopefully help you decide which one is right for you. […]
Setting Up An Approval Process Inside Zoho CRM
In this video tutorial, we walk you through how to set up an approval process for various stages in the Deal. Here is a breakdown of the timestamps: 0:28 Use Case 2:25 Layout Rules 4:55 Approval Process 5:55 Criteria 6:12 Who Should Approve 7:50 Action(s) upon Approval/Rejection 9:54 Final Walk-through of the Process Created
Communication Partners Inc. – Case Study
Communication Partners Inc. – Zoho Projects + Cliq + Analytics Case Study Industry: Benefits & HR Communications | Location: San Diego, CA | Team Size: 15 Apps: Zoho Projects, Zoho Cliq, Zoho Flow, Zoho Analytics, Zoho CRM, Zoho Survey Asana → Zoho Projects Migration Cliq Notifications via Zoho Flow Dashboards for Hours + Project Reporting […]
Our Top 10 Zoho Implementations of 2021
With over 300 clients in an endless variety of industries, sometimes solutions require out-of-the-box thinking. If you watch the CRM Zen Show, then you know every week Tyler shares a new implementation that our team put together for a client. Well, out of the 52 implementations from last year, here are the top ten. 1 […]
Should you be using the Leads Module in Zoho CRM?
In this video tutorial, Drew discusses all things Leads Module and if you should be using it in your business. ? TIME STAMPS ?0:00 Intro0:12 Using Leads Overview0:35 Recommended Lead Statuses2:10 How Leads Work2:40 Benefits of Zoho Forms For Lead Generation3:40 What is Lead Conversion Mapping4:25 Converting a Lead5:05 Scenarios for using the Leads Module