The Only Portal You’ll Ever Need For Zoho, Z Portal
Most businesses in today’s world will find there are A LOT of moving parts to being successful. Having an organized business flow with a business operating system like Zoho is a must. And though these are great for structuring your internal business practices, how can you deliver a similar experience to your customers, clients, vendors, […]
How To Integrate QuickBooks with Zoho CRM Tutorial – 2022
In this video tutorial, we walk you through how to integrate QuickBooks with Zoho CRM. Since this isn’t as simple as finding a connector in the CRM we thought we would share all the steps involved in this process. Enjoy!
How To Import Anything Into Zoho CRM Tutorial – 2022
In this tutorial we cover the following: How to import leads, contacts, or accounts into Zoho CRM Basic pointers on spreadsheet management How to import within the module or settings How to apply additional tags to import files Best practices around importing data
Our 10 Favorite Picks of the Week from 2021
If you watch the CRM Zen Show, you know that every week we pick out a new application, extension, or service for the show. Some of them pertain to Zoho while others make day-to-day routines easier, and some, well some are just sweet! Well, we went through all 52 episodes from last year and picked […]
Zoho CRM Blueprints Tutorial – 2022
Want to know how to set up a blueprint inside Zoho CRM? Or maybe what is a blueprint used for? This quick tutorial from Tyler & Brett covers all the essentials to get you started.
Hirsh Real Estate – Case Study
Hirsh Real Estate – Zoho One + Analytics Case Study Industry: Luxury Residential Real Estate | Location: Atlanta, GA | Team Size: 4 Apps: Zoho CRM, Zoho Analytics, Zoho Flow, Zoho WorkDrive / Google Drive, Zoho Campaigns, Zoho Mail/Calendar, Zoho Creator (scoped) Territories + Roles for New Agent Division Auto Folder Creation for Listings + […]
Zenatta 2021 – Year In Review
Zenatta had a great year in 2021. So here is an update on the last twelve months. We Couldn’t Have Done It Without You Easily, the biggest factor in our success over the past year was our clients and team. And we are truly lucky to have added 105 amazing clients this year. Even though […]
Zoho CRM User Profiles & Permissions Tutorial – 2022
In this tutorial, Tyler walks you through the various settings inside the user security controls inside Zoho CRM that control User Profiles and Permissions. Use the timestamps below to jump to the various parts of the tutorial. 0:50 Profiles 1:54 Roles 2:24 Data Sharing Settings 4:05 Creating A New Role 7:20 Standard Profile Overview
3 Steps to Boost Your Business’s Online Ranking For 2022
Whether you had a plan or not for 2021, it is never too late to boost your site’s online ranking. What better way to start the New Year by organizing your website and content for 2022. Regardless of your business, pretty much any industry can benefit from the following tips we are about to share […]
Zoho SalesIQ Zobot Tutorial – 2021
In this tutorial, we do a complete walkthrough of how to set up and configure the Zobot inside Zoho SalesIQ. Use the following timestamps to navigate the content of the video: 0:00 Intro 0:40 What is a Zobot? 1:25 Adding a Zobot 1:55 Codeless Bot Builder 3:00 Audience Criteria 5:00 Configuration 7:30 Building the Zobot […]