Innovate Coach Consult – Case Study
Executive Summary Innovate Coach Consult (ICC) provides scalable technology solutions for remote workforces, delivering measurable ROI in leadership development and executive coaching. Headquartered in Denver, Colorado, ICC serves clients nationwide. The Challenge ICC purchased Zoho One with the intention of relying on Zoho’s support team. However, response times were slow, and limited support prevented ICC […]
Zoho CRM Setting Up Mail Merge If Statements Tutorial – 2021
In this 7 minute tutorial, Brett walks you through using “If” statements inside Mail Merge. We use our own templates and if statements as real examples in this tutorial.
Zoho PageSense Setting Up Forms 2021 Tutorial
In this Zoho PageSense Tutorial Brett & Tyler Cover: -Fetching a Zoho Form into PageSense -Form Configuration -Analytics and Reports
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 […]