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Zoho CRM May Community Digest

Zoho CRM May Community Digest

Here is a roundup of announcements, discussions, blogs, and app highlights for Zoho CRM last May 2021. See the full digest here.

Bigin Birthday Updates

Zoho Bigin June 2021 Updates

Bigin Recently turned one and with that came some very nice updates in this most recent batch. These updates include: Renaming modules Improved search Re-arrange fields in modules Enhanced pipeline view Merge fields are now supported in email template subject Books/Invoice integration Detail view for signals See the full details here. Also see the press […]

5 Utilization Tips To Help You With Zoho Projects

5 Utilization Tips To Help You With Zoho Projects

Zoho Projects allows you to create new milestones, evaluate a detailed calendar, examine Gantt charts, review a timesheet and customize the user interface. Additionally, you can design detailed blueprints that could allow the employees to evaluate important goals. The blueprints may indicate the status of each task, improve your workflow and increase automation. Let us […]

Vendtech – Case Study

Vendtech Case Study

Executive Summary Vend Tech is a team of 50 vending machine experts delivering solutions nationwide based out of Idaho. They help others start franchise businesses for healthy vending machines. They also include the service, coaching, and locating for the business. The Challenge When Vend Tech reached out to Zenatta they already had Zoho CRM set […]

Understanding Reports for Zoho Campaigns

Understanding Reports for Zoho Campaigns

This is an in-depth guide by Zoho covering terms, reporting, and campaign essentials for Zoho Campaigns. Zoho Campaigns provides a handful of reports to help you measure the effectiveness of your email campaigns. In this guide, we’ll go over how to view, track, and compare real-time reports, and how to improve your marketing strategies based […]

Zoho WorkDrive Beginner’s Guide – Basic Settings

Zoho Subscriptions Managing Subscriptions 2021

In this third Zoho WorkDrive tutorial Tyler will teach you how to have a core understanding of the following settings: Profile Branding Content Roles & Permissions Sharing Custom Domain WorkDrive Apps Data Retention

Zoho Meeting May Updates

Zoho Meeting May Updates

-What’s New- Webinar now supports 1,000 attendees. Stereo audio now supported and enhanced audio quality Revamped scheduling Customizable email invites Mobile updates, bug fixes, and more See the full detailed notes here.

5 Zoho Sign Security Tips & Tricks

Digital signature technology is a must-have feature in today’s remote workplace, and there are many solutions on the market to meet the need. However, one product stands out from the rest. Zoho Sign is a flexible digital signature tool that allows you to send, sign, and manage documents from anywhere with a few clicks. Besides […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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