Zoho CRM Formatting Your Module Fields Tutorial – 2021
Learn about formatting your Module Fields The way modules are set up by default can be confusing to both you and your team. This quick tutorial walks you through some best practices to organize your fields inside your module so the data is organized in a way that makes sense.
Zoho CRM How To Change Default Field Names Tutorial – 2021
How to Change Default Field Names in the Zoho CRM Ever wonder how to change the names of default fields that come with your Zoho CRM. Well under translations you can do just that. We walk you through the full process in this tutorial.
Intro to Advanced Analytics for Zoho Books
Last week we had the pleasure of working with the Zoho CPA and finance divisions on putting together this webinar. If you are a CPA, accountant, or bookkeeper, be sure to check out the zoho.com/cpa division for partner opportunities. Regardless of whether you are a CPA, this session is extremely valuable for getting the most […]
Zoho PageSense Engagement Tutorial – 2021
In this Zoho PageSense Tutorial we cover: The Engagement Section of Zoho PageSense Learn about Polls Learn about Push Notifications Learn about Pop-ups
Zoho WorkDrive Full Product Tutorial 2021
We’ve been putting this tutorial on the back burner for quite some time now. Well, it is finally here, and this is a product we use every day and is heavily integrated into our daily operations. Many of the key features of Zoho WorkDrive are pretty basic, and we briefly cover those and dive deeper […]
Zoho PageSense Session Recordings Tutorial – 2021
In this Zoho PageSense tutorial we cover: How to set up Session Recordings How to view Session Recordings Use cases for Session Recordings
3 Tips For Zoho Payment Gateways
When it comes to payment gateways your options sometimes may feel limited, and other times overwhelming. With Zoho you have plenty of options including some of the main key players in the industry, but which is the best? Does the best vary on your business? The truth is there isn’t per se a best solution […]
DataYard – Case Study
DataYard – Zoho One Reporting & Automation Case Study Industry: Managed IT Services (MSP) | Location: Dayton, Ohio, USA | Team Size: 12+ Apps: Zoho CRM, Analytics, WorkDrive, Writer, Flow, Desk, Projects Unified Business Reporting Automated Deal-to-Delivery Flow Real-Time Dashboards Executive Summary DataYard is a managed IT services provider headquartered in Dayton, Ohio. With a […]
Zoho PageSense A/B Testing Tutorial – 2021
In this Zoho PageSense Tutorial We Cover: How to create an A/B Test Webpage builder/editor Goals Audience Configuration Settings
Eight Marketing Tips to Bolster Your Holiday Campaign
Creating an effective marketing campaign can be challenging at any time of the year. It’s important that the marketing materials you create and the techniques you use are able to properly target your core audience. This becomes even more important when you’re developing a marketing campaign for the holiday season. First of all, holidays like […]