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
Aviem International – Salesforce to Zoho Migration & Portal Enablement Case Study Industry: Crisis Response & Human Services | Location: Atlanta, GA (Global Operations) | Team Size: 7 (plus 20–40 temporary agents as needed) Lower Licensing Costs Portal-Based Scaling Simplified Time + Expense Tracking Executive Summary Aviem International is a crisis response organization that focuses […]
Canvas For Zoho CRM The Ultimate UX Tool
When it comes to Zoho, they are continuously improving their products with one main thought in mind, customer experience. This mindset isn’t just around you the Zoho user but how you will be able to deliver the CX as well. And if you don’t believe us, we talk all about it on the enterprise level […]