Zoho CRM Plus Full Product Overview – 2021

Zoho CRM Plus Full Product Overview - 2021 - Blog -  - Zoho CRM Plus 2021 Full Product Overview - Zoho CRM Plus

This week we launched our monthly full product overview on the Zoho CRM Plus product suite. During this review, we break down each category that the different products fall into, their uses, and a quick tutorial on the interface and settings for Zoho CRM inside CRM Plus. If you don’t have 48 minutes to watch […]

How To Setup Your Workspace in Zoho Analytics – 2021 Tutorial

How to setup a workspace in zoho analytics 2021

In this tip, we cover how to setup your first Workspace in Zoho Analytics. We also review how to add data sources to the Workspace after it is setup. For a complete overview of Zoho Analytics, take a look at our full product tutorial. Key Takeaways A Workspace is a section inside Zoho Analytics where […]

The Otis Sampson Company – Case Study

The Otis Sampson Company Case Study

The Otis Sampson Company – Zoho CRM & Recruit Implementation Case Study Industry: Executive Recruitment | Location: Indianapolis, IN | Team Size: Small Business Apps: Zoho CRM, Zoho Recruit, Zoho Forms Improved Recruiting Visibility Modern ATS Foundation Scalable CRM Setup Executive Summary The Otis Sampson Company is a woman-owned executive recruitment firm serving the chemicals, […]

Our Favorite 3rd Party Appointment Systems for Zoho

Our Favorite 3rd Party Appointment Systems for Zoho - Blog -  - Our Favorite 3rd Party Appointment Systems for Zoho - appointment systems for Zoho

Zoho is becoming increasingly popular among small businesses because of the exceptional value it delivers. For only a few dollars a month, Zoho CRM does more than most CRMs are capable of. Likewise, Zoho Desk can streamline your entire customer support pipeline, and Zoho Campaigns provides the tools necessary for world-class marketing automation. Additionally, all […]

How To Create Reports Inside Zoho Analytics – 2021 Tutorial

how to create reports in zoho analytics 2021

In this tutorial, we walk through creating Zoho Analytics reports including pivot tables and charts. In case you missed the last video in this tutorial series, check out Explaining Your Data. Key Takeaways After adding raw data to Zoho Analytics, if the box is checked to yes, some reports will automatically be created from that […]

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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