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 […]
How To Create a Dashboard Inside Zoho Analytics – 2021 Tutorial
This tutorial walks you through creating a dashboard inside Zoho Analytics. Dashboards are a great way to display all your reports in one place. This is the last video in this tutorial series, in case you missed the previous video, check out How To Create Reports. Key Takeaways Creating a Zoho Analytics dashboard will provide […]
Abel Fire Equipment – Case Study
Abel Fire Equipment – Zoho Creator Operations Platform Case Study Industry: Emergency Response Support & Logistics | Location: Near Folsom, CA (Nationwide Services) | Team Size: 10–15 (plus 20+ temporary agents as needed) Apps: Zoho Creator, Zoho CRM 80% Less Paper Processing Portal-Ready Scaling Mobile-First Operations Executive Summary Abel Fire Equipment provides emergency support services […]
Explaining Your Data Inside Zoho Analytics Tutorial – 2021
In this short tutorial, we cover how to analyze raw data and data model diagrams. Explaining Zoho Analytics data will help you understand your data set better and allow you to provide detailed explanations to anyone you share the reports with. If you missed the first video in this tutorial series, check out How To […]
Managing Subscriptions In Zoho Subscriptions Tutorial – 2020
In this Zoho Subscriptions tutorial we cover: Managing Subscriptions Overviews -Invoice History Pausing Subscriptions
Zoho CRM Plus Full Product Overview – 2021
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
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 […]