Zoho DataPrep Full Product Tutorial
In this article, we explore Zoho DataPrep, a versatile tool for data cleansing and integration. This summary highlights key points and features discussed during the webinar video tutorial. For a comprehensive understanding of all the processes, be sure to watch the video. If you find the tutorial useful, please like and subscribe. If you have […]
CQ Floors – Case Study
Executive Summary CQ Floors, a flooring sales and installation company, is based in San Marcos, CA. Since its inception in 1984, the company has been serving Residential, Multifamily, and Commercial customers, boasting over 40 years of experience in the industry. In 2021, the business was acquired from Dennis Herald by Justin and Nicole Lensen. The […]
Get Started With Zoho CRM’s All-New Kiosk Studio
At the beginning of this year, Zoho launched Kiosk Studio in Zoho CRM. This evolved blueprint is designed to simplify and automate various processes without being tied to a specific record. Unlike blueprints that trigger actions based on particular records, kiosks operate independently, making them highly versatile. This feature is particularly beneficial for tasks that […]
Top 10 Marketplace Plug-ins for Zoho CRM
The Zoho CRM Marketplace is a hub for various tools and integrations designed to enhance your Zoho experience. Whether you need marketing tools, customer service enhancements, or anything in between, the marketplace offers solutions vetted by the community—evident in user reviews and ratings. Always remember to check these before opting for a plugin to ensure […]
Make The Most of Zoholics Austin 2024
For many attendees, this will be their first Zoholics since the last in-person event in 2019, and for others, it might be their first ever. Whether you’re venturing solo or leading a team, Zoholics promises a jam-packed schedule over just a few days. This article is aimed to help you prepare for the upcoming event. […]
Tax Compliance Made Easy with Avalara
Navigating tax compliance is a complex and crucial task for any business, big or small. With the integration of Avalara’s comprehensive tax compliance software into Zoho’s robust suite of financial applications, your business can now handle this intricate challenge with unprecedented ease and accuracy. Why Avalara? Avalara’s cloud-based solutions automate all aspects of tax compliance […]
One Place Agents – Case Study
Executive Summary One Place Agents is an apartment-locating company established in 2007. Their initial setup included just two agents. With ambitions to expand to over 100 agents within three years, they required a robust system to automate processes and scale with their growth. The Challenge The software I’ve used at previous companies were all proprietary […]
Zoho One and Beyond – An Overview of Every Zoho Application
Below is a brief overview of every Zoho Application in alphabetical order based on our ratings at the time of this 2024 webinar. Be sure to check the links for each application to below to find additional resources from our resource library. Zoho Applications We “Definitely” Recommend Here are the various applications that we “definitely” […]
Mastering the Lead Journey with Zoho
When it comes to the lead journey, there are numerous facets to consider—from funnel dynamics and lead classifications such as MQLs, SQLs, and PQLs, to generation tactics and nurturing strategies. In this blog, however, we aim to cover the broader stages of the lead lifecycle and explore how various Zoho products can support each phase. […]
Zoho Projects, Zoho Sprints, and Zoho Tables: Choosing the Right Tool for Your Project Management Needs
Zoho offers a range of project management tools, each designed to meet different needs. Zoho Projects, Zoho Sprints, and Zoho Tables cater to varying project management tasks, with distinct strengths and functionalities. This article will guide you in selecting the right Zoho tool for your project management requirements, but remember at the end of the […]
