Amazon Connect – Zoho PhoneBridge Integration
Zoho Books Sending Estimates, Sales Orders & Invoices From Zoho CRM – 2020
This tutorial covers how to set up the integration between Zoho Books and Zoho CRM, as well as, how to send out estimates, sales orders, and invoices from Zoho CRM. Additional Resources Not finding what you are looking for in regards to Zoho Books? Drop us a line and we would be happy to see […]
Zoho Books Full Product Tutorial – 2020
This webinar on Zoho Books is presented by Brett Martin & Tyler Colt from Zenatta Consulting & CRM Zen Show. We hope you find this information useful! Join us on November 24, 10 am pst, for our next webinar on Zoho SalesIQ. Click here to register. 0:00 Intro0:53 Agenda1:21 What is Zoho Books3:05 Menus9:39 Settings12:09 […]
Reorient Your Recruiting Game Plan
This guide by Zoho helps you measure your current recruiting success and if it isn’t the greatest, provides you with a fresh new set of hiring strategies. It is essential that every recruiter is in sync with the continuously changing tide of the recruitment industry and try to adapt to the also changing needs of […]
Zoho Campaigns Workflow Automation
This guide by Zoho helps you understand workflow automation and how to choose the right workflow for your task. Workflow automation lets you perform actions on subscribers that have been categorized based on criteria that you’ve set. For example, if you want to send an email to subscribers in the United Kingdom, set the […]
Getting Acquainted with Zoho Sheet
The world runs on spreadsheets, and so does your business. Zoho Sheet contains the most important parts of Excel and a few more features than you’ll find in Google Sheets. Teams can share documents and work from anywhere, kept in sync by Zoho’s cloud storage and online interface. Everyone stays on the same page, and […]
Invoice 101
This guide by Zoho reviews sending an invoice the right way. This final touch in closing the deal is more important than most think and doing it right is crucial. The invoice is the last document that you send your customers to complete a transaction. The final business document has a lasting impression on […]
Employer’s Guide to Submit IT Declarations
This guide by Zoho teaches you how to submit IT declarations on behalf of your employees for taxes. Besides helping you process your monthly pay runs, Zoho Payroll handles your employees’ Income Tax saving investments. Employees can declare the investments that they’ve made and submit proofs for the same, and Zoho Payroll automatically calculates […]
Rapid Planning for Agile Development with Zoho Sprints
Zoho Sprints is a platform for agile product development teams to organize their work and communication. What is Agile? Agile is a method of working focused on creating software that works. Of course, the ideas of agile software development have expanded to other fields, as we’ve seen the value of these methods of working ported […]
Understanding Work – A Guide to Performance Management
This guide by Zoho is a great reference to turn performance management into a proactive experience. Back in the day performance management always had a negative tone to it. With new methods of communication with employees, it no longer has that ring. If you don’t currently have a performance management system in place this guide […]