Build a Vendor Selection App in 60 Minutes
This guide by Zoho walks you through step by step on how to create a vendor selection app through Zoho Creator. Zoho Creator is a low-code platform for building scalable cloud-based custom apps that can be seamlessly deployed to organizations of all sizes. The apps built using Zoho Creator can be accessed from smartphones, tablets, […]
Relating Data with Lookup Fields
This guide by Zoho takes a look at different aspects of creating relationships amongst your data inside Zoho Creator. By the end of this guide you will understand how relating data works, the benefits of relating data, how to plan data relationships, and how to use lookup fields to relate data in Zoho Creator. The […]
Segmenting Customers
This guide by Zoho takes a look at segmenting customers in your database, primarily Zoho CRM, however, also applicable to other applications. Focusing on RFM segmentation (recency, frequency, & monetary) should help improve your metrics. Let’s take a look. Perhaps you consider the customers that are spending thousands of dollars on your products to be […]
Zoho CRM Onboarding Guide
This guide by Zoho is a must-read if you are new to Zoho CRM and looking to do the onboarding process yourself. There are many things to consider before and after setting up your CRM. To save yourself a lot of painstaking time later, read this guide first before getting started. However, if you think […]
Automate your Sales Process with Zoho CRM
This guide by Zoho provides two useful learning exercises; a better understanding of the sales process and how to implement automation of it within your CRM. You might have heard the old saying, “time is money.” This adage couldn’t be more true than in the fast-paced world of sales, where every won deal generates mroe business for […]
Zoho CRM – Security Controls
This tip can be very useful and prevent a lot of future headaches and problems within your organization if it is set up correctly from the beginning. Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to […]
Zoho Campaigns Mailing Template Overview
This video is meant to be a visual aid for the link below. Click here for the full guide from Zoho on Zoho Campaigns Email Templates Elements.
Beyond Spreadsheets with Zoho Creator
This guide by Zoho takes a look at the benefits of breaking away from Excel with Zoho Creator. With over-reliance on spreadsheets putting productivity at stake, businesses today are increasingly moving to databases. And there’s no lack of options available, from on-premise to online, from niche solutions to comprehensive ERPs. Before we look at what […]
Getting Started with Zoho Sign
This getting started guide by Zoho covers everything you need to begin with Zoho Sign. Whether you are an existing Zoho user or a brand new account this guide will walk you through all of the basics to get started. Within the guide are other useful links and guides to better help understand how other […]
Webhooks: Develop Complex Automated Workflows Quickly with Third-Party APIs
Zoho Webhooks are a tool you can use for sending data between third-party and first-party applications without the use of tools like Zapier. Webhooks are sometimes called “reverse APIs” because they allow users to trigger events based on changes to the website’s data. Instead of taking data from users and creating a response, the data […]