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 […]
Webinar – Zoho Projects Full Product Tutorial
Customizing Your Base CRM Module Layouts
Module clean up is quick and easy. This process can be done at any time and we highly recommend it to make your data more readily available. Here are some screenshots of what a finalized customization would look like for leads: Not finding what you are looking for in regards to Zoho CRM? Drop us […]
Wizards
This guide by Zoho breaks down what a Wizard is for Zoho CRM. From the definition to a step-by-step walk-through on how to create one, by the end of this guide, you will have a concrete understanding of Wizards for Zoho CRM. A Wizard helps you divide a long form into a series of screens, […]
Automate Complex Business Processes Easily with Zoho Creator
It turns out there is a secret to success: do things better than you did before. Also, robots help. And that’s just what Zoho Creator is here to help you do. Learn how to capture and automate complex business processes to reduce errors, improve customer satisfaction, and increase throughput and billable hours, all without sacrificing […]