Beginner’s Guide to Zoho CRM Workflows – 2020

Recorded from the CRM Zen Show April 17th, 2020 Brett & Tyler discuss how to set up some basic workflows for your organization inside Zoho CRM. They also cover some key points of how simple some of them might be yet the power behind simplicity.
Transitioning to Remote Customer Service With Zoho Assist

Most problems don’t require your physical presence to solve. Instead, they’ll require your brain. When providing customer support, you need training, intellect, and troubleshooting skills: all of which can be provided at a distance. To dispense that expertise at range, we can turn to screen sharing and chat applications like Zoho Assist. What is Zoho […]
Intro to Deluge Workflows
Application of the Week – Twilio SMS Extension for Zoho CRM

The application we all have been waiting for! Huge shoutout to Jeremy Nagel @ Nuanced IT for this one. Finally an SMS application for Zoho CRM. Send SMS messages using Twilio from an iMessage style interface Send templated SMS messages to leads and contacts Receive customer SMS replies to your Twilio number Send automated SMS […]
Automatic Generation of Invoices and Packages on the Creation of a Sales Order using Zoho Flow
Twilio SMS Extension for Zoho CRM

The application we all have been waiting for! Huge shoutout to Jeremy Nagel @NuancedIT for this one. Finally an SMS application for Zoho CRM. Send SMS messages using Twilio from an iMessage style interface Send templated SMS messages to leads and contacts Receive customer SMS replies to your Twilio number Send automated SMS messages via […]
Loom – Application Review
Sending out Text Messages in Zoho Campaigns with Twilio