Get Started Improving Web Conversions with Zoho PageSense
Zoho PageSense is an analytics tool that helps you produce the best possible website. By running what PageSense calls “experiments,” you can test different configurations of your web pages to determine which one produces the best metrics. With A/B testing, split URL testing, funnel analysis, and more, Zoho PageSense is an essential tool for optimizing […]
Convert a Message on Cliq into a Task on Zoho Connect
In this week’s episode of Tips & Tricks our developer Skyler Paul demonstrates how to setup your Cliq to convert messages into tasks on Zoho Connect. For the guide mentioned in the video here is the link: https://help.zoho.com/portal/en/community/topic/convert-a-message-on-cliq-into-a-task-on-zoho-connect
The Role of Your CRM in Customer Service and Support
CRMs aren’t just for sales and marketing. A good CRM should track everything you know about your customers. From their address and billing information to their last purchase and support ticket. With all this information centralized and organized, your teams can find the information they need quickly and efficiently without getting lost or accidentally finding […]
Zoho WorkDrive add-on for Gmail Application Review – 2020
With the Zoho WorkDrive add-on for Gmail, you can: Pick files from WorkDrive and send them as email attachments Save incoming attachments to any Team Folder within your WorkDrive account
Application of the Week -Zoho WorkDrive add-on for Gmail
Set Up Your Next Event With Zoho Backstage
Spending too much time organizing and setting up your event? Want a professional event page, but worried it would cost too much or take more time, then you have to create it? After the event, wouldn’t it be nice to capture all of the analytics on how everything went? Well, here is the good news; […]
Learning Innovation Catalyst – Case Study
Learning Innovation Catalyst (LINC) – CRM + Projects Revenue Reporting Case Study Industry: K–12 Education (EdTech & Professional Services) | Location: USA | Team Size: 15 Apps: Zoho CRM, Projects, Analytics, Bookings Cash Flow & Revenue Visibility Services Tracked to Payment Dashboards Built for Delivery Executive Summary Learning Innovation Catalyst (LINC) helps schools create student-centered […]
Sending Just-in-Time Emails with Zoho Campaigns + Zoho CRM
Imagine a world where your messages always arrive just at the right moment. The right moment a prospect is most receptive to your offer or a negotiator is willing to give you a deal. Typically, it’s thanks to a confluence of events happening to go your way. But what if we could make that kind […]
Deluge to Create Pre-Populated Form URL (Zoho CRM) – Implementation 2020
Assigning Leads to Salespeople Fairly With Zoho CRM Automation
Assigning leads can be a tricky political business. How do you distribute leads fairly so that everyone has the same opportunity to thrive and make money without showing favoritism or giving valuable leads to poor performers? Most organizations settle on a random or semi-random method to avoid any appearance of preference or punishment. Absent any […]