Lookup Fields Tutorial for Zoho CRM
Zoho CRM lookup fields are a powerful feature, enabling you to link records across modules and create more integrated and streamlined workflows. This guide explores both one-to-one and multi-select lookups, with practical tips to optimize your CRM setup. What Are Lookup Fields in Zoho CRM? Lookup fields in Zoho CRM are relational fields that allow […]
How to Create and Use Custom Modules in Zoho CRM
Zoho CRM’s custom modules are a powerful feature for organizations looking to track unique data beyond the default modules like leads, contacts, and deals. With custom modules, you can tailor Zoho CRM to better match your business processes, creating fields and connections that make managing data easier and more relevant to your needs. What Are […]
13 Email Marketing Tricks (or Treats) for Zoho Campaigns
Halloween is creeping upon us, and in the spirit of this holiday, we’re unveiling 13 email marketing tricks (or should we say treats?) for Zoho Campaigns. These spooktacular tips will ensure your campaigns are frighteningly effective. 1. Test & Preview: Before sending out that eerie Halloween email, be sure to send yourself a test email. […]
Tayden Impact Partners – Case Study
Tayden Impact Partners – Zoho One Consolidation & Workflow Automation Case Study Industry: Organizational Development & DEI Consulting | Location: Nashville, TN (Remote Team) | Team Size: 5 Employees Apps: Zoho CRM, Projects, Books, WorkDrive, Flow, Sign, Analytics, Forms, Writer 50% reduction in manual processes 30% faster client response times 35% software cost savings 25% […]
Zoho Campaigns Full Product Tutorial – 2024
Zoho Campaigns is an email marketing solution that enables businesses to create, design, and manage their email campaigns. These campaigns are often a crucial point of contact with leads or clients. A well-designed campaign, combined with detailed analytics, helps businesses make informed decisions for future emails, fostering growth. Campaigns can also nurture leads or clients […]
Zoho CRM Best Practices for Lead Management
Let’s talk about leads for a second. If you’re in sales, you already know that managing your leads can make or break your results. Zoho CRM has great tools to help you capture, organize, nurture, and eventually convert those leads. But that only happens if you know how to use them. Here are some best […]
Choosing The Right Online Appointment Scheduling Software
Regardless of your industry, time management is crucial. And how you reflect that time management is also critical to your brand image and reputation. It comes as no surprise that there are a plethora of scheduling software solutions out there. In this article, we will narrow our focus down to a few key players in […]
Zoho Integrations – Everything you need to know!
Apps, apps, and more apps. This is true for anyone using Zoho One, but for many, it’s not just Zoho. We rely on a plethora of other applications to run our businesses. Integrations are crucial for unifying the various apps and systems we use every day. With different departments often relying on different tools, integrations […]
Zoho Sign Full Product Tutorial
In this article, we’ll break down our Zoho Sign full product tutorial featured in the video above. This guide provides an in-depth overview of Zoho Sign’s features, demonstrates the platform’s use, explores advanced functionalities with Zoho Forms, and explains integration with other Zoho applications like Zoho CRM and Zoho Books. Let’s dive into the detailed […]
Top E-Signature Tools Compared: Zoho Sign, DocuSign, Adobe Sign, and More
Choosing the right e-signature solution is important for businesses of all sizes. With so many options available, like Zoho Sign, DocuSign, and Adobe Sign, it can be challenging to figure out which one is the best fit. In this blog, we’ll compare Zoho Sign with its top 2024 competitors, looking at features, pricing, and overall […]