Zoho Desk Basic Automation Tutorial – 2021
In this final segment of our Zoho Desk Beginner’s Guide Series we cover basic automation. In this tutorial we cover assignment rules, round robin overview, and workflow rules. Additional Resources Not finding what you are looking for in regards to Zoho Desk Tickets? Drop us a line and we would be happy to see what […]
Zoho Desk How To Get Tickets In Zoho Desk Tutorial – 2021
In part 1 of the series we discussed the basics of a ticket. For part 3 of this series we walk you through on how to get tickets into your Zoho Desk implementation. Additional Resources Not finding what you are looking for in regards to Zoho Desk Tickets? Drop us a line and we would […]
Zoho Desk How To Setup A Knowledge Base Tutorial – 2021
In this second part of our Zoho Desk beginner’s guide series, we cover how to set up a knowledge base. Learn how to manage and organize this repository of data and share these resources both internally or externally. Additional Resources Not finding what you are looking for in regards to Zoho Desk Tickets? Drop us […]
Zoho Desk Introduction To Tickets Tutorial – 2021
This is the first video in our Zoho Desk beginner’s guide series. In this video tutorial we cover all of the core basics of a Zoho Desk ticket. In this step-by-step guide we cover what a ticket is, how to set up tickets, create tickets, and close tickets. Additional Resources Not finding what you are […]
Zoho Desk Full Product Tutorial Webinar
Zoho Desk Auto-assignment of Tickets Based on CRM Owners – 2020
In this week’s implementation, we show how to automate the assignment of tickets inside Zoho Desk to the proper account owner inside Zoho CRM. This process is made possible by using Zoho Flow. Here are some key points from this video: On new ticket creation, a flow is triggered Fetches Contact, and then Account information […]
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 […]
5 KPIs Your CRM Should Be Tracking
Key performance indicators (KPIs) are a critical part of managing a team. In sales and marketing, KPIs determine bonuses and guide performance reviews. These KPIs are supposed to be proxies for success in your job: if you’re a salesperson, the more you sell, the better you’re doing. Unless, of course, your massive sales aren’t making […]