What Is BI? + 5 Best Practices
Making a business decision without data to back it up is a recipe for disaster. Form strategic decisions with solid evidence by using a business intelligence tool. Combine data sets from across your entire organization and use visualizations to dig deeper into your business analysis. What Is Business Intelligence? A Business Intelligence (BI) tool is […]
Accelerated Program Benefits
What is an Accelerated Program? Get on the fast track to success by opting for an accelerated program. Whether it be education for school or work, accelerated programs are able to save time and money. While the program might be on a quicker timeline, learning is still held to the highest standard. The goal is […]
The CRM Zen Show Episode 235 – We Have More WordPressing Issues To Discuss
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Pick of the Week Tips and Tricks
12 Days of Marketing
On the first day of Christmas, Zenatta gives you, 12 tips to enhance your marketing strategy. With the new year right around the corner, you might be looking to change up your marketing plans. We’ve gathered some top tips to help you get the most out of your marketing strategy in 2023. While some of […]
4 Killer Customer Service Applications
We’ve all been there, trying to call a company’s 1-800 number and getting stuck on hold for an hour. Or worse, have to voice your needs to a robot in hopes that it understands what you mean. Don’t be that company, use top-of-the-line customer service applications from the Zoho suite! Zoho Assist, Desk, Lens, and […]
How To Link A Lead Record Upon A Zoho Form Submission In An Email
In this tip, Wayne walks us through how to link a lead record to an email after receiving a Zoho Form submission. This is an efficient way to see when new leads come in from your form! Key Takeaways Build a Zoho Form Create an Email Template Generate a Workflow Test Everything! Time to test […]
What Is CRM?
CRM is… CRM stands for Customer Relationship Management, most commonly used to refer to software that helps and enables sales operations. Keeping business practices and pipelines running smoothly. CRMs have a high return on investment and are a fast-growing feature that almost all businesses have in place. There is a lot of friction in sales […]
The CRM Zen Show Episode 217 – Open The Pod Bay Doors, Zia
Zoho News Things We Noticed Message Media/Smooth Messenger Update Implementation of the Week Code Share of the Week This Weeks Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
Getting Started with Zoho Bigin
While CRM is Zoho’s flagship product, you might be interested in something less complex when starting out. This is where Zoho Bigin comes into play. A lightweight CRM that allows you to track your deal flow, store your contacts, run basic workflow automation, and more. Key Takeaways General Overview of Bigin Inside Bigin, Company is […]
Zoho CRM Full Product Tutorial – Webinar
As promised here is this month’s webinar featuring Brett Martin and Tyler Colt in which they discuss key points on Zoho CRM overview and best practices. With 8 topics covered in the course of an hour, here is a glimpse at the topics covered. Feel free to use the timestamps on our YouTube page to […]