Zoho CRM Lead Scoring: How to Set It Up and Use It to Boost Sales
If you’re using Zoho CRM and looking to improve your lead management process, Zoho CRM lead scoring is a powerful tool you should be leveraging. It allows you to assign numerical values to your leads based on specific actions and field values, helping your team prioritize follow-ups and maximize conversions. In this guide, we’ll walk […]
How to Set Up and Automate Quotes in Zoho CRM: Step-by-Step Guide
If you’re looking to streamline your sales process, understanding how to properly configure Zoho CRM Quotes is essential. In this guide, we’ll walk through setting up products, creating and managing quotes, linking them to deals, and automating key actions like updating deal stages and sending follow-ups. Whether you’re new to quoting in Zoho or just […]
Zoho LinkThread: A Free Alternative to Linktree
If you’re using Linktree to manage and display multiple social media links in one place, you’ll want to take a close look at Zoho LinkThread—a newly launched, completely free tool by Zoho Social. Designed as a sleek, customizable, and functional alternative to Linktree, LinkThread lets users build an attractive landing page filled with their essential […]
How to Use Zoho Creator’s Co-Creator Tool
Zoho Creator’s latest AI-powered feature, the Co-creator tool, revolutionizes the way businesses can build custom apps, forms, and workflows. By integrating OpenAI into Zoho Creator, users can now simply describe what they need, and the system automatically generates a functional application. In this guide, we’ll walk through how to use the Zoho Creator Co-creator tool […]
Zoho Campaigns Bot Filtering
Zoho has just rolled out its most anticipated update of the year—Bot Filtering in Zoho Campaigns is now live! This powerful feature enhances your email marketing strategy by eliminating bot-generated interactions, leading to more accurate analytics and more effective automation. What Is Bot Filtering in Zoho Campaigns? Bot filtering is designed to detect and exclude […]
How to Use Smart Prompts in Zoho CRM
If you’ve been looking for real-world use cases for smart prompts in Zoho CRM, this guide walks you through a powerful setup that helps automate sales prep and increase your close rate—without needing OpenAI integration. What Are Smart Prompts in Zoho CRM? Smart prompts are AI-generated actions triggered by specific data in your CRM. Using […]
How to Instantly Create a Module in Zoho CRM Using Zia’s LLM (Step-by-Step Guide)
Zoho CRM has introduced a powerful new way to build modules effortlessly using Zia’s LLM (Large Language Model). In this guide, we’ll walk you through how to create a module in Zoho CRM using Zia LLM, cutting down setup time and improving your CRM organization. Why Use Zia LLM for Module Creation? Creating modules manually […]
Zoho CRM: A Deep Dive Into the New Ask Zia Feature
Zoho CRM has rolled out exciting improvements to its Ask Zia feature, making it function like a full-fledged large language model. With the new Zoho CRM Ask Zia feature, users can pull reports, gain actionable insights, create custom modules, and even get CRM training — all through natural language chat prompts. If you haven’t explored […]
How to Set Up Zoho CRM Email Integration: A Complete Guide
Integrating your email with Zoho CRM can dramatically improve how you manage client communications. In this guide, we’ll walk you through the Zoho CRM email integration process, highlight important setup tips, and show you how to maximize workflow automation and inter-team visibility. Zoho CRM email integration offers three major benefits: Let’s dive into how you […]
Zoho Zia LLM vs ChatGPT Comparison
If you’ve been wondering how Zoho’s new Zia LLM compares to ChatGPT for real business tasks, you’re not alone. In this test, we put them side-by-side using the same CRM prompt and real-world scenario to see how they perform. Spoiler: the results might surprise you! Setting Up the Test The experiment took place within Zoho […]
