Zoho Social Full Product Overview
In this write-up, we will provide a quick overview of all the essential talking points from our Zoho Social Full Product Overview Webinar. Our aim is to help you understand how Zoho Social can benefit your business and streamline your social media marketing efforts. The various sections below dive into the items discussed and use […]
Everything You Need to Know About Zoho Desk
Product Overview As many of you already know, Zoho Desk is a cloud-based customer service software. It is a support management solution that allows users to provide support to customers through ticket management and knowledge base resources. Within Desk, there are a bunch of features that are included, such as: Based on the video tutorial, […]
Zoho CRM Full Product Overview – 2023
What is a CRM? The Core Modules Modules are the building blocks of Zoho CRM. They enable you to manage and maintain your data in a way that fits your organization. Though custom Modules are common, a few core Modules usually stay consistent from organization to organization. Leads Module Accounts Module Contacts Module Deals Module […]
Getting Started With Deluge – Write Data
In the final video of our Getting Started With Zoho Deluge series, Greg teaches us how to do the final step of writing data. Make sure to check out the previous videos on Reading Data and Editing Data! Key Takeaways Getting Data Onto The CRM Record As you’ll remember in the last lesson, we got the […]
Getting Started With Deluge – Editing Data
Greg is back with another intro to Deluge tutorial! In this video, we focus on editing data in Deluge. Make sure to check out the previous video on Reading Data! Key Takeaways Pulling in a Lead Record Let’s start out by pulling our lead record in by using the steps learned in the last video. […]
Getting Started With Deluge – Reading Data
If you’re looking to learn Deluge, you’ve come to the right place! In this tutorial, we introduce you to the deluge editor and how to read data. Key Takeaways Creating Your First Deluge Function In the CRM Settings, head into Functions under the Developer Space. Click the blue New Function button to start creating. We […]
The First 3 Things To Do In Any New Zoho CRM
In this tip, Tyler walks us through the first things Zennatta consultants do when jumping into a brand-new CRM. The 3 key takeaways are pretty basic, but make a big difference in the usability for CRM users. These first three steps are removing unnecessary modules, cleaning up the layouts of records, and creating a basic […]
Zoho Survey Full Product Tutorial
What is Zoho Survey? Dare we say the simpler way to send a Survey? Zoho Survey provides a seamless way to send your current contacts a custom survey directly out of CRM. By creating a survey specific to your needs, you can match fields and contacts to the CRM while gathering all different kinds of […]
Zoho Learn Full Product Tutorial
When it comes to your business’s success, it often boils down to how well your employees perform. Sure vetting the right employees for the job is important, but their training is even more crucial. Thus, in the SaaS world, LMS (Learning Management System) was born. A modern solution to training that allows businesses to develop, […]
Zoho Analytics Dashboard Publishing And Share Settings
In this video, Tyler guides us through how to distribute, share, and publish your custom dashboards inside Zoho Analytics. Whether you want to share your Zoho Analytics dashboard in an email, a link, or in CRM, we’ve got you covered. Oftentimes you’ll want to share a dashboard with others and you could make it public […]