Zoho Campaigns Beginner’s Guide – How To Set Up A Workflow

Zoho Campaigns How To Set Up A Workflow Tutorial 2021

This third tutorial of the series covers the basic fundamentals and how to create a workflow inside Zoho Campaigns. Additional Resources Not finding what you are looking for in regards to Zoho Campaigns Tickets? Drop us a line and we would be happy to see what we can do to fill that gap! For more […]

Zoho People 2021 Webinar

Zoho People Full Product Tutorial 2021

Timestamps – 0:42 Agenda – 1:11 Why HR Management -Software 2:04 Overview and Features – 17:00 Organization Settings – 24:30 Adding Users – 27:03 Setting Up Leave – 28:10 Setting Up Attendance – 32:07 Setting Up Shifts – 34:02 Q&A About This Webinar In this webinar, we cover all the basic essentials for Zoho People. […]

Zoho CRM Workflows – Beginner and Advanced Workflows

CRM Beginner & Advanced WorkFlows 2021

About This Webinar In this webinar, we cover both beginner and advanced workflows for Zoho CRM. Be sure to check out the end too with some great Q&A from the attendees. This webinar was recorded on April 1st, 2021. Additional Resources Wanting to learn more about Zoho CRM? Be sure to check out our other […]

Zoho CRM and Finance Workflows and Automations Tutorial – 2021

Zoho CRM & Finance Workflows & Automations Tutorial - 2021

About This Webinar This webinar was made with Zoho covering some basic and advanced workflows and automation for Zoho CRM and the Zoho finance suite. This webinar’s Q&A session had great questions, we recommend you watch them as well. Recorded on February 2, 2021. Additional Resources Wanting to learn more about Zoho CRM? Be sure […]

Zoho Books Beginner’s Guide – Banking

Zoho Books Setting Up Banking Tutorial 2021

This covers setting up your banking inside Zoho Books. Additional Resources Not finding what you are looking for in regards to Zoho Books? Drop us a line and we would be happy to see what we can do to fill that gap! For more guides on Zoho Books Click Here.

Zoho CRM How To Set Up Motivator Tutorial – 2021

Zoho CRM How To Set Up Motivator 2021

Back at the end of August in 2020, Zoho removed Zoho Motivator from the App store. And by the end of December ended the App altogether. For many of us, this didn’t affect our usage of the Zoho suite at all. However, there were still a handful of businesses out there with bullpen-like sales antics […]

Zoho Desk Basic Automation Tutorial – 2021

Zoho Desk Basic Automation 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

Zoho Desk How To Get Tickets In Zoho Desk

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

Zoho Desk How To Setup A Knowledge Base

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 […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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