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 […]
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 […]
4 Automated Emails You Should Consider
Automated emails may have a bad reputation, but don’t let that stop you from getting content to your current and future customers. While scheduling emails is also a great option it’s not always the best fit. Schedules don’t always align with certain trigger points and can cause issues if sent too early or late. Give […]
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 […]
Organize YOUR Data in Zoho CRM with Custom Views & Filters
Getting the basics of CRM organized is super important to have the most efficient workflow. In this tip, Tyler walks us through how to organize data in Zoho CRM using custom views and filters. Having a clean custom view of your CRM data will make a huge impact on your workflow. Key Takeaways Custom Views […]
How to Set Up a Mail Merge Document Inside Zoho CRM
Here are the various action items we cover in this tutorial: Use Cases Getting Started Setting Up The Mail Merge Creating A New Template Zoho Writer Adding Merge Tags Sending A Document Via Mail Merge
The Only Portal You’ll Ever Need For Zoho, Z Portal
Most businesses in today’s world will find there are A LOT of moving parts to being successful. Having an organized business flow with a business operating system like Zoho is a must. And though these are great for structuring your internal business practices, how can you deliver a similar experience to your customers, clients, vendors, […]
How To Integrate QuickBooks with Zoho CRM Tutorial – 2022
In this video tutorial, we walk you through how to integrate QuickBooks with Zoho CRM. Since this isn’t as simple as finding a connector in the CRM we thought we would share all the steps involved in this process. Enjoy!
How To Import Anything Into Zoho CRM Tutorial – 2022
In this tutorial we cover the following: How to import leads, contacts, or accounts into Zoho CRM Basic pointers on spreadsheet management How to import within the module or settings How to apply additional tags to import files Best practices around importing data
Zoho CRM Blueprints Tutorial – 2022
Want to know how to set up a blueprint inside Zoho CRM? Or maybe what is a blueprint used for? This quick tutorial from Tyler & Brett covers all the essentials to get you started.