Introducing Zenatta Health Check for Zoho CRM
Maintaining high-quality data within your CRM system is not just an option—it’s a necessity. Recognizing this essential need, our team at Zenatta has developed a groundbreaking solution for Zoho CRM users: the Zenatta Health Check for Zoho CRM. This innovative extension enhances your CRM experience by providing regular data quality reports, ensuring your business operates […]
4 Key Takeaways From Google & Yahoo’s Updated Email Authentication Requirements
By now, most of us have heard about the upcoming changes by Gmail and Yahoo. And I think most of us can agree that robust email authentication is necessary to combat phishing and spam. These requirements involve three key technologies: SPF, DKIM, and DMARC. For those of us who don’t know what all this terminology […]
Effortless Cleanup Using Admin Tools In Zoho CRM
In the world of CRM management, maintaining a clean and organized system is crucial for efficiency and productivity. Zoho CRM’s Admin Tools feature offers a powerful solution for tidying up old customizations, reports, and automations, ensuring your CRM environment remains streamlined and functional. Why Clean Your CRM? Over time, CRMs tend to accumulate unused or […]
End-of-Year System Review for Zoho CRM
As the year draws to a close, ensuring your Zoho CRM is optimized for peak performance is crucial. A systematic review can enhance efficiency, data integrity, and user experience. Let’s dive into the key areas our team put together to focus on. De-duplicate Contacts and Accounts Duplicates in your CRM can lead to confusion and […]
Quick Actions for Calls in Zoho CRM
This video tutorial demonstrates how to log an activity or task directly from a call within the CRM using the CRM dialer feature. Key takeaways: Steps: Benefits: This video provides a valuable tip for CRM users who want to make the most of the CRM dialer feature. By logging activities and tasks directly from the […]
Sorting Multi-Select Lookup Fields in Zoho CRM
In this quick tip, Landon demonstrates how to customize the results that appear when selecting items in multi-select lookup fields within Zoho CRM, both for standard and custom modules. This can be particularly useful if you want to sort and display specific items at the top of the list when making selections. Here’s a summary […]
Creating Role-Based Custom Views & Filters in Zoho CRM
Managing a growing team in Zoho CRM just got easier. Role-Based Views in Zoho allow you to create custom views and filters based on team roles, not just individual members. This guide breaks down the how-to. Understanding Roles and Groups Before you set up custom views, it’s essential to grasp the roles and groups within […]
Getting Started with SMS Marketing For Zoho
SMS marketing can help businesses connect with customers effectively. In this blog, we’ll explore how to use Zoho’s applications like CRM and Campaigns to make your SMS marketing strategy more powerful. We’ll also look into shortcodes, choosing the right SMS gateway, and more. Let’s get started. Picking the Right SMS Gateway for Your Zoho SMS […]
Adding Zoho Sheet View Components to Your Zoho CRM Homepage
Are you looking to add a Zoho Sheet View to your CRM homepage for a more consolidated and efficient work process? Step 1: Customize Your Homepage To start, navigate to your Zoho CRM homepage and look for the customization option. The aim here is to add a new component, specifically a widget, to your homepage. […]
The Future of Work: Exploring Zoho’s New ChatGPT Integrations
Every once in a while, technology gifts us with innovations that radically change how we work. Undoubtedly, ChatGPT is one such innovation. In recent months, Zoho has embraced this change with a flurry of integrations into their various applications. These advanced, AI-driven tools have set a new precedent for how we approach tasks and engage […]
