Easy Pick List Management With Zoho CRM Global Sets
In this tutorial, we guide you through step-by-step this long-awaited feature, allowing you to standardize picklist values across different modules, which can help maintain consistency, reduce data entry errors, and save you tons of time.
Scheduled Emails via Zoho CRM Workflows
? TIME STAMPS ? 0:00 Intro 1:33 Create A Workflow Rule 7:01 Customize Workflow Based On A Response 8:25 Displaying Workflow Execution Tutorial Summary
Zoho’s NEW CPQ Functionality For CRM
In this tutorial, we take you on a deep dive into the new CPQ functionality in Zoho CRM. You’ll discover how this feature streamlines your sales process by automating complex tasks and providing your team with accurate pricing and quotes in record time
The Best System Design For A Zoho CRM Lead Form Capture
In this tip, we take a look at a better method for capturing lead form data inside of the CRM. Traditionally the data will go straight into the Leads or Contacts module. This isn’t always where we want the form data to live. Use this tip to design where your data goes upon form capture. […]
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 […]
How To Create Multiple Associated Records With One Zoho Form
Have you ever had a form come through with information that crosses records? In this tutorial, Tom walks us through how to create multiple associated records with just one Zoho Form. Using Zoho Flow you can automate this process! Key Takeaways Set Up The Initial Integration To start, we first need to set up the […]
Connecting Zoho One To RingCentral
In this tutorial, Jordan shows us how to connect RingCentral to Zoho CRM on an organization level, what this looks like from the user’s perspective and some troubleshooting tips. RingCentral is the suggested telephony app for Zoho CRM! Key Takeaways Create The Initial Connection Connecting your RingCentral account to Zoho is quite simple. Follow along […]
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 […]
12 Days of Marketing
On the first day of Christmas, Zenatta gives you, 12 tips to enhance your marketing strategy. With the new year right around the corner, you might be looking to change up your marketing plans. We’ve gathered some top tips to help you get the most out of your marketing strategy in 2023. While some of […]
