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 […]
Alternative Reply Tracking in Zoho Campaigns
Introduction Looking for a more efficient way to manage reply tracking in Zoho Campaigns? This guide outlines an alternative reply tracking in Zoho Campaigns approach that bypasses some of the limitations of the platform’s built-in feature. Get the scoop on how to implement this strategy effectively. Why Choose an Alternative Reply Tracking in Zoho Campaigns? […]
Zoho FSM Full Product Overview
After years in beta testing, Zoho’s Field Service Management (FSM) solution has finally made its debut—and we couldn’t wait to dive in! Our verdict? It’s fantastic! While the product will require some customization to perfectly align with your specific needs, don’t worry; we’ve got you covered with this comprehensive tutorial. Whether you’re a visual learner […]
Select Communications – Case Study
Executive Summary Select Communications operates within a brokerage model, offering cutting-edge technology solutions. With a dedicated team of approximately 30 professionals, they expertly handle hundreds of deals monthly. As a fully remote and agile enterprise, Select Communications serves clients all over the United States. Their unwavering support team works diligently on each project, ensuring that […]
Telephony Solutions For Zoho
Choosing a telephony solution for Zoho can be challenging. It’s not just about picking one but also setting it up and using it right. In this article, we provide a full breakdown of our “Telephony Solutions For Zoho” webinar, sharing our thoughts on the existing products out there and how to use the PhoneBridge via […]
Integrating Google Workspace (formerly G-Suite) with Zoho CRM
Just because you’ve embraced Zoho doesn’t mean you have to relinquish your Google Workspace. While Zoho offers similar applications that are undoubtedly proficient, Zoho understands the significance of Google Workspace to many enterprises. As a result, they’ve developed integrations that function seamlessly within Zoho CRM. In this guide, we will delve into the process of […]
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 […]
Maximizing Zoho Campaigns with “Email Action” Workflows
Capturing all the data you need from your email campaigns can sometimes be challenging. But did you know that Zoho Campaigns offers a built-in feature that can solve some of these limitations? This feature, known as “Email Action,” can make a huge difference in managing workflows and what kind of data you can extract. Why […]
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. […]
8 Tips on How To Thrive in a Virtual Work Environment
During lockdown, the mass exodus from office life to remote work changed how many businesses operate even today. With that, blogs like these were a dime a dozen. Well, four years later, here are seven tips we found extremely useful and apply today. 1. Recreating Office Structure Virtually: Working from home offers significant flexibility, but […]
