Project Management Styles
Knowing how to manage and organize a project comes with understanding your personal project management style. While many project managers will start with whatever comes naturally to them, it’s essential to recognize the strengths and weaknesses of the different styles. Each project management style comes with its own set of pros and cons. It’s best […]
Enable ACH Bank Payments In Zoho Books
Are you considering offering your customers the option to pay via ACH bank transfer while also saving on payment processing fees? Tyler is once again guiding you through the steps to make this “set it and forget it” connection. Code Share Mentioned: https://club.zenatta.com/c/code-share/automatic-enablement-of-books-customer-bank-payments Deluge Training: https://youtube.com/playlist?list=PLZQZebmrdF7gBb8b2pdTYfq56foPHdXXB
SMS For Zoho CRM by MessageMedia
When it comes to communication with your clients, SMS is one of the best ways to reach your customers. Based on a recent survey, 75% of customers open an SMS within the first 5 minutes of receiving the message. And of that 75%, 80% will respond almost immediately. While in contrast, emails have about a […]
Keller Williams Heritage – Case Study
Executive Summary Within Keller Williams Heritage is an apartment locating division, the first of its kind, located in San Antonio. They are a team of 18 looking to expand nationwide to a team of 30-40. The Challenge Being the first apartment locating division for a major brand such as Keller Williams was a challenge, as […]
What Is BI? + 5 Best Practices
Making a business decision without data to back it up is a recipe for disaster. Form strategic decisions with solid evidence by using a business intelligence tool. Combine data sets from across your entire organization and use visualizations to dig deeper into your business analysis. What Is Business Intelligence? A Business Intelligence (BI) tool is […]
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 […]
Getting Started With Deluge – Write Data
In the final video of our Getting Started With Zoho Deluge series, Greg teaches us how to do the final step of writing data. Make sure to check out the previous videos on Reading Data and Editing Data! Key Takeaways Getting Data Onto The CRM Record As you’ll remember in the last lesson, we got the […]
Help Desk Software Features: Zoho Desk vs Zendesk vs FreshDesk
With so many different options for help desk software, it might be hard to choose which one will work best for your business. In this article, we will compare a few of the top help desk software options available, Zendesk, Freshdesk, and Zoho Desk. There are a lot of similarities across the three platforms, however, you’ll […]
Boost Your Productivity Inside Zoho With ChatGPT
While it might be intimidating to some (ourselves included), the rise of open AI is revolutionizing the way we work. With ChatGPT launching in November 2022, it has only grown in popularity. Since its launch, academia, businesses, and individuals are frantically trying to get ahead of this new technology. With that being said, implementing ChatGPT […]
