How To Link A Lead Record Upon A Zoho Form Submission In An Email
In this tip, Wayne walks us through how to link a lead record to an email after receiving a Zoho Form submission. This is an efficient way to see when new leads come in from your form! Key Takeaways Build a Zoho Form Create an Email Template Generate a Workflow Test Everything! Time to test […]
Zoho Cliq Full Product Tutorial 2022
Zoho Cliq Every business needs a fully functioning messaging application to keep the company’s communication running smoothly. Zoho Cliq does just that. With organized ways to keep your team and conversions flowing, Zoho Cliq works for everyone. Simple to use and get going, this messaging app can be pretty straightforward or customized exactly to your […]
5 Key Things To Know For Integrating Zoho CRM and Zoho Books
Tyler covers the 5 most important things to keep in mind when integrating Zoho CRM and Zoho Books. While it might seem simple to set up at first, there are some key points that may slip under the rug without deeper consideration. Ask yourself these questions and watch the video for a visual guide to setting […]
What Is CRM?
CRM is… CRM stands for Customer Relationship Management, most commonly used to refer to software that helps and enables sales operations. Keeping business practices and pipelines running smoothly. CRMs have a high return on investment and are a fast-growing feature that almost all businesses have in place. There is a lot of friction in sales […]
How to Integrate Zoho CRM with Zoho Survey
This tutorial on how to integrate Zoho CRM with Zoho Survey was taken from our October 2022 product tutorial series. See the full Zoho Survey Full Product Tutorial 2022 here: https://staging.zenatta.com/zoho-survey-full-product-tutorial/
Communication Styles Impact on Remote Meetings
You can’t have a meaningful meeting without first knowing how your team communicates. While so many of us are remote workers, communicating becomes a bit more difficult. We schedule video meetings, make conference calls, and send emails to stay in touch. However, without knowing how our team members communicate best, we won’t be able to […]
Dynamically Changing Zoho CRM Email Template Images with WordPress
In this tutorial, this is a niche case scenario for most businesses, however, there could be many use cases for it. We quickly show how to change images across all email templates in the CRM using a WordPress link. One thing to note is that in the video, only one template was created, but you […]
How to Customize a Zoho Survey
This tutorial on how to customize a Zoho Survey was taken from our October 2022 product tutorial series. See the full Zoho Survey Full Product Tutorial 2022 here: https://staging.zenatta.com/zoho-survey-full-product-tutorial/
Online Surveying – Everything You Need To Know
Why Survey? Getting to know your clientele is one of the most important parts of running a business. Staying relevant, making changes, and giving people what they want is practically impossible without knowing how you are doing. This is where online surveys and other methods of gathering client information come in handy. There are various […]
CC3 Solutions – Case Study
Executive Summary CC3 Solutions is an IT & Telecom Solutions Provider headquartered in St. Louis, Mo. They help design, procure, implement, and support small to global-sized businesses with their technology needs. They currently have over 60 employees nationwide, with two offices in WI and MO. Additionally, they have an ISO-certified warehouse to support customers’ needs, […]
