Setting Up An Approval Process Inside Zoho CRM
In this video tutorial, we walk you through how to set up an approval process for various stages in the Deal. Here is a breakdown of the timestamps: 0:28 Use Case 2:25 Layout Rules 4:55 Approval Process 5:55 Criteria 6:12 Who Should Approve 7:50 Action(s) upon Approval/Rejection 9:54 Final Walk-through of the Process Created
Communication Partners Inc. – Case Study
Executive Summary Communication Partners Inc. is a custom communications firm, focusing solely on benefits and HR communications. They produce benefit guides and other print materials and videos, microsites, mobile apps, and digital media. CPI has 15 employees and is headquartered in San Diego. The Challenge We transitioned from Asana to Zoho in early 2021 because […]
Our Top 10 Zoho Implementations of 2021
With over 300 clients in an endless variety of industries, sometimes solutions require out-of-the-box thinking. If you watch the CRM Zen Show, then you know every week Tyler shares a new implementation that our team put together for a client. Well, out of the 52 implementations from last year, here are the top ten. 1 […]
Should you be using the Leads Module in Zoho CRM?
In this video tutorial, Drew discusses all things Leads Module and if you should be using it in your business. ? TIME STAMPS ?0:00 Intro0:12 Using Leads Overview0:35 Recommended Lead Statuses2:10 How Leads Work2:40 Benefits of Zoho Forms For Lead Generation3:40 What is Lead Conversion Mapping4:25 Converting a Lead5:05 Scenarios for using the Leads Module
The Only Portal You’ll Ever Need For Zoho, Z Portal
Most businesses in today’s world will find there are A LOT of moving parts to being successful. Having an organized business flow with a business operating system like Zoho is a must. And though these are great for structuring your internal business practices, how can you deliver a similar experience to your customers, clients, vendors, […]
How To Integrate QuickBooks with Zoho CRM Tutorial – 2022
In this video tutorial, we walk you through how to integrate QuickBooks with Zoho CRM. Since this isn’t as simple as finding a connector in the CRM we thought we would share all the steps involved in this process. Enjoy!
How To Import Anything Into Zoho CRM Tutorial – 2022
In this tutorial we cover the following: How to import leads, contacts, or accounts into Zoho CRM Basic pointers on spreadsheet management How to import within the module or settings How to apply additional tags to import files Best practices around importing data
Our 10 Favorite Picks of the Week from 2021
If you watch the CRM Zen Show, you know that every week we pick out a new application, extension, or service for the show. Some of them pertain to Zoho while others make day-to-day routines easier, and some, well some are just sweet! Well, we went through all 52 episodes from last year and picked […]
Zoho CRM Blueprints Tutorial – 2022
Want to know how to set up a blueprint inside Zoho CRM? Or maybe what is a blueprint used for? This quick tutorial from Tyler & Brett covers all the essentials to get you started.
Hirsh Real Estate – Case Study
Executive Summary Hirsh Real Estate is a small team of four that sells over $100,000,000 annually in luxury homes in Atlanta, GA. The Zoho suite helps organize their contacts, listings, and marketing while the analytics keep tabs on YOY sales volume. The Challenge We have been on a 1-year quest to find the perfect software […]
