Brite and Beautiful OC – Case Study
Executive Summary Brite and Beautiful OC is a small business woman-owned beauty aesthetics studio that focuses on fat-freezing, spray tanning, and teeth whitening. They have been in business for almost 2 years, are a team of three employees, and have used Zoho CRM from the start. Introduction Brite and Beautiful OC started with just a […]
CRM Tab Groups and Module Organization Tutorial – 2020
Clean up your tab groups and modules in this quick tutorial showing how and what to organize. We hope this helps! Additional Resources Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap! For […]
Zoho CRM Will Now Require “CRM Users” First Name As A Mandatory Field
This is a bit of a rambling post. But the bottom line is the when you set up a New CRM User, you will be required to fill in the “First Name” field.
Zoho Workerly Makes Temporary Staffing Easy
Temporary staffing agencies know how big of a problem worker churn can be. No one benefits from a rotating cast of anonymous paper pushers. And while few folks intend to provide temporary talent forever, the longer they stay happy, the longer they remain on your roster. That’s where Zoho Workerly can make a big difference. […]
FAQs on Actionable NPS Survey
This guide by Zoho is their overview and best practices for NPS surveys. NPS (Net Promoter Score) is a metric that allows businesses to see the satisfaction of their customers. A Net promoter Score survey is a leading indicator for understanding where a brand stands when it comes to customer experience and customer loyalty. This […]
Zoho BackToWork Admin Guide
Zoho Books Reporting Tags
With some of the limitations of reporting inside Zoho Books, reporting tags come in handy. Learn more in this quick tutorial, we hope this helps! Additional Resources Not finding what you are looking for in regards to Zoho Books? Drop us a line and we would be happy to see what we can do to […]
What’s an SMB?
Signals
Gamescope Is Now Part of Zoho Desk
With Zoho Motivator going away, it looks like Gamescope is going to be the replacement. This has been in CRM for years, but you can now turn it on in Zoho Desk. By default, Gamescope is disabled. To enable Gamescope: Click the Setup icon ( ) in the top bar. Click Gamescope under the General menu. Turn the Gamescope toggle to ON.
