Zoho Books Invoicing and Estimating from Start to Finish
Zoho Books is a capable billing and accounting platform for your small business. Go from a deal memo to invoice in a few clicks, build out accurate and attractive estimates, and bill more business with better invoicing management. Configuring Your Items and Customers Price lists are the inventory lists of your invoicing system. They contain […]
Zoho CRM Finding Statistics for Mass Emails – 2020
This is a very quick demo on how to find your statistics for mass emails sent from Zoho CRM inside Zoho CRM.
Simplifying Online Analytics Reporting with Zoho Analytics
Zoho Analytics is a self-serve business intelligence platform for analyzing data and unearthing trends. Analytics can produce actionable intelligence for common questions with a few clicks and minimal setup. Zoho Analytics collects and collates data in a smart, security-conscious way, providing incisive reports for tracking trends and live dashboards for monitoring changes. Because Zoho is an integrated […]
Zoho Cliq Full Product Tutorial – 2020
Check out the latest Zoho Cliq Full Product Overview for 2022!
How to Use Social Media to Drive More Sales
This guide by Zoho takes a quick look at how to boost sales by using social media with Zoho CRM. Lead qualification is, as you know, a typically slow process. You generally have information such as the lead’s name, email address, and phone number. You contact the lead by phone, but they do not respond […]
Build a Vendor Selection App in 60 Minutes
This guide by Zoho walks you through step by step on how to create a vendor selection app through Zoho Creator. Zoho Creator is a low-code platform for building scalable cloud-based custom apps that can be seamlessly deployed to organizations of all sizes. The apps built using Zoho Creator can be accessed from smartphones, tablets, […]
Relating Data with Lookup Fields
This guide by Zoho takes a look at different aspects of creating relationships amongst your data inside Zoho Creator. By the end of this guide you will understand how relating data works, the benefits of relating data, how to plan data relationships, and how to use lookup fields to relate data in Zoho Creator. The […]
Segmenting Customers
This guide by Zoho takes a look at segmenting customers in your database, primarily Zoho CRM, however, also applicable to other applications. Focusing on RFM segmentation (recency, frequency, & monetary) should help improve your metrics. Let’s take a look. Perhaps you consider the customers that are spending thousands of dollars on your products to be […]
Zoho CRM Onboarding Guide
This guide by Zoho is a must-read if you are new to Zoho CRM and looking to do the onboarding process yourself. There are many things to consider before and after setting up your CRM. To save yourself a lot of painstaking time later, read this guide first before getting started. However, if you think […]
Automate your Sales Process with Zoho CRM
This guide by Zoho provides two useful learning exercises; a better understanding of the sales process and how to implement automation of it within your CRM. You might have heard the old saying, “time is money.” This adage couldn’t be more true than in the fast-paced world of sales, where every won deal generates mroe business for […]
