Calculating Sales Commissions with Custom Functions in Zoho CRM
In all but the most badly-run sales departments, the commission is based on how much stuff a salesperson sells. However, it’s not always that straightforward: sometimes commissions vary based on products, with incentives to sell particular packages and services paid out in the form of higher commissions. A simple percentage calculation doesn’t typically cut it. […]
Defining Contact Roles via Deluge Script in Zoho CRM
Here are some key points from this implementation: Triggered on looking up/linking the Primary Contact to a Deal/Opportunity in the CRM Reads Contact Roles related list and defines the matching Contact there as “Primary” This could be used to define any Contact Role available, based on a specific lookup field in the Opportunity
Zoho CRM Automation 101: Workflows
Email + Zoho CRM For Your Business
Using Zoho Meeting To Replace In-Person Meetings
Zoho Meeting helps you connect with colleagues even when you can’t be there in person. It’s not that different from Zoom or Microsoft Teams, providing basically the same service: bringing everyone together into the same virtual “room”, with live video and audio from all participants alongside shared chats, files, and whiteboard spaces. If Zoom’s many […]
Getting Started with Zoho Connect
How to Automate Event creation via Zoho CRM Deals
Beginner’s Guide to Zoho CRM Workflows – 2020
Recorded from the CRM Zen Show April 17th, 2020 Brett & Tyler discuss how to set up some basic workflows for your organization inside Zoho CRM. They also cover some key points of how simple some of them might be yet the power behind simplicity.
Transitioning to Remote Customer Service With Zoho Assist
Most problems don’t require your physical presence to solve. Instead, they’ll require your brain. When providing customer support, you need training, intellect, and troubleshooting skills: all of which can be provided at a distance. To dispense that expertise at range, we can turn to screen sharing and chat applications like Zoho Assist. What is Zoho […]
Intro to Deluge Workflows
