Zoho Campaigns Overview and Best Practices – Webinar
Here is the presentation that was used during the webinar. Here is the March Webinar – Zoho Campaigns Overview and Best Practices featuring Brett Martin and Tyler Colt. Feel free to use the timestamps on our YouTube page to skip ahead to the topics you’re most interested in. 0:55 Agenda 1:45 Zoho Campaigns Overview 5:34 […]
Application of the Week – LinkMatch
From Episode 85 of the CRM Zen Show, Brett revisits this App as it still proves to be a handy tool. With a click of button import all future or existing prospects information directly to your CRM from their LinkedIn account. We hope you find this video useful on how LinkMatch works with Zoho CRM. […]
Say NO To Duplicate Records
Tracking Web Conversions on Zoho CRM
It might not be obvious at first, but good customer service is largely about information, such as tracking web conversions. When your customer service team has the information they need, they can provide useful, meaningful customer service to your clients. Ideally, your customer service representatives would have access to the entire CRM record for a […]
Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020
This week’s implementation is brought to you by the CRM Zen show featuring Brett Martin & Tyler Colt. Tyler shares this week a Zenatta Internal implementation applied to our own CRM. We needed a way to track revenue through a subscription service inside the deal module inside our CRM. Here are some keynotes from the video […]
Get Started Improving Web Conversions with Zoho PageSense
Zoho PageSense is an analytics tool that helps you produce the best possible website. By running what PageSense calls “experiments,” you can test different configurations of your web pages to determine which one produces the best metrics. With A/B testing, split URL testing, funnel analysis, and more, Zoho PageSense is an essential tool for optimizing […]
Convert a Message on Cliq into a Task on Zoho Connect
The Role of Your CRM in Customer Service and Support
CRMs aren’t just for sales and marketing. A good CRM should track everything you know about your customers. From their address and billing information to their last purchase and support ticket. With all this information centralized and organized, your teams can find the information they need quickly and efficiently without getting lost or accidentally finding […]
Zoho WorkDrive add-on for Gmail Application Review – 2020
With the Zoho WorkDrive add-on for Gmail, you can: Pick files from WorkDrive and send them as email attachments Save incoming attachments to any Team Folder within your WorkDrive account
Application of the Week -Zoho WorkDrive add-on for Gmail
