Benefits of Reconciling Your Bank and Credit Card Accounts in Zoho Books
Optimal financial management goes beyond mere tracking; reconciling bank and credit card accounts in Zoho Books safeguards your transaction accuracy and integrity. Why Reconciliation is a Non-Negotiable While Zoho Books pulls in your bank transactions and balances in real-time, ensuring consistent and error-free records calls for periodic reconciliation. Dodging the Duplicate Transaction Bullet Keep Tabs […]
Automating Your Invoicing: How Zoho Books Streamlines Your Billing Process
When it comes to automation, achieving a seamless invoicing process should be as straightforward as clicking a button. Yet, not all business platforms are crafted with equal finesse or offer the same potential to construct the automation you require. Fortunately, Zoho Books emerges as a reliable ally, furnishing the indispensable tools you need to sculpt […]
Connect Pay USA – Case Study
Executive Summary ConnectPay is a leading provider of payroll and tax processing services tailored to the unique needs of small businesses across the United States. With 183 dedicated employees spread across 11 locations in 7 states, they serve a diverse clientele in all 50 states. Through their custom solutions, businesses not only regain control of […]
From 100 Million Users To A Billion – Zoholics Europe 2023
Another year has brought with it another memorable Zoholics experience. This past week, the European leg of the Zoholics 2023 events kicked off in London, and our team had the privilege of attending both the London and Cologne events. The energy, atmosphere, and Zoho’s ambitious plans for 2024 were clear throughout the events. Celebrating their […]
Zoho SalesIQ 2023 Full Product Tutorial
Understanding how to effectively engage with customers is crucial. Zoho SalesIQ is a tool that enhances just that. In this Zoho SalesIQ tutorial, we cover everything from setting up SalesIQ on your website to mastering its real-time visitor tracking, automating workflows with bots, and seamlessly integrating it with your existing CRM and helpdesk solutions. Whether […]
Zen & Growing in Las Vegas: Zenatta’s Annual Retreat
“We were somewhere around Barstow on the edge of the desert when the plans for next year began to take hold.” Well, not exactly, but it’s not a Rolling Stone article anyway! What is true, though, is that our Zenatta leadership team met in Las Vegas this past weekend to reflect on the year that’s […]
Traveling for Business? Simplify Your Life with Zoho
When it comes to traveling for business, time is often wasted during business travel due to the lack of internet. Though most modes of transportation usually offer the internet, relying on them to actually work is a gamble. In the past few years, Zoho has been working diligently to bring more of your favorite products […]
Why Training Your Team in Zoho Projects is Essential
Have you ever invested in a powerful software tool only to discover that your team uses just a fraction of its capabilities? The reason often lies not in the tool itself but in how well your team knows how to use it. That’s why we launched our comprehensive Zoho Projects Team Training Course, designed to […]
How to Use Batching for Bulk Emails in Zoho Campaigns
One of the great features of Zoho Campaigns is the ability to send emails in batches. Whether you have a small mailing list or you’re reaching out to tens of thousands, sending emails in batches can offer multiple advantages. Here’s why you might want to consider using this feature. Setting Up Batching in Solo Campaigns […]
Use Cases for Zoho Flow
In this video, we explore the common use cases for Zoho Flow. The video explains how Zoho Flow can be leveraged to pass data between Zoho apps, from third-party apps to Zoho and from Zoho to third-party apps. Key Points: Passing Data Between Zoho Apps Zoho CRM Automation Third-Party Apps Webhooks Common Use Cases: Conclusion […]
