Blogs

What is Zoho ONE?

Every company needs quite a bit of software in order to run their business. But buying all of that software in the past could get quite expensive (think Word, Excel, Projects, Outlook, QuickBooks, DocuSign, Survey Monkey, Constant Contact, GoToMeeting, Join.me,...

read more

Who Is Zoho?

I am frequently asked about Zoho and who they are and if they are a good company. So I made a video to help you better understand the company you are about to partner with. While I am not an employee (though many people think I am because I am such a cheerleader for...

read more

Using @mention in Zoho CRM

Ever wish you could have the note you just entered on a record in Zoho CRM, also be sent to specific Users in your organization? You are in luck! The @mention feature in Zoho will help you quickly "kill two birds with one stone". Watch this quick video to see how....

read more

Editing Zoho CRM Pick Lists

Updating and Editing Drop-down values in Zoho CRM Sometimes the pick list options that come as standard in Zoho CRM, don't include ones that would be helpful to your industry. The options are easy to update. In the video below, I use the Industry field as an example...

read more

Creating Views in Zoho CRM

This video tutorial teaches you how you can build your own Zoho CRM Views. I start with showing you how to create a simple view and then build on that same view to have Zoho produce the filtered list that I want to display. We then progress to more complicated views...

read more

Zoho CRM Reports and Dashboards

Zoho CRM Dashboards & Reports: Visualizing Success Zoho asked me to present a webinar to their users on Reports and Dashboards: why you would use them, how to create them, how to add charts, and how would you implement them in your own Zoho CRM database. Below is...

read more

Transitioning to Zoho CRM 2016

Zoho CRM 2016 New User Interface If you have been using Zoho CRM for a while, you will soon be transitioning to the new user interface. I've made a video to help you make the leap. https://youtu.be/wN3AUnnf31o I'm a big fan. I know you are going to love...

read more

Zoho CRM QuickStudy Manual

Zoho CRM Training Manual I'm excited to offer my Zoho CRM Training Manual. It is the only book of its kind on the market that is totally dedicated to Zoho CRM. This training manual comes as an 8.5″ by 11″ spiral bound book packed with close to 400 pages of procedures...

read more