Blogs
Grow/Engage Your Web Leads With Zoho SalesIQ
In today’s online world, prospects are finding you through multiple channels. That means you have to be ready to engage whenever and wherever they pop up. Prepare your team by adding a hassle free live chat and visitor tracker on your website. SalesIQ allows prospects...
Searching Your Zoho CRM Database
There are quite few ways you can search your database to locate the records you are looking for. In this tutorial, we go over the simplest to the most complex ways of finding records. In addition to simple searches, I cover finding records with Open, Won or Lost...
Survey Your Audience with Zoho Survey
Your customers’ opinions matters. Making it easy to share that opinion means more quality data at your fingertips. That’s what Zoho Survey is all about. Zoho Survey allows businesses to create surveys in just minutes and lets you reach your audience wherever they are....
Build and Share Online Forms with Zoho Forms
Paperwork can easily take over a person’s workday. Customer feedback, customer intake, prospect forms, customer data… it seems like there’s a form for everything. If you’re still using paper forms, this means there’s lots of data input and organizing of those forms...
Engage Your Customers With Zoho Campaigns
Once a prospect or customer raises their hand and says, “yes, I’d like to keep in contact with your company,” you want to make sure you honor that relationship. There are many email marketing and drip marketing programs out there to help you do that, but none that...
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,...
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...
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....
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...
Zoho CRM Scoring – Working Your Hottest Prospects
This video was part of a webinar series sponsored by Zoho. It reviews the Zoho CRM Scoring feature that is available for Leads, Contacts, Accounts and Deals. While the process for actually setting up Scores in Zoho is pretty simple, most organizations are stumped on...