Blogs
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...
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...
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 it.
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...
Zoho CRM Workflow Training
How can you implement Zoho Workflow? Zoho asked me to present a webinar to their users on Workflow Automation: what is it, why would you use it and how would you implement it in your own Zoho CRM database. Below is a recording of the webinar including the answers to...
Zoho CRM Mobile App Training
Zoho offers a mobile phone and tablet app that allows you to access your Zoho CRM data when out of the office...even if you don't have Internet or wireless access. It's also great to have available if your Internet goes out. You can do most everything you need to from...
Why I Left
Selling our ACT! business had to be one of the hardest decisions I ever made. I started using and consulting on ACT! in the early days of DOS, when a voice from the abyss said... "Let there be CRM!" ACT! was the focus of our business for over 25 years. During that...
Zoho Card Scanner
The exchange of Business cards is an honored tradition for obtaining contact information from the person you just met. Yet re-typing the contents into your CRM can be tedious and error-prone. Zoho can help you with that. They have an app for the phone that allow you...
Importing into Zoho CRM
Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother. Watch the video showing...
Zoho CRM: Getting Started
No matter how easy a software might be, anything new is hard. Sometimes you just need a frame of reference to get you started. So I recorded a video to help you get up and running a bit faster. This video is using the latest version of Zoho CRM...