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...

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. I’m a big fan. I know you are going to love...

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...

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...