Zoho CRM
Using Macros in Zoho CRM
Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you ...
Zoho CRM: Accessibility Features
What is accessibility, and why does it matter in Zoho CRM? Accessibility refers to the design of products, services, devices, or environments in such a way that they can be used by everyone, regardless of their disabilities. Accessibility is the ...
Facebook Adverts Manager Extension in Zoho CRM
Facebook advertising allows you to promote custom advertisements or content targeting a specific audience at varying costs based on the reach and engagement of your ads. Once you start an ad campaign using facebook adverts, you will have to fetch all ...
Zoho CRM Email Tools Overview
Introduction to Zoho CRM Email Efficiently nurturing potential customers and building strong relationships is a core function of CRM. While email serves as a primary customer interaction channel, using separate email and CRM systems can lead to ...
Zia Presentation - An Overview
From boardroom meetings to chats over coffee, business analysis and business decisions have always relied upon well-structured and classified presentations . It's a great medium through to tell the world your business story using charts and graphs. ...
Zoho CRM Canvas Orientation Videos
Click this Link to a variety on Zoho Canvas orientation videos https://www.zoho.com/crm/resources/videos/how-to-videos/getting-started.html If you would like further assistance, ZoHelpers Team Members are certified Zoho Canvas Artisans and can assist ...
Script to Tag Lead if a Contact Already Exists in Zoho CRM
Here's a LEAD Module script to add a tag to the record if a duplicate record is present in the Contacts, based on the Lead email. leadinfo = zoho.crm.getRecordById("Leads",leadid); //fullname = leadinfo.get("Full_Name"); email = ...
Zoho CRM Data Migration: An Introduction
The Data Migration wizard in Zoho CRM ensures that your data is migrated accurately and helps you reduce much of the manual work. It automatically maps import files to CRM modules and import file columns to Zoho CRM fields. In the case of modules ...
Zoho CRM Data Migration Wizard Overview
What is the Data Migration Wizard in Zoho CRM? The data migration wizard in Zoho CRM ensures that your data is migrated correctly and helps you reduce much of the manual work. It automatically maps import files to CRM modules and matches data columns ...
Working with Zoho CRM Sales Forecast Module
What is a sales forecast? A sales forecast is similar to a weather forecast, where you predict the weather based on various factors like humidity, precipitation, air speed, wind speed, and so on. This prediction drives decisions like what you wear, ...
Zoho CRM CPQ Overview
CPQ explained with a Scenario - CPQ is an effective tool to achieve line item automation in Zoho CRM. Consider the case of Zylker Apparel, which uses the CRM to maintain a database of their customers. They are often faced with situations such as ...
Solutions Library for Zoho CRM
ZoHelpers has solved a wide variety of client requirements over the years. Sometimes we collaborate with Zoho Development Engineers, who publish solutions to a new "Library" page found here: Programmable Automation Solutions Library | Zoho CRM ...
Segmentation in Zoho CRM
Customer segmentation is the process of categorizing customers based on common characteristics such as their region, industry, product preference, or revenue generated. It is a powerful technique that helps companies better address their customers' ...
Zoho recognized as a Visionary in the 2023 Gartner® Magic Quadrant™ for Sales Force Automation Platforms once again!
Magic Quadrant for Sales Force Automation Platforms Published 5 September 2023 - ID G00779564 - 55 min read By Adnan Zijadic, Ilona Hansen, and 3 more Sales force automation platforms have continued to evolve, with vendors addressing UI complexity ...
Keyboard Shortcuts for Zoho CRM
Keyboard shortcuts enable you to perform actions more quickly and efficiently than is possible with just mouse navigation. Using keyboard shortcuts, you can multitask and switch between tabs/modules easily. Zoho has created a set of shortcuts for ...
Zoho Announcement on CRM Activities Module Changes
Zoho has announced, as seen below, significant changes to the CRM fuctions for Calls/Tasks and Meetings... generally considered "activities" in the CRM. As we saw it, the Activities Module in Zoho CRM was a convenient umbrella, that grouped together ...
Integrate Zoho CRM with Zoho PageSense
The interplay between CRO and CRM is the future of constructing a superior customer experience and an effective means of boosting website personalization. This integration precisely enables you to push website visitor insights directly into CRM. What ...
Setting up Email Sharing Permissions in Zoho CRM
Setting up Email Sharing Permissions Emails exchanged with customers contain important information that may be required for reference by several other teams who are involved in the business process. For example, a contract agreement exchanged with a ...
New and Improved Zoho CRM Feature for Managing Groups
In Zoho CRM, enhancements have been rolled out to enable you to create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing ...
Zoho CRM "Moved-to" Field on Deals/Opportunities to Better ID Sales Funnel Problems
One of the biggest challenges faced by sales teams in moving deals through a sales pipeline is that, they often do not know where exactly deals fall out of the pipeline. They may start with negotiating a hundred deals, for instance, but while only ...
Overview Instructions on Configuring Zoho CRM Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...
Zoho CRM Email Connections Overview Video
Click to view a short video on how to set up your email connectivity to Zoho CRM
Zoho CRM connector for Zoho DataPrep
Zoho DataPrep allows you to seamlessly bring in your sales data from Zoho CRM using the Zoho CRM connector. Using the connector, you can import your sales data from CRM to perform data cleanup , data migration , and data backup in more than one way. ...
Global Sets for easy management of similar picklists in CRM
Introducing Global Sets for easy management of similar picklists in CRM Dear all, As administrators who implement and manage CRM solutions, you may have dealt with picklists that are present across multiple modules and have the same picklist values. ...
Zoho CRM Editions Comparison Chart
Compare all features of Zoho CRM editions https://www.zoho.com/crm/help/complete-feature-list.html
Creating and Using Email Templates in Zoho CRM
Creating Email Templates Communicating with customers is an important activity in any business scenario. Zoho CRM provides Email Templates to send one message to multiple recipients. Email templates can be also be used to send Mass Emails to ...
Blockchain and Zoho CRM Example
Blockchain - the ultimate, independent, distributed, truth holder CRM - the heart of an organization It is seldom that the heart is independent but with technology, it can be engraved at least. Consider the use case as follows: I want to keep a ...
Revamped Sales Forecasting in Zoho CRM
Forecasting is an important part of a business's strategy to help set meaningful targets, optimize their sales strategies to help users achieve said target and drive revenue for the business. With this in mind, Zoho is bringing a number of different ...
A Quick 5 Minute Video Demo of Zoho CRM
Click here to access the Video which will play in your Browser. Contact us at 833-964-3577 with further questions.
Google Integration to Zoho CRM - Google Mail, Calendar, Contacts and More
Google Calendar Sync Video: https://watch.screencastify.com/v/nrWfitpubLA89T7cBDZG Gmail Sync Video https://watch.screencastify.com/v/xPh0lS1hfxatVfSxb8nH Zoho CRM for G Suite Zoho CRM for G Suite makes it easier to collaborate, communicate, and ...
How to Manage Zoho CRM List Views
Managing List Views A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on ...
Access Multiple Zoho CRM Accounts Using One Sign-in
Managing Multiple CRM Organizations Access multiple CRM accounts using one sign-in Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different ...
ZoHelpers Training Resources for Zoho CRM
Zoho CRM is a remarkably powerful, yet easy-to-use Customer Relationship Management System. A ZoHelpers Partner takes pride in guiding our clients through the implementation, launch and team training for the System. Having conducted hundreds of CRM ...
Zoho CRM Canvas Editor Quick Overview Video and PDF Info
See the short vidoe below and the attached PDF for more detail...
How to Add API Credits within Zoho CRM
As an Admin User in CRM, go to Settings... Developer Space/APIs to see this screen: Clicking on Blue CREDITS button brings up this screen: And click blue ADD Note that API Credits are shown in "daily" limits and pricing is charged Monthly, based on ...
Self Service Zoho CRM API Limit Management
Here are some links to assist you in modifying your System's API limits: An explanation of the process: Increase your API Credits right from the API Dashboard (zoho.com) Comparison of limits based on your CRM Edition Compare Zoho CRM editions | ...
Managing Mail Merge Templates in Zoho CRM
Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (Forms, Letters, Address Labels, Envelopes, etc.). You can create a mail merge template that would contain the variables (merge fields) in it. Using ...
Zoho CRM API Limits (Version2 API Framework)
Credit System API calls in Zoho CRM are associated with credits. The credits are deducted from your credit count, based on the type of the API call that you make. Credit deduction is based upon the intensiveness of the performance, and the memory ...
Zoho CRM - the difference between Last Activity Time and Last Modified Time
What is the difference between Last Activity Time and Last Modified Time? Last Activity Time refers to the time when changes are made to a record, whether it is adding a note, closing a task, sending emails or just editing the fields. Last Modified ...
Zoho CRM WorkFlow Rules Video (10 Minutes)
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