Zoho CRM
Zoho Bookings Plugin to Integrate to Zoho CRM
Zoho Bookings is an online scheduler for small businesses. You can access your calendar and invite your staff to add their own schedules. Create dedicated workspaces for each location, department, or team to easily manage schedules. The Zoho Bookings ...
Setting Up Portals in Zoho CRM
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data such as products, invoices, and notes that are present in CRM. They ...
Configure Zoho CRM for Gmail Add-on
As emails are the primary mode of communication and most businesses use different mailing platforms, it is crucial to maintain and track every interaction in a common database. As it helps people in the customer facing roles to deliver most relevant ...
Create Powerful Journeys with Signals + CommandCenter in Zoho CRM
This feature is now opened to all Zoho CRM customers (CRM Enterprise, Ultimate, CRM Plus, and Zoho One) Create powerful journeys with Signals + CommandCenter in Zoho CRM Consider this journey, you have an event happening. You send event invites and ...
Mailchimp's Guide to Integrate Mailchimp with Zoho CRM
This is a post from: https://mailchimp.com/integrations/zohocrm/ Key Features: Sync Mailchimp lists with Zoho CRM Campaigns and map Mailchimp subscribers with Zoho CRM contacts/leads. SalesSignals: Receive notifications in Zoho CRM's SaleSignals ...
Zoho CRM OAuth 2.0 for v2 APIs - An Overview
The Zoho CRM API uses the OAuth2.0 protocol for authentication. It is an industry-standard protocol specification that enables third-party applications (clients) to gain delegated access to protected resources in Zoho via an API. If integrating to ...
Zoho CRM Email Marketing: Setting Up an Unsubscribe Form
CRM unsubscribe links allow recipients to unsubscribe from your email communications by creating an unsubscribe link and embedding it in the emails or hosting on the webpages. You can use the system defined default link or create a custom link.The ...
Office 365 Security Settings and Zoho CRM
If you experience errors when attempting to connect your MS Office 365 (O365) email to Zoho CRM, read these Microsoft Support articles to be sure your O365 setting are properly configured to allow access: ...
Understanding Territory Management in Zoho CRM
Territory Management is a system by which customer accounts are grouped based on a defined set of criteria. This makes for easy sharing of customer accounts among different sales teams in your company. It ensures proper and effective usage of the ...
Video on How to Send Up to 1000 Emails Per Day from Zoho CRM
Her a short 4 minute video on how to conduct mass emailing from Zoho CRM: https://drive.google.com/file/d/1Ua66YGzRi9y7Fu-lHXFjYvEpxFIXSELN/view
Zoho CRM Overview Video - 5 Minutes
Click here to watch an introductory video overview of the Zoho CRM System. Contact us at 833-964-3577 if you'd like to schedule a personalized demonstration discussion.
Configuring Zoho Motivator's KPI/Trends/Gamification features in Zoho CRM
Zoho Motivator will be brought to end of life on Augist 31, 2020. however, you can now supercharge your Zoho CRM account with Zoho Motivator's features to achieve the same results using this link. ...
How to Add Videos to Zoho CRM Email Templates
One of the biggest challenges in the initial stages of sales cycle is getting email response from prospects. With so many vendors vying for attention, it's vital that your email stands out from the crowd and helps you get that all elusive response. ...
DIY Videos and Documentation for Starting Up with Zoho CRM
Here is a link to on-line resources for DIY guidance in setting up and using Zoho CRM. If you decide you need a Sherpa to help you get up and running quickly with no headaches, feel free to call us at 833-964-3577
Introductory Overview Video of Zoho CRM
Here's a link to a 12 minutes overview on Zoho CRM: https://youtu.be/wsQawV66q-Y
Quick Orientation Videos on Zoho CRM
Here's a series of 5-7 minute orientation videos of how to use Zoho CRM: https://www.zoho.com/crm/resources/training-videos/ And here's a link to the Zoho CRM YouTube Video Channel: https://www.youtube.com/channel/UCy5GY9WtEg8SMgAZ_AiSlVw Feel free ...
Zoho CRM Training Videos
ZoHelpers can conduct personalized training for your Team, but here's a few links to a series of short, standard CRM training videos: https://www.zoho.com/crm/resources/guided-tour/zoho-crm-overview.html ...
QuoteWerks Integration to ZohoCRM Video
This video summarizes a variety of QW enhancements. Forward to 12:30 in the video to see the specifics of the ZohoCRM - QuoteWerks integration details: https://www.quotewerks.com/video.asp?play=3osfDKh9s5M
Zoho CRM Overview Video for New Users - 12 Minutes in Length
https://youtu.be/wsQawV66q-Y
Office365 Integration Activation for ZohoCRM
Enabling your Zoho integration to Office 365 requires the "app" to be enabled and authenticated. Please see this overview: https://www.zoho.com/crm/help/office365/#Enable_ZohoCRM
Zoho Blueprint - PDF Handbook and Video on Designing CRM Workflow Blueprints
Blueprint is Zoho CRM's simple and effective solution to your process automation requirements. It is designed to help you execute a business process in a well-defined and systematic manner. With a Blueprint you can: ... Guide your teams through the ...
How to work with Data Encryption in ZohoCRM
Zoho CRM now has a powerful data security feature... click below to understand how to work with Data Encryption https://www.zoho.com/crm/help/security/encryption.html
How to Install VoiceIn Typing in Chrome for Voice Dictation in Zoho Apps
To install voice dictation extension in Chrome, click below and add to Chrome: https://chrome.google.com/webstore/detail/voicein-voice-typing/pjnefijmagpdjfhhkpljicbbpicelgko?hl=en
Zoho CRM FEEDS Explained - Video
https://www.youtube.com/watch?time_continue=29&v=WAob76QIpqQ
Using TAGS in ZohoCRM
About Tagging: Tags are unique identifiers that can be associated to your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is very similar to adding keywords or any additional information to any record ...
How Do I Find My Web Site Contact Form Code in Zoho CRM?
To find your unique code to embed Contact Forms on your website... watch this 90 second video: Zoho CRM Website Integration
How to Change a Zoho CRM Users Language
Go to SETUP/PERSONAL SETTINGS/ACCOUNT INFORMATION:
How to configure CalDAV sync for your Apple devices
CalDAV sync We have CalDAV sync for Zoho Calendar. It allows you to manage events through iCal and Thunderbird-Lightning, and have them synced. You can access events even when you're offline. Features of Zoho Calendar CalDAV: Once you configure ...
How to Change ZCRM Calendar Display Settings & Preferences
To set calendar preferences... -Click (Calendar icon) and then click Day, Week or Month to view your calendar. -In your calendar, click Options > Preferences. -Specify the following preferences for your calendar. These preferences are reflected only ...