FlexableIT were selected by Zoho in 2014 to become a Zoho Advanced Solution Provider.
We specialise in understanding your business challenges, your aspirations and what you are trying to achieve and then translate them into a solution that delivers results.
Our focus and expertise is in small to medium sized businesses that know they have a problem but are unsure how to solve it.
FlexableIT translate your requirements into a tangible business process that works to deliver results in your business.
Contact us to see how we can help your business.
Contact FlexableIT to learn how we can help your business
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Sai Venkat from Zoho presented at Zoholics 2015 on some of the advanced customisation that you can complete in Zoho CRM. This included: Advanced Custom Fields, Data Security Settings, Related Lists and Custom Modules. Sai also talks about mapping how data flows in Zoho CRM so that you don’t loose data – for example when[…]
This video will show you how building templates and library text in PandaDoc can save you time when building proposals. Use PandaDoc to create replicable style and format in quotes, proposals and contracts. Building company approved text that can be selected as required to complete a quote in PandaDoc.
Tejas Gadhia presents at Zoholics on workflows and custom functions within Zoho CRM. Workflows are a way of placing automation into Zoho CRM, complete a specified set of actions when certain criteria are met. Custom Functions uses Zoho’s scripting language (DELUGE) to trigger a series of specific actions. One example is that when a Lead[…]
Web forms is a way of capturing visitors from your website directly into Zoho CRM, either as a Lead or Contact. This video from Zoholics 2015 shares some best practice advice with Web Forms in Zoho CRM. This video will demonstrate how easy it is to create a Web Form in Zoho CRM, and subsequently[…]
This video will show you how to use PandaDoc to build quotes in your documents. Quotes that will automatically add up, calculate taxes, etc. Build one price list for all employees to use. If you have an existing price list this can be imported into PandaDoc.
Zoho SalesIQ allows you to engage and capture visitors from your website in real time. This video from Zoholics will demonstrate how you can automate this process. The video will demonstrate how to tag your website visitors email and name in Zoho SalesIQ. It then discusses how to setup intelligent triggers. Finally it talks about[…]
Zoho have launched the ability to automatically convert a Lead in Zoho CRM When you are working in Zoho CRM, the first point of contact that a potential customer has with you is as a Lead. From here you either need to Qualify them out (Junk Lead, Not Qualified, Unable to do business) or Qualify[…]
PandaDoc is perceived to be quick and easy way to send proposals and get them signed. It does that, and more. One key feature is being able to track, see when a the recipient opens the document. Then you can review what pages they have read and for how long. This video will give you[…]
In this presentation from Zoholics USA 2015, Mandy Cagle talks about how to maintain clean and accurate data in Zoho CRM. Amongst the subjects covered are: How to maintain complete data Avoid duplicates Maintain a style sheet Proper Data sharing
Send and sign documents electronically with PandaDoc Speed your sales process by using PandaDoc to create your document, send to customer for signature and then they can sign electronically. This video will show you how to upload a contract or agreement from your hard drive, DropBox or Google Drive. From there you’ll learn how to[…]