Zoho Projects

Integrated Project Management with Zoho Projects

This presentation from Zoholics 2015 discusses integrated Project Management with Zoho Projects and Zoho CRM. This video will give a quick overview of Zoho Projects, it will also discuss what are the challenges of integrated Project Management tools and how to find a solution. This video also demonstrates the value of having an integrated Project[…]

Google Apps For Work

Integrating Zoho CRM and Google Apps

This presentation from Zoholics 2015 discusses and demonstrates the benefits of integration Zoho CRM and Google Apps. The Partnership between Zoho and Google is the strongest third party (i.e. non-Zoho) integration. Zoho have over 50 points of integration with Google Apps, which is probably one of the highest integrations of any vendor. Over 100,000 customers[…]

Zoho CRM

Advanced CRM Customisation – Zoholics Seminar

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[…]

Zoho CRM

Using Custom Functions in Zoho CRM

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[…]

Zoho SalesIQ

Zoho SalesIQ: Automate Website Visitor Engagement

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[…]