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[…]
Save time by building text in PandaDoc Templates that can be reused. Most company documents contains text which is reused, for example an About Us section. Allow your Marketing team to build standard and approved text which can be used by your sales teams. By using PandaDoc Templates your sales people can concentrate on selling[…]
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[…]
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[…]
Zoho are hosting a one day workshop on Zoho Creator in London. The day is split in two halves – Basics and Advanced. The agenda for Zoho Creator Basic hands on session is: How to build a basic form with required fields for an App How to set user-action based rules in forms[…]
When we do training with a Zoho CRM User we get asked “How to add my tasks to Zoho CRM Dashboard”. We have created a short presentation that explains the way to achieve this task. Task management within Zoho CRM is one of the key features. We try and encourage Users of Zoho CRM[…]
It is a fact of a sales persons life that they will need to do desk based research for new leads. Invariably this means finding a web page and cutting & pasting the data into CRM. No more you can now do Web research with web data scraping directly into Zoho CRM. The free Zoho[…]
This short video will show you how to convert your online Zoho Survey to an offline version. Connect with your audiences through surveys even without access to the internet. Publish your surveys and use the offline mode to gather responses without a data connection.
Zoho People is your complete HR solution! Organize, Automate and Simplify all your HR activities. Zoho People is an online HRIS which lets you maintain your employee database, manage your workforce and ensures consistency in your HR Processes. Listen to a replay of Zoho People Overview and Setup presented by Aarthi Elizabeth, Product Manager[…]
This short video will give you a quick overview of Zoho Books – a Cloud Accounting software package.