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[…]
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[…]
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[…]
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[…]
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[…]
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
Ricky Thakrar from Zoho presents on Sales tracking at Forecasts at Zoholics USA, 2015. During the presentation he discusses the difference needs and trends of B2B and B2C.
Dilip Nagarajan, Product Manager for Zoho CRM presents at Zoholics 2015 – Reporting in Zoho CRM. Running reports and understanding how to filter out the data so you only get what you want is necessary if you want to gain an accurate understanding of how your sales team is performing. You need to know what[…]
Presented at Zoholics 2015, USA this presentation articulates the best practices when building email marketing Campaigns with Zoho Campaigns.