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[…]
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[…]
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.