Spotlight #5 Enrich your data from emails efficiently with Zia
Zia is Zoho's AI powered assistant that with high precision, recommends insightful suggestions to automate redundant tasks. Do you still spend time replicating the details from your email to the CRM account? If so, read on, as this spotlight series discussesHow Zoho enabled a smooth transition from in-person to online sales
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Sarah Dower is the Regional Sales Manager for Metagene. Metagene has been in the lifeCommunity Digest - July 2021
Announcements Introducing Zoho CRM's new email compose and a lot more exciting latest enhancements Take a look at the revised pricing of Zoho CRM portals Extending the Multiple currency limits and availability for all paid additions Zoho Marketplace housesFocus Group webinar: Part 1 - Zoho CRM’s Blueprint 3.0
Zoho CRM's Blueprint 3.0 comes with an array of varied new features and enhancements. We made a couple of posts on the community a few months ago, detailing what they do, and how they'll fit in to your business use-cases. You can find them here and here.Ask the Experts - live forum-based Q&A discussion on building customer insight with Zoho CRM
We are excited to open the stage for this month's open house discussion. Zoho CRM 2020 release included 16 robust features that covered developing customer insight, experience, intelligence, and foundation in Zoho CRM. We're happy to see a lot of youMy Zoho Story #2 - Empowering companies to scale their social media marketing
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. This Interview features the amazing duo of Jackie and Mollie Singer from Twinco New Media. They are the founders of Twinco New Media that helps a lot of businesses in Las Vegas and other parts of the West Coast for their digital media marketing. They help companies create a social media presence and premium contents on the web. JackieLead Conversion
Hello, in Zoho CRM, is it possible to only let users "convert" leads when the Rating equals "Qualified" or certain fields are not left blank? I would like to enforce that a Lead only converts to Account & Contact if its Rating is "qualified", an AccountCustom Function: Automatically populate the State, City and Country based on the ZIP code (only for US)
Scenario: Automatically populate the State, City and Country based on the ZIP code (only for US) When a contact, lead or an account is created, you have to fill in the address details manually. You can save time by populating the value for State, City and Country based on the ZIP code you enter. You just need to enter the ZIP code and the rest will be populated automatically. Right now, we have done this custom function only for United States ZIP code. Please follow these steps: Log in to Zoho CRMSelling Retirement Plans in a Competitive Market ft. Brian Dunkin | Small Business Heroes E06
In the sixth episode of Small Business Heroes, we have an interview with Brian Dunkin from Indianapolis ZUG, a veteran sales consultant with FACTS Inc. Brian brings over 30 years of sales experience in the finance industry and talks about his strategyHow to add the stages to a blueprint and update for existing records ? #21
Hello everyone ! An optimal sales process helps improve the efficiency of your sales team. Won't it be great if your CRM system let's you tailor the sales process the way you want it? Blueprint in Zoho CRM helps you do just that. By setting stages and trigger workflows, Blueprint ensures your sales team follows a set process without deviating from the specifics. Let's assume you've set the required stages and triggers, and fine-tuned your sales process with Blueprint. Your team has been followingCommunity Digest - June 2021
Announcements Introducing multi-organisation support with single sign-on in Zoho CRM Find similar records during conversion using unique fields in Contacts and Accounts Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions. Here is aCommunity Digest - May 2021
Announcements We are delighted to announce that Zoho CRM is HIPAA compliant now Trigger automations and other process management actions, during record import Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions, here is a list of 7CRM Hack #7: How to trigger a workflow for imported records?
Hello everyone, It's hack day again! A few months ago, we had one of our users present a case to us. She had set up a product module workflow rule that executed at the time of creation.This workflow also has a time-based action tied to the product saleAsk the Experts - live Q&A discussion on Zoho CRM for Real Estate businesses
Hey everyone, It's been a while since we had an Ask the Experts session (ATE). So, we're excited to kick start this year's ATE with an industry-specific open house. A CRM solution is vital to any real estate business. The real estate industry is alsoSalesInBox Email Issues
I've noticed in the last week that email that I have read and filed in SalesInBox folders, are showing back up in the inbox as not being read. I thought that I may have just forgotten, but started actually writing my tasks to make sure that I'm not mistaken.Tip #28 - Sync your Zoho Mail Calendar with Zoho CRM Calendar
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and easy tip on managing calendars today. If you are using multiple Zoho products, you may be maintaining your calendar in each product. For example, you update your personal events in Zoho Mail, while you maintain your sales events in Zoho CRM. However, note that these two calendars are separate. You may be assuming that these calendars are in sync as they come from Zoho. But justCommunity Digest - April 2021
Announcements Webinar Alert: Register for the upcoming Focus Group webinar series on Widgets 101 - learn how to create widgets from scratch Zoho Marketplace houses more than 500+ Zoho CRM plug and play extensions. Here is the list of 29 new CRM extension added,How to migrate from Zoho CRM API v1 to v2- Guidelines
Hi Everyone, We've noticed a surge in discussions and questions to our support that concern APIs and migrating from the soon-to-be obsolete version to the latest. Those of you who have already got this covered, great! This post is for the uninitiated and helps identify whether your account has an active API usage and if you have to migrate to the latest version. I'm sure many of you must have come across one of these banners in your CRM. As this is an important update, If you are not the CRM administrator,Small Business Heroes: Podcast #1 - Garland Best, a Realtor from Dallas
'Small Business Heroes' is a new podcast series where we look forward to covering stories from small business owners on how they use Zoho CRM to scale their businesses. The first episode is an insightful conversation with Garland Best, a humble, hard-workingCRM Hacks #26: How to search records based on unique IDs in ZOHO CRM
Hello everyone. Zoho CRM provides a powerful API that facilitates integrating CRM with many third party applications. The searchRecords API helps retrieve the records that match a specific criteria. Every record in CRM will have a unique Record ID that gets parsed into the URL while accessing the record. Some of our customers wanted to use the searchRecords API using the Lead ID. Take for example, having a Zoho Creator form that could fetch the required details from the record when the Lead ID isCommunity Digest - March 2021
Announcements Introducing Zoho CRM's V2.1 APIs New enhancements in Dashboards UI and an all new home page view New updates in deal stage and stage probability mapping Multiple location URLs and date picker are now available in Zoho CRM Webforms Announcing fieldSBH Shorts - Interview with Kelly Kuester from Printware LLC
[A spin-off from our regular "Small Business Heroes" podcast series, this interview is in a readable/blog format. Thus, SBH Shorts.] I'm glad to introduce our next guest - Kelly Kuester on our "Small Business Heroes" series. Kelly is a member of MinneapolisZUG Virtual Zoho CRM Meetups - April 2021
We have opened up registrations for the Virtual ZUG Meetups for April 2021. In these meetups, our Zoho experts will discuss a few best practices around email integration with Zoho CRM - how you can setup email integration, an overview of email configurationZUG Virtual CRM Meetups - March 2021
We have opened up registrations for the Virtual ZUG Meetups for March 2021. In these meetups, our Zoho experts will discuss basics of Zoho CRM - how you can setup Zoho CRM, an overview of the effective data management and more. Here are the details ofQuarter 1 - Zoho Community meetups across Australia
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2. CRMSpotlight #4 - Leverage the power of AI to get smart and intuitive lead assignment suggestion
In the fourth edition of our Spotlight series, we're going to discuss a few handy Zia features. Before we put the spotlight on Zia assignment suggestion and its importance, let's take a quick run-through of what Zia actually does. Zia in CRM Zia isCall Schedulling
Hi, I'm testing out Zoho as a CRM and I've brought all my leads I want to schedule calls to for the sales staff. How do I get Zoho to automatically schedule calls for leads I tried using Automation and Workflow Rules but I couldn't get it to work. ThereCommunity Digest - February 2021
Announcements Take a look at the recent update and pricing for Remote Sales Office Introducing Motivator for Zoho CRM: CRM adoption via fun sales Upgrade your telephony extension before February end New enhancements in record sharing, custom views,Small Business Heroes Podcast #5: How Dogs are Winning Over Machines in Mold Inspections!
In our latest episode of Small Business Heroes, we have Georgia Rei with us, talking about her business "Dog Gone Mold". Georgia is the Franchise Development in-charge at Dog Gone Mold and she shares a paw-some story about this mold inspection businessZUG Virtual CRM Meetups - February 2021
We have opened up registrations for the Virtual ZUG Meetups for February 2021. In these meetups, our Zoho experts will discuss email integrations with CRM - how you can setup email integrations, an overview of the email configuration and more. Here areZoho CRM 2021 Overview & Best Practices Webinar Presented By Zenatta Consulting
Join us next Tuesday, February 16, 2021 10 AM PST by registering here The hosts of the CRM Zen Show, a weekly podcast dedicated to Zoho News and product reviews, will discuss feature changes to Zoho CRM 2021 and an overlook at general best practices.Community Digest - January 2021
We hope you find the Community Digest series useful! We like to keep adding to it as much as we can so, if you've got any ideas, feel free to add them in this form here. Your inputs are greatly appreciated:) Announcements Introducing the upcoming customizationCan Zoho CRM plugin for Outlook be set to use default Web Browser?
The Zoho CRM panel in Outlook, all the hyperlinks to Accounts/Contacts/Deals/etc... will only open in Internet Explorer, even though Chrome is my default browser. Is there any way to change this?In spotlight #1 - The all new Import and Migrate functionality in Zoho CRM.
Hello everyone! We are excited to launch the 'Spotlight on CRM' series, yet another in the Community Learning Series, aimed at helping you master Zoho CRM. In this series, we'll showcase a feature that just released or one where we have more of you sending us your queries. Join the Spotlight and share your queries on the feature in focus. A team of product specialists will answer your queries. We'll feature posts in this series on-demand or on the heels of a recent release. The feature in focusZUG Virtual CRM Meetups - January 2021
Thank you, Zoho Community for coming together and braving 2020! Happy New Year! We have opened up registrations for the Virtual ZUG Meetups for 2021. In these meetups, our Zoho experts will discuss basics of Zoho CRM - how you can setup Zoho CRM, anManage your sales pipeline better to build your business
From the time a business acquires a lead, up until they close a deal - either won or lost, it is essential that they keep track of all the stages within the sales pipeline and ensure a smooth flow between them. So what is this Sales Pipeline? It is nothing but a systematic method that one follows to navigate between multiple stages through which a sales prospect goes - from becoming a lead to becoming a customer - and a sales pipeline helps you determine where exactly your opportunities are. Besides,Community Digest - December 2020
Thank you, Zoho Community for coming together and braving 2020! We're grateful to have witnessed the community spirit grow and thrive this year and, look forward to the same in 2021. Happy New Year! Announcements Register here for pre-early access toContact reminders
Looking for help setting up reminders to contact contacts by customer type. Thinking home screen would have a new list every day of 10 contacts or so to touch base with....a daily to do list basically. Cheers,Community Digest - November 2020
Announcements Take a look at the upcoming Blueprint enhancements - Parallel Transitions, Widgets Support and more! Check out the change of flow in creating new Accounts using standard Lookup fields Making first name mandatory for CRM users Zoho MarketplaceChris Kiadii talks marketing technology and implementing automation with Zoho’s suite of apps
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Chris Kiadii is the Founder, Co-owner of Atlanta Freshstart providing home serviceNext Page
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Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpZoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! ProductQ4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions andQ3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
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Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpZoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! ProductQ4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions andQ3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
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