Blog categorized as Real World Zoho

Learn about how we helped a tutoring company fix email visibility across multiple email addresses attached to a record.

Learn about the new Zoho CRM Chart View in Modules. We break down this new feature and tips to help you get started.

Learn how to use AI to summarize your Zoho CRM for faster sales conversions. In this blog we breakdown what it is, how useful it REALLY is, and how to use it.

Learn about Mail Merge Templates in Zoho CRM. We walk through how to set up a Mail Merge Template, how to use it on a CRM record, and pro tip to ensure data accuracy.

Learn how to improve your Zoho CRM blueprints from the Blueprint Queen herself. You will learn how to make your Zoho CRM blueprints reflect your real processes and change your business.

Learn how to schedule virtual meetings from a record in Zoho CRM. We breakdown how to set it up, how to automate it with a blueprint, and who this CRM hack can help out.

Learn how to customize the Users Module in Zoho CRM. We break down how to set it up, how you might configure it, and a real world example to help you see the impact this feature can have.

Learn about Zoho CRM's Global Sets feature and how to set it up in your system. We break down how to create a global set, how to apply it to existing fields, and when to use them.

Learn how to create Zoho CRM Web Tabs to save time and improve efficiency. We give real examples of what to embed into your Zoho CRM Web Tabs and why they're important.

Learn about what Zoho Solo includes, pricing, and who can best use it. If you're a solo-preneuer, this might be the Zoho solution for you.