Blog categorized as Real World Zoho

Learn how to use Canvas view in your Zoho CRM and whether its right for you. We walk through all the features and benefits of Zoho Canvas View.

Learn about Zoho CRM's calendar settings and how to avoid losing key sales meetings as you grow your business.

Learn how to turn your Zoho CRM dashboards into a ready to go slide deck.

Learn how a car repair shop doubled its front desk efficiency using Zoho CRM Kiosk Studio. We break down how they used this feature, and whether or not it could be right for you.

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.