Blog categorized as Zoho Tips n Tricks

Automating Sequential Emails Using Zoho CRM Cadence

Automating Sequential Emails Using Zoho CRM Cadence
The 'Cadence' feature in Zoho CRM allows you to setup a sequential stream of communications to automate various aspects of your business processes.

Annotator Function on Zoho Meetings for Better File Collaboration

Annotator Function on Zoho Meetings for Better File Collaboration
The new annotator function on Zoho Meeting helps to improve remote file collaboration between teams using Zoho Meeting.

Zoho Breakout Rooms for Zoho Meeting

Zoho Breakout Rooms for Zoho Meeting
Zoho Meeting enhancements allow small group collaboration during an online meeitng.

Junk In Junk Out

Junk In Junk Out
A CRM system is only as good as the users who use it and the data they key in. This blog details how to avoid 'junk in, junk out' in your Zoho CRM platform...

Tips for Giving an Effective Webinar

Tips for Giving an Effective Webinar
Use these tips and trics for more effective online meetings and webinars

Email Automation Using Zoho Campaigns

Email Automation Using Zoho Campaigns
Zho Campaigns email automation can be used with Zoho CRM for improved lead follow up

Present Online Courses and Presentations Under your Own Business Domain

Zoho ShowTime is an online training course and presentation app from Zoho that allows you to present training courses, proposals, presentations and other media to prospects, customers, trainees, students and others.


The latest feature of Zoho ShowTime is that you can now configure the domain settings...

What is CRM?

CRM software has been around since the 90s but even though many users understand the need for CRM software in their Sales, Marketing and Support process and even claim to know what CRM software is and how it should be used, they often do not understand the complexities and modules within a CRM syste...

Configuring Outlook with Zoho Mail - IMAP

In the second of our 'how to' blogs for setting up Outlook and Zoho Mail, we will deal with IMAP setup.


Zoho Mail is an all encompassing business email software platform from Zoho that integrates to many other Zoho office apps.


Zoho have created the video below to show how to setup Outlook with Zoho...

Configuring Outlook with Zoho Mail - POP

Zoho Mail is a business email app from Zoho that offers a full suite of email functionality and more, such as calendaring, tasks, contact management, notes and bookmarks and 'night mode' for you night owls out there who like to check your email at night!


In addition, Zoho Mail offers nifty streaming...

Advanced Application Building in Zoho Creator

Here is the third of three webinars for Zoho Creator: Advanced Application Building.

Contact Us

For more information on Zoho Creator and ideas on what Zoho Creator can do in your organisation, please contact us here.

Configuring Custom Workflows in Zoho Creator

Here's the second in a series of three webinars on Zoho Creator.


This one is on 'Configuring Custom Workflows'.


Enjoy!

Zoho Creator: Getting Started

We thought we should publish these excellent  videos from the Zoho Creator team which are videos of their recorded webinars on how to use Zoho Creator.


We're loving Zoho Creator, what a powerful app... for building apps! 


The videos are perfect for non technical users, we found them very us...

Using Project Templates in Zoho Projects

Building on from the last blog on using Task and Task List templates, the next step is to make templates of the whole project.


This is something that is common place when working in one vertical for example, whereby your projects consist of the same sort of milestones, same tasks each time.


You can ev...

Task and Task List Templates in Zoho Projects

Creating tasks is already pretty quick in Zoho Projects but there comes a time when a project manager will need to add similar, frequently occurring tasks on similar projects and then you want to do this as quickly as possible to minimise admin time.


An example may be if you are a web design company ...

Integrated Project Management with Zoho Projects

Zoho Projects integrates with Zoho CRM allowing you to create and access projects from the CRM once the sale has been won... Here's how:

Contact Us

Contact Mangoho to discover how Zoho Projects can be of use to your business.


We offer competitive rates for implementation Zoho support and Zoho trainin...

Managing Milestones, Task Lists and Tasks in Zoho Projects

Wondering how to best use the Milestone and Tasks modules in Zoho Projects?


Here's a neat video from Zoho on how to manage those Milestones, Task Lists and Tasks from within Zoho Projects.

Next

Integrated Project Management with Zoho Projects...

Getting Started in Zoho Projects

We thought we would run a series of video blogs on one of Zoho's most popular small business apps, Zoho Projects.


This first short video from Zoho explains how to get started, including basic concepts and how to setup your first project...

Do Mass Updates on CRM Data Using the Zoho Sheet View

Do Mass Updates on CRM Data Using the Zoho Sheet View

In running with our blog theme of offering you various Zoho 'Tips and Tricks' I though this simple, little known, but highly useful function would be well received, the Zoho Sheet View.


Picture it: You have a load of leads that you want to update on mass, you cannot use the Mass Update Leads tool tho...

Attach Voice Notes to your Zoho CRM Records with iPhone and Android Devices

Attach Voice Notes to your Zoho CRM Records with iPhone and Android Devices

Just a short blog to describe a feature that has been around almost for a couple of years now, but many people do not seem to be aware of.

It is the Zoho CRM voice note app for iPhone and Android devices. 


So the scenario is that you are not in a position to take down notes but you can record vo...