Відео

These vids are very helpful, THANKS. My question.... I have a small sales team with a small customer service team. Unfortunately the naming and information that I have inherited as the VP is not consistent and often redundant as a result. I am looking to have the customer (account) creation done by my CSM. however, how do i allow "leads" to be created by sales and then that lead be converted to account with additional information.

Hi. I do not see "policies" or "insurance" as a tab on my Zoho One CRM. How do I add it?

thanks brother

I notice you have chosen not to include a live video demonstration in this presentation. Given the widely documented performance issues with Zoho Meeting's video quality over the past several years, I am curious whether this was a deliberate choice to avoid showcasing these limitations in real-time.

Question is, how is the Inbox organized? A Shared Inbox? Mail Magnet does not work and the replies are (optionally) sent to the same Inbox, there is no shared Sent items.

I am new to zoho desk,. I have been soaking up as much knowledge as possible via Zoho Knowledge Base and Community, however this has me stumped. I am initiating mock scenarios to test run zoho desk, when my mock contact replies to email sent by agent through zoho desk it generates a separate ticket for the reply.. "Re: [##ticketnumber##]orginal ticket title" How do I keep all emails and communication between contact and agent in original ticket thread?

the questions you mentioned are not answered.

Is this a module your company created or Zoho?

By far the best Zoho CRM video I have seen!!! Extremely helpful! Thank you!

Why do I not have custom actions as an option under instant actions?

Thanks! How does this compare to gohighlevel?

Tank you for be clear and direct to the point!

Will changing the stage names effect existing workflows and historical reports ? Will they automatically udpate if I make a simple change to the naming conventions ?

Great idea 👍

Great video. 👍

Could I hire you for some sessions? I want to fetch over and dialed before the new year

¿Can you automate the reminders? If ( deals stays in qualification) - Remind me everyday until I reject the deal or pass it to qualification

Thanks for the great detailed information.

Thank you, bro!

Nice explanation.

Thankyou for providing this overview and for keeping it so tight. One app you didn’t mention, but I’m hoping has the capabilities to help my business is Learn. We’ve been considering software such as Systemology, Whale and similar to create a company system & process capture - a centralised ‘how to’ if you will. So anyone can capture an internal process on a short video, transcribe it into a documented method as a ‘version one’ and upload it to a centralised portal. This current ‘V1’ process is stored within a categorised framework that can be used to onboard new staff or to refine and develop an improvement to the process. Eventually using a process such as systemology we’d build a fully documented company eco structure that grows and evolves as we grow and build. This is a long way of asking whether we could use the Learn App to create this type of framework that could be used company wide? Or do you know of limitations in capacity that would affect how large this system overview could grow? I think I can see lots of potential with Learn, however I don’t want to start the system & process recording if Learn will become overwhelmed. I’d also like to know if there could then be storage costs we’d need to factor in as the content grows? Your advice would be appreciated, thank you.

paid an account and email doesn't works using this method

This is the best CRM I have ever experienced. Every day I discover something new and more powerful than the day before. This not a paid advertisement. This CRM is the best.

It’s insane that you get 40+ enterprise grade saas products in the suite for the price of 1 or 2 lunches. Individual subscription for 5-10 products separately would cost well over $100…so zoho one complete suite seems like a no brainer. Amazing value for small businesses.

Martin Margaret Taylor Eric Smith Edward

Thanks for the video. I dont understand what is the purpose of the Subject field in the template.

Great video, thank you! Please make more! Cheers.

Hi. I want to stop a contact from getting emails from his account owner. How do I go about it ?

After watching, I still don't get the answer of your 5 questions. It's more like a sale pitch than an explanation.

Great video! Background music louder than presenter so a tad distracting.

Hi Guyz your videos have been helpful; however I have been tasked with creating Automation process around ZOHO CRM and my organization Core Banking application customer details, workflow arround the customer amendment on the core application.

dude, invest in a mic... Had to leave after 20 sec

Hello, I’d love to connect with you as I am setting up our zoho crm and still learning my way around.

Thanks! You cleared up a few things for me.

This video is no longer revelant with the current Zoho CRM. Is there a more updated video? Thanks for your videos.

Great video, thank you!

Where is Zoho Learn?

As a Salesforce admin whos company is switching to Zoho, I can see a lot of similarities...which eases my anxiety of having to learn a new platform!

This no longer works with the newer version of Zoho CRM. I’ve tried every option I can find and none of them work, I’m at my wits end!!

This video was useless to me as it does not match the Zoho set up i already started and appears out of date to the newest version. I was not able to find anything you pointed out.

When I upload a video, I do not get the thumbnail options pop up. And there are no hashtag groups. Is this the standard plan?

Are we able to connect multiple facebook pages in zoho ?

There are many fields in the video you are not allowed to deactivate ! How I can deactivate them?

Hello, were trying to use Zoho expense, to record all our company expenses and use thios to calculate our VAT / Tax, we use this to offset our VAT/TAX bill. When I submit a report in Zoho Books it gets put into Employee Reimbursements, When itry to edit it it has a message saying (Paid through account can be edited only for non reimbursable expenses). Do you know how to change this. Thanks

Hi, Will the emails sent or received on these organisation emails be shared in the differents modules in Zoho ? We are currently synchronizing our Outlook boxes for each users in Zoho, but for now we haven't find a solution to share the mail sent or received with our organisation emails. Thanks for you support!

Great video all in one! Ques - I need a CRM that will upload Whatsapp personal into the CRM - as our leads come through personal referrals only and those chats are key for starting the lead/customer tracking. Is there any crm - zoho or otherwise that would allow our personal whatsapp convos to be uploaded into or CRM automatically? Thanks in advance!

Same question as some others - would love to know what the replacement is since Custom Actions seems to be sunset.

PLEASE STOP USING BACKGROUND MUSIC. Ity would be so much easier to understand you clearly without annoying too loudmusic stractions

Thank you for the informative video. I would like to know more about how I can utilize the Email Template feature to summarize a quote for my customers. It appears that this functionality is not available. Could you please provide further information on this matter? How do you send your estimates to your clients?

Massimo, you are very good at Zoho.