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03 August 2022

Zoho CRM and Analytics Reporting: A Quick Run-Through

By: DarcieCategory: Zoho Analytics, Zoho CRM, Zoho CRM, Zoho Reports, Zoho Reports Comments: 0

Of all the advantages of using Zoho, one of the most compelling is the platform’s simple, yet in-depth reporting applications.

Depending on what you need to report on, you may find that the basic reporting options built into Zoho CRM suffice. Alternatively (or, additionally), you can tap into the power of

13 July 2022

Choosing the Right Zoho App or Module for Your Marketing Campaign

By: DarcieCategory: Zoho Campaigns, Zoho Campaigns, Zoho CRM, Zoho CRMLast Updated: July 20, 2022 Comments: 0

We get this question all the time at ZBrains: what is the difference between Zoho CRM Campaigns, Zoho Campaigns, and Zoho Marketing Automation?

Although the names of these apps and modules are all quite similar, each has its own unique strengths. Let us take a closer look at how to use

06 October 2021

Zoho Updates, New Features, and Issues | October 2021

By: DarcieCategory: Certified Zoho Consultants, Zoho Bugs, Zoho CRM Comments: 0

Hello and welcome back to the Zoho Updates October 2021. In the past month, Zoho CRM has released a number of notable updates and improvements. In this digest you’ll find time saving new features, how CRM is making user experience better, and how Zoho Desk is making the ability to

23 September 2021

Zoho Writer: How-to & Tips Webinar

By: DarcieCategory: Certified Zoho Consultants, Zoho CRM, Zoho Sign, Zoho Writer Comments: 0

In less than 15 minutes, ZBrains Founder, James Converse shares Zoho Writer as it relates to Zoho CRM. The session includes information on:

How to use Writer and Zoho Sign to collect signatures on your quotes and other business documents.
You’ll see how to relate your Zoho Writer templates to

16 September 2021

What you should know about CRM Adoption

By: DarcieCategory: Certified Zoho Consultants, Zoho CRM Comments: 0

Is Your CRM Working for YOU?
Here’s what you should know about CRM adoption, to ensure that you are maximizing this tool.

It can be difficult, overwhelming, and time consuming for users to learn a new CRM system, and sometimes that’s even after training. Most organizations spend months or longer researching and

10 September 2021

Zoho Sandboxes in 10 Minutes or Less

By: DarcieCategory: Certified Zoho Consultants, Zoho BugsLast Updated: September 15, 2021 Comments: 0

In this quick webinar, ZBrains Founder, James Converse shares how sandboxes work, how to avoid common pitfalls, and briefly reviews how to set up Zoho sandboxes.

First, we’ll show you how to set up a sandbox test environment in Zoho CRM.
You’ll learn which functionalities from production exist in

02 September 2021

Zoho Updates, New Features, and Issues | September 2021

By: DarcieCategory: Certified Zoho Consultants, Zoho Bugs, Zoho CRM Comments: 0

Welcome back again to your Zoho Updates September 2021. In the past month, we’ve seen a number of improvements across Zoho Books and Zoho CRM. In this digest you’ll find time saving new features, how CRM is making user experiences even more customizable, and how Zoho Desk is making the

04 August 2021

Zoho Updates, New Features, and Issues | August 2021

By: DarcieCategory: Certified Zoho Consultants, Zoho Bugs, Zoho CRM Comments: 0

This month, we saw just a handful of new features and improvements in our Zoho Updates August 2021. These are primarily for Zoho CRM and Books, and there were a few bug fixes in Creator. We think you might be interested in the update regarding Zoho CRM attachments, and its

23 July 2021

Should You Be Outsourcing Your Zoho Administrator?

By: DarcieCategory: Certified Zoho Consultants Comments: 1

How to Find the Right Zoho Partner for Outsourcing Administrative Work
Should you be outsourcing your Zoho administrator duties? The pros and cons of outsourcing have been discussed for years, some of the benefits being you don’t have to hire, onboard, or train; you get the advantages of a larger pool

01 July 2021

Zoho Updates, New Features, and Issues | July 2021

By: DarcieCategory: Certified Zoho Consultants, Zoho Bugs, Zoho CRM Comments: 0

Welcome to Q3, and your Zoho Updates for July 2021! With the first half of the year at a close, we are sharing just a few notable updates this past month from Zoho including on-premise Zoho Creator options, Microsoft-BI Integration, and multi-org sign in for CRM.
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