Master the Art of Zoho Writer: Join Our How-to & Tips Webinar Today!
In less than 15 minutes, join the Zoho CRM webinar with ZBrains Founder, James Converse, to learn about Zoho Writer and its integration with Zoho CRM. The session covers key features and tips to boost productivity.
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 modules.
Document storage best practices and tips on where to find the docs you create.
We’ll also review Writer templates: how to create them, using themes to coordinate with your brand, incorporating images, mapping fields from CRM, and the uses of sub-forms in Writer documents.
Our Zoho Writer How-to & Tips Webinar is just around the corner, and we can’t wait to share all the juicy insider tips with you. Have questions? Don’t be shy, leave them in the comments below!
Register for this on-demand webinar now, or at any time! and learn how to maximize your CRM’s potential. Our experts will share tips and tricks to help you improve your sales, marketing, and customer service processes. Don’t miss this opportunity to take your business to the next level with Zoho CRM. Sign up now!
Easy Zoho Sandbox Setup: Steps in 10 Minutes or Less
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 the sandbox environment, and which don’t at this time.
We show you some methods for populating your sandbox with sample data, or your own data.
At the end, you’ll see how to ship all your sandbox customizations back to production after testing.
It’s important to know that not every Zoho application has sandboxes, so we’re discussing Zoho CRM and Zoho Creator here.
Register now for this on-demand webinar and feel free to leave any questions in the comments or contact us if we can help you with your Zoho sandbox and test environment setup!
Our in-depth webinar on the Zoho commission app shows you just what you can do
It’s a shame that after all the hard work you can do in building and improving different facets of your business – whether through optimizing sales processes, increasing efficiency in operations or fulfillment, or making sure you retain the clients you worked so hard to earn – employee payments tend to be one of the most overlooked, and most inefficient parts of a company. Of course, everyone you employ gets paid. Maybe you even get everyone paid on time, every time. But, how much time do you spent calculating payments or doing manual work to prepare payments so you can be on time?
If you have a complicated commission structure, chances are you spend a lot of time doing just that. Maybe you even have someone who works full-time doing that for you!
Now, we aren’t in the business of putting people out of work, but we do like to help people better their businesses, and that includes making processes more efficient – including commission calculation. To that end, we’ve developed commission calculation software on Zoho Creator that helps do just that.
We’ll be demoing the commission calculator and going through all its various features during a Live Commission Calculator Webinar on June 6th at 10 AM PDT.
What’s so hot about this particular commission calculator webinar?
Aside from the fact that we built this app on Zoho Creator (so it integrates with Zoho CRM and other programs), this commission app is part of a software suite called FieldTech. FieldTech is a software bundle built on Zoho that improves the functionality of Zoho, especially for service, construction, and manufacturing/distribution companies. You don’t have to use all of FieldTech to use this commission calculator. But, if you need to, the option is there – and we consider it a great “gateway” to the FieldTech suite, for those looking to refresh and optimize their business software suite.
Some features we’ll be going over in the webinar:
Calculating commission based on a fixed amount, revenue amount, or profit margin
Spiffs and incentives
Splitting commission between multiple reps or teams
Commission overrides
Commission approvals
Clawbacks or credits for refunds
Sales rep portal for up-to-the-minute commission totals
Emailed commission statements
Integration with Zoho CRM
Integration with Zoho Finance
Stay right there for the Q&A session after the walkthrough!
After we show the features of the commission calculator, we’ll be answering any questions you have about the app. Stay tuned in so you can ask us questions about the app, as well as listen to others ask questions of their own.
