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Making Zia Voice Work For You

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Did you know that Amazon is currently working to program Samuel L. Jackson’s voice into all of their Alexa products? Imagine asking your Echo to read you what’s in you shopping cart, and the iconic Mr. L. Jackson let’s you know that there is toilet paper, light bulbs, sneakers, and the complete Blu-ray set of Friends waiting in your cart to be purchased. Technology is wild, isn’t it?Are you hoping that I am about to say that Zoho has programed Sam Elliot or James Earl Jones to assist you with your business deals? Unfortunately no… that’s not an update that the program has developed yet. I wish. But what I am here to say, is that if you aren’t already using Zia to help you with your business, you should be!

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Be A Workflow Pro

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In a previous blog post I spoke about setting up a workflow in Zoho CRM. Any time you can automate a process, I say you should go for it. Automating your work can make for a more efficient work day. You want to work smart, and using workflows allows you to do that. Now once you have some basic tasks automated for you, you can up your game by using these advanced techniques to further your automation skills.

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Office 365: Different Calendar Views in Teams

By Microsoft Office 365, Uncategorized No Comments

Microsoft recently added different calendar views to Teams that really improve the calendar experience.  Speaking of Teams Calendars–an out-of-the-box solution for group calendars has been confirmed and is currently in testing! I am hoping that the new calendar views are also hinting toward the group calendar feature rolling out soon.  In the meantime, check out the new views for your personal calendar below.

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Zoho Creator: How To Get Started

By CRM, Uncategorized, Zoho, Zoho CRM

Back in the day people would build their databases using products like Microsoft Access or Filemaker. This evolved. Now software companies like Intuit makes Quickbase and Zoho makes Zoho Creator. These do the same things with one huge difference: they’re in the cloud.

Because Zoho Creator is a cloud based app creator you can build your own systems completely from scratch in a hosted environment that can then be accessed by whoever you want wherever they are and the app can be integrated into other cloud based applications, particularly Zoho applications.

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Using Zia To Crush Your Competition

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Let me take you back to the year 1996. The World Wide Web was beginning to explode, and a little web butler named Jeeves was taking the Internet by storm. With a few keystrokes you could “ask Jeeves” to help you find anything on the Internet. When I was first introduced to askjeeves.com I thought that he could do anything! Turns out the limitations of Jeeves were great, and it was rendered useless by the global domination of Google. I slowly lost trust on online assistants. If Jeeves couldn’t help me, who could? Then I started using Zoho CRM, and my views on computer based assistants changed. I was introduced to Zia, Zoho’s AI assistant, and since that day, things have been great.

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Using Zoho Books: Is It The Right Software For You?

By CRM, Uncategorized, Zoho, Zoho CRM

There are so many different accounting programs that are out there for your small business. How do you sort through them all? It can be incredibly overwhelming to navigate the landscape of bookkeeping tools and choose one that fits best. When I am looking for software, I am looking for something that is easily integrated with programs I am already using, is user friendly, and is designed well. Zoho Books checks off all of those requirements and more.

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Organizing Zoho CRM Modules Using Tab Groups

By CRM, Uncategorized, Zoho, Zoho CRM

With out of the box, customization, and web tabs available to you in your Zoho CRM, your company could end up with A LOT of modules on your account. This can be overwhelming for some of your employees that don’t need access to every single module you’ve created. Also, what if you are storing some sensitive information in some modules that not every employee needs access too? Zoho CRM has an answer for all of these problems!

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Making Zoho Inventory Work For You

By CRM, Uncategorized, Zoho, Zoho CRM

How to use Zoho reportingWhen your business revolves around selling goods to consumers, the most important thing is managing those goods! Zoho Inventory makes that a very easy task. So why use an inventory management system? Savings! When you have an inventory management system, you can greatly reduce your company’s carrying costs. If you are able to keep track of how much inventory you have, what you need, and what you have in overstock, you can move your inventory quickly and easily. So why use Zoho Inventory as your management system? Here are five reasons why…

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Tips for Zoho Custom Modules

By CRM, Uncategorized, Zoho, Zoho CRM

Zoho Creator HelpZoho has many great out of the box modules. But sometimes businesses may find that they want to customize the content of those modules, or even create new modules all together. One of the things that make this program so create is that Zoho allows you to customize modules to meet you needs. This process can be a little tricky, so here are some tips to navigate through Zoho Custom Modules.

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