- Видео 63
- Просмотров 56 441
Ardento
Добавлен 24 фев 2015
ERP, CRM and Payroll business software experts. Focusing on Digital Transformation, Zoho, MYOB Advanced, KeyPay
Whats New In Zoho CRM 2024 Webinar Recording
Join us for a review of new and upcoming features in Zoho CRM.
These features are up and coming, in early access or have been released in the last 6 months.
00:00 Intro
05:58 QR Codes on Webforms
08:58 Rich Text Fields
11:33 Record Export Changes
13:25 Multiple Kanban Views
15:10 Canvas on Record Edit
19:00 Cadences
24:03 Kiosk Studio
33:57 CRM For Everyone New UI
39:51 Filter By Related List
41:55 Inline Subform Edits
42:16 Dynamic Lookup Filters
47:52 Takeaways from Zoholics Austin
These features are up and coming, in early access or have been released in the last 6 months.
00:00 Intro
05:58 QR Codes on Webforms
08:58 Rich Text Fields
11:33 Record Export Changes
13:25 Multiple Kanban Views
15:10 Canvas on Record Edit
19:00 Cadences
24:03 Kiosk Studio
33:57 CRM For Everyone New UI
39:51 Filter By Related List
41:55 Inline Subform Edits
42:16 Dynamic Lookup Filters
47:52 Takeaways from Zoholics Austin
Просмотров: 296
Видео
Understanding the Zoho CRM Sync with Zoho Campaigns
Просмотров 1813 месяца назад
Updated July 2024 One of the most commonly misunderstood parts of Zoho Campaigns is the synchronisation of data from Zoho CRM. The sync functionality has changed in recent months and its worth refreshing your understanding of this important function. Its the reason why pairing Zoho Campaigns for email marketing with Zoho CRM is a smart choice!
About Ardento
Просмотров 1315 месяцев назад
Two long time mates and business partners who are passionate about cloud technology and helping businesses grow with Zoho!
Zoho Developer Series - Calling A Zoho Deluge Function From Another Function
Просмотров 1866 месяцев назад
Did you know that you can now use a single line of Deluge code in order to invoke other functions inside your Zoho CRM? This short tutorial will show you how to save time and make your deluge code more efficient by showing you how to call a function from within another function.
Mastering Reporting in Zoho Webinar Recording
Просмотров 877 месяцев назад
A recording of our live webinar from February 2024. Learn about the reporting options available to you in the Zoho platform as well as live demos of reporting across Zoho CRM & Zoho Analytics. 0:00 Intro 03:35 Identifying your audience 05:11 Identifying your data source 06:37 Understand what you are reporting on 08:13 Zoho subscription options for reporting 10:55 Zoho CRM Reporting Strengths & ...
5 Exciting New Zoho CRM Features To Use in 2024!
Просмотров 1 тыс.7 месяцев назад
5 Exciting New Zoho CRM Features that you will absolutely want to explore in 2024! 00:00 Intro 00:38 Webforms & QR Codes 03:32 Subform Row Specific Aggregation 06:50 Workflow Rules with Zoho Flow Actions 10:09 Data Export Improvements 12:20 Email Creditability Report
How to backup Zoho WorkDrive using ManageEngine
Просмотров 2308 месяцев назад
ManageEngine RecoveryManger Plus by Zoho Corp have recently added a connector for Zoho WorkDrive. This provides a simple and cost effective way of backing up all of your important data and files you have stored in Zoho WorkDrive. www.manageengine.com/ad-recovery-manager/
Leveraging SMS Webinar - October 2023
Просмотров 71Год назад
SMS / Text Messaging is a proven and powerful way to communicate with your team, customers, suppliers and prospects. In this webinar we cover integrated SMS features for Zoho CRM, Campaigns & Desk with our special guests @MessagemediaAus 0:00 Intro 4:05 Why SMS in business works 7:32 SMS in Zoho CRM 24:06 SMS in Zoho Campaigns 29:55 SMS in Zoho Desk 32:14 Message Media Portal
Ardento Developer Interview
Просмотров 38Год назад
Callum Rosewarne-Reece speaks on his experiences working with and developing on the Zoho platform.
Automate Your Marketing With Zoho Webinar Series - Part #1
Просмотров 115Год назад
Join Sam Daynes & Milla Medeiros for a live webinar where they dive into automating your marketing activities with Zoho. Lots of great content for new and veteran Zoho users! ✅ Learn about the various marketing application in the Zoho platform ✅ Uncover tips & tricks when building out your marketing automations ✅ Deep dive into advanced workflows within Zoho Campaigns. 0:00 Intro 2:24 What Opti...
Standardisation Leads to Automation
Просмотров 52Год назад
Standardisation leads to Automation ⏩ ⏩ ⏩ As your business grows, chances are your process will become more complex and disparate. This type of complexity is the enemy of automation! You may need to look at how your processes can be standardised before you commit too many resources to developing automation.
Training Is Not Change Management
Просмотров 60Год назад
When implementing new software into your business its likely that you have planned for training. But have you considered the wider change impact? Training is just a small part of change management and there is a lot you should consider before training your team.
Automate The Sales Order Process in Zoho Inventory
Просмотров 1,6 тыс.Год назад
Use the automate sales order process option in Zoho Inventory to rapidly complete the package, shipment and invoicing processes. Huge time saver! 0:00 Intro 2:28 Recapping the normal sales order process 4:58 Enabling the option in preference 8:15 Demonstration of the sales order automation www.ardento.com.au/contact/
Software in business really only exists for two key reasons.
Просмотров 28Год назад
Software in business really only exists for two key reasons. ✅ To save time through automation and efficiency ✅ To enable better decision making through data visibility and analytics If you are embarking on a digital transformation project, ask yourself how the technology is delivering these two outcomes. #CRM #ERP #cloudstrategy #digitaltranformation
Amazing New Features in Zoho CRM 2023
Просмотров 764Год назад
Amazing new features coming to your Zoho CRM system soon! These features are in a phased release so check your system for updates. 0:00 Intro 0:40 Record Locking 4:26 Add Field From Lookup 6:41 Rollup Summary Fields 8:51 Filtered Lookup Fields
Using Matrix Items in MYOB Advanced / Acumatica
Просмотров 1942 года назад
Using Matrix Items in MYOB Advanced / Acumatica
MYOB Advanced 2021.2 User Interface Tips
Просмотров 1522 года назад
MYOB Advanced 2021.2 User Interface Tips
Making the most of your digital transformation in 2022
Просмотров 1312 года назад
Making the most of your digital transformation in 2022
MYOB Advanced - Creating Simple Invoice Reminders Using Business Events
Просмотров 3273 года назад
MYOB Advanced - Creating Simple Invoice Reminders Using Business Events
Implementing Zoho CRM Like A Pro - Part #2 - Advanced Fields & Modules
Просмотров 2693 года назад
Implementing Zoho CRM Like A Pro - Part #2 - Advanced Fields & Modules
Implement Zoho CRM Like A Pro - Part #1 Customisation Basics
Просмотров 5783 года назад
Implement Zoho CRM Like A Pro - Part #1 Customisation Basics
Top Software Implementation Project Risks
Просмотров 2123 года назад
Top Software Implementation Project Risks
Zoho CRM Canvas Design Studio - Preview
Просмотров 7973 года назад
Zoho CRM Canvas Design Studio - Preview
I don't have the "new sync" button. What do you recommend?
Can you dive deeper into CSS and Zoho Landing?
great idea! stay tuned
Do you know how to access campaigns on the app?
Beautifully explained
I've connected zoho campaigns with zoho landing page. But i don't understand the flow of how i can send the form data to zoho campaigns directly
From the Integrations settings page you can select Zoho Campaigns and insert any form submissions into a Zoho Campaigns list.
Ardento provided an exceptional work environment during my tenure of more than three years. The CTO, Branko, demonstrated a commendable combination of kindness and open-mindedness, while Sam exhibited remarkable expertise in CRM. I highly recommend Ardento as a company to work with.
Does it come under Zoho one plan? Or should we pay for it separately. Thank you very much for the video
Its not currently part of Zoho One unfortunately, but it may be added in the future.
@@ardento3397 Just a quick update, today, I got a mail from Zoho that Zoho landing page is a part of Zoho one but yet to be incorporated under the Zoho one UI I am a Zoho one user and had trouble accessing it. I mean it was showing me that I am on a free trial. But after contacting the customer care, they have extended my free trial by 6 months. So I feel within next 6 months there is a good chance that we can access it under Zoho one admin panel.
@@ardento3397 Just a quick update, today, I got a mail from Zoho that Zoho landing page is a part of Zoho one but yet to be incorporated under the Zoho one UI I am a Zoho one user and had trouble accessing it. I mean it was showing me that I am on a free trial. But after contacting the customer care, they have extended my free trial by 6 months. So I feel within next 6 months there is a good chance that we can access it under Zoho one admin panel.
@@ardento3397 Actually, it is. I have Zoho One and do have access to it, but limited
Is there a fee to use Zoho Landing Page?
There is a free edition and paid edition available
@@ardento3397 I just created a new account and get 14 days of free use, but when I go to create a website name, I can't create an error message, can you help me?
nice
nice
*Promo sm*
Thank you, I’m really interested in Zoho but hesitant to choose it over Xero as my accountant suggested Xero, but finding an automation that ties in to inventory like this has been hard.
Hi M. Yes it certainly is a big decision. happy to chat further about what Zoho solution might look like. Feel free to email hello@ardento.com.au
This is great! I would love to use this except that 95% of my orders are all drop ship vs shipping out of my van warehouses. My sales team doesnt do enough orders off the truck to make the extra step of clicking "cancel" worthwhile for the ordering team though. We'd be pressing cancel or override more than the automate process option. Do you know if there is a way to automate the dropshipment to bill to payment process? That would be killer for my ordering and fullfillment team.
I want to start a LMS portal for vocational courses. This will be paid courses. The candidates who complete the course and score required marks will be awarded with the Digital Certificate. The courses will be paid in advance. Can we automate entire course management with Zoho Learn ?
Currently Zoho Learn is more for internal workforce training rather than external published courses
Awesome video Sam, keep up the great content!
Thanks Addison!
Thank you for sharing, what if the ERP is not flexible enough to address the complexity! how to make sure it address the complexity. Because the experiment of trying ERP runs for years and lot of money! Gone by the time we realize the ERP cannot address it!!
Can you add chapters to make it easier to find things of interest?
Hey Craig, I think we can get onto that for you!
A great video. Thank you Sir!
Thanks for watching!
So will the Zoho CRM app’s contact info automatically be seen on the Zoho Campaign app’s contacts and vice versa? Or do I need to do something? Or are the contacts on each module independent?
Hi Mark, Zoho CRM and Zoho Campaigns contacts are shared if you have setup a Sync within Zoho Campaigns.
good video! I showed it to my students in my project management class.
Thanks Eve! Glad you found it useful!
Thank you for this!!!
com esto puedo recibir y enviar coreos de mi cuenta de zoho mail a outlook ?
Hi Brayan, my Spanish is not very good, but I believe you are asking if you send and receive emails through Zoho CRM via outlook. This plugin is only for filing email. You can configure POP or IMAP integration or Office 365 for sending and receiving email via Zoho CRM. help.zoho.com/portal/en/kb/crm/integrations/microsoft
@@ardento3397 gracias creo q la configuración de pop o imap es de pago cierto?
@@brayangutierrez2058 Do you have a Office 365 account currently?
very poor audio, unfortunately might be a good video
Thanks for the comment George, we'll be sure to upload some new videos soon with new recording equipment
Very useful and information
hey, can zoho have a android easy interface where i can make calls out of zoho crm (desktop) - but it syncs straight to my phone...so i am actually calling out of my phone, so i can still keep my telstra or optus plan, and use that plan for pricing ect?
Not defining a scope is dangerous and can completely destroy projects. Keeping on churning and churning with no finish line causes a mess.
absolutely right !
Thanks for the video. When sending an email notification you left the "name" field empty. Is that just to identify the name of the step? Or is it the name of the person the email will be from? When I go to fill it in, it is trying to autocomplete with my name and email address, adding my email to the additional recipients.
Thanks for the comment. The name field just represents the sender's name. It can be left blank.
Great video
thanks for the video no body was able to explain how to download plugin and install it
Hey, thx for this video. I work with the Zoho Blueprint since a few month now and ran into all the problems you pointed out. I was thinking...my Blueprint gets more complex every week. Should we separate the Blueprint into smaller Blueprints in one Module to get "more" commen transitions? Is this something you do with more complex businessprocesses? Cheers
Looking forward to see this in action! Well done Sam
Thank you for the video . Please help by posting more such videos w.r.t netsuite integration using restlets or some middleware
How did you access the NetSuite IDE? I have all admin rights and such to my Netsuite account but can not figure out how to get the IDE to follow along with you! Thank you for this video and for the potential response.
You could actually just use Notepad++ as a text editor to follow along and then upload the script manually. Customization>>Scripting>>Scripts>>New
Found that the eclipse-based SuiteCloud IDE is available for download through the Help Center. Just search SuiteCloud IDE and you will get all the steps on how to install and set it up. Cheers!