- Видео 213
- Просмотров 328 460
Customerization - Zoho Consultant
Канада
Добавлен 5 окт 2020
Making Your ZOHO Investment Work For You
You selected ZOHO to take your business to the next level. Envisioning a quantum leap in sales, the workflow of key information and business processes moving through your organization, a smooth transition to an online business model.
But it hasn’t come to fruition yet.
We get it! You need to know the most effective way to achieve your goals while not spending all day setting up, configuring and implementing your new business technology. You have a business to run, and you need to get out of the tech grind. You need a partner, a coach, a guide to make this tech investment turn into reality.
Start today with Customerization Zoho Consultants!
We take an agile approach: listen, understand, solve, deploy, test and train. We offer a personalized approach to first understanding your goals and getting at the specifics of your requirements and only when we are all happy with the designed solution and the outcome, will we call it done.
You selected ZOHO to take your business to the next level. Envisioning a quantum leap in sales, the workflow of key information and business processes moving through your organization, a smooth transition to an online business model.
But it hasn’t come to fruition yet.
We get it! You need to know the most effective way to achieve your goals while not spending all day setting up, configuring and implementing your new business technology. You have a business to run, and you need to get out of the tech grind. You need a partner, a coach, a guide to make this tech investment turn into reality.
Start today with Customerization Zoho Consultants!
We take an agile approach: listen, understand, solve, deploy, test and train. We offer a personalized approach to first understanding your goals and getting at the specifics of your requirements and only when we are all happy with the designed solution and the outcome, will we call it done.
Key Challenges in B2B Sales and How CRM Solves Them
Enter CRM systems!
Navigating the world of B2B sales can be daunting. From long sales cycles to managing multiple accounts, the challenges are endless. But what if there was a tool that could simplify your sales process and boost your performance?
In this video, we break down the key challenges in B2B sales and show you how CRM solutions can turn these obstacles into opportunities.
🆘 NEED A CONSULTATION? 🆘
Visit our website - www.customerization.ca/
OUR SERVICES
Fully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation - from the simplest to the most complex - from speedy CRM configuration to integration with your ERP system and data migratio...
Navigating the world of B2B sales can be daunting. From long sales cycles to managing multiple accounts, the challenges are endless. But what if there was a tool that could simplify your sales process and boost your performance?
In this video, we break down the key challenges in B2B sales and show you how CRM solutions can turn these obstacles into opportunities.
🆘 NEED A CONSULTATION? 🆘
Visit our website - www.customerization.ca/
OUR SERVICES
Fully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation - from the simplest to the most complex - from speedy CRM configuration to integration with your ERP system and data migratio...
Просмотров: 684
Видео
Zoho CRM Review 2024: Unleash Your Business Potential
Просмотров 7304 месяца назад
Discover how Zoho CRM can streamline your business processes and boost customer relationships in 2024! This review covers Zoho CRM's key features, pricing plans, pros and cons, and how it can fit your company's unique needs. Whether you're a small business or a large enterprise, learn why Zoho CRM is a top choice for growing businesses. 🆘 NEED A CONSULTATION? 🆘 Visit our website - www.customeri...
Excel vs CRM: Why CRM is the Future for Your Business
Просмотров 6694 месяца назад
Discover the 5 game-changing ways a CRM will streamline your sales and customer management. Goodbye endless spreadsheets, hello easy data access and powerful insights. Get in touch with Customerization’s expert team - www.customerization.ca/ OUR SERVICES Fully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation - from the simplest to the most c...
Level Up Your Gaming Company with Zoho CRM Hacks!
Просмотров 5275 месяцев назад
Level up your gaming business! Discover the Zoho CRM hacks that will give you the winning edge. Learn how to target promotions, personalize rewards, and keep players coming back for more. Get the expert advantage with Customerization - www.customerization.ca/ OUR SERVICES Fully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation - from the simp...
Exclusive Interview: Anton Tchernikovsky on CanadianSME SMB
Просмотров 11 тыс.5 месяцев назад
Join Anton Tchernikovsky, in the latest episode of the Small Business Podcast by CanadianSME Small Business Magazine. Discover the crucial tech tools for SMB growth, the transformative role of AI, and valuable tips for maximizing tech investments and leveraging government support. Don't miss this insightful discussion! 🆘 NEED A CONSULTATION? 🆘 Visit our website - www.customerization.ca/ OUR SER...
Navigating the Top Business Challenges in 2024: How to Overcome Them
Просмотров 5445 месяцев назад
Discover how to navigate the top business challenges of 2024 with our latest video Learn key strategies for overcoming economic uncertainties, technological advancements, and evolving customer expectations. 🆘 NEED A CONSULTATION? 🆘 Visit our website - www.customerization.ca/ OUR SERVICES Fully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation...
5 Key Tips for Picking Zoho Partner for Your Business
Просмотров 5145 месяцев назад
Looking for the best Zoho partner for your business? Our video gives you five simple tips to help you choose. Learn how to check their expertise, industry experience, client reviews, customization skills, and pricing transparency. These tips will help you find a Zoho partner that fits your business needs perfectly. Watch now to make the best choice for your business! 🆘 NEED A CONSULTATION? 🆘 Vi...
Zoho CRM Success Guide: Leads, Prospects, and Clients Explained
Просмотров 5536 месяцев назад
Understand the key stages of your sales cycle with this Zoho CRM guide! Learn the difference between Leads, Prospects, and Clients, and how Zoho helps you manage each step effectively. Get expert tips for tailoring Zoho to your business - contact Customerization today - www.customerization.ca/ OUR SERVICES Fully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle...
ROLLerUP - Zoho One Case Study
Просмотров 4466 месяцев назад
Discover how ROLLerUP, with over 10 years of expertise in custom security shutters, enhanced their business using Zoho One. By partnering with Customerization, they leveraged Zoho Books and Zoho Mail and other Zoho services for tailored solutions that simplify sending estimates, managing accounts, and improving client communication. Learn how Zoho can streamline your projects and boost your bus...
Blazesoft: A Zoho Desk Case Study
Просмотров 6046 месяцев назад
Join Miky Blivas, CEO of Blazesoft, as he reveals how they transformed customer support with Zoho. Explore how this Toronto-based gaming giant improved processes, combined systems, and enhanced customer loyalty. Discover valuable tips for using Zoho to boost efficiency and create memorable customer experiences across your organization 🆘 NEED A CONSULTATION? 🆘 Visit our website - www.customeriza...
Dominate 2024: ZOHO CRM Implementation Checklist Unveiled!
Просмотров 6516 месяцев назад
Get a head start on 2024! This Zoho CRM implementation checklist is your roadmap to business success. Discover the key steps for integrating Zoho into your operations, maximizing its potential, and creating amazing customer experiences. Get expert help from Customerization - Book a call today - www.customerization.ca/ OUR SERVICES Fully utilizing ZOHO’s potential requires specific expertise. Ou...
Choosing the Perfect CX Consultant: Tips and Tricks
Просмотров 5016 месяцев назад
Don't settle for mediocre customer experiences! Learn how to choose the right CX consultant to create happy, loyal customers and build a stronger business. Get personalized help from Customerization - Book a call today - www.customerization.ca/ OUR SERVICES Fully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation - from the simplest to the mos...
How to Use the Cell Phone to Scan Items into Zoho
Просмотров 6167 месяцев назад
Discover how to simplify inventory management with Zoho Inventory's mobile scanning! This guide demonstrates how to use your phone to scan items into Zoho Inventory, eliminating manual data entry and making tracking a breeze. 🆘 NEED A CONSULTATION? 🆘 Visit our website - www.customerization.ca/ OUR SERVICES Fully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle...
Unveiling the Truth: Zoho Mail vs. Gmail Comparison
Просмотров 1,2 тыс.7 месяцев назад
Tired of an email that holds your business back? Discover why Zoho Mail might be the upgrade you need! Get the expert guidance you need from Customerization to make the right choice. Details below - Book a Call Today - www.customerization.ca/ OUR SERVICES Fully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation - from the simplest to the most ...
Ultimate Guide to ZOHO CRM vs. ZOHO CRM Plus vs. ZOHO One
Просмотров 2 тыс.7 месяцев назад
Ready to simplify your business with Zoho, but not sure where to start? Let's explore the best options! From sales tools (Zoho CRM) to enhanced customer support (CRM Plus), or the total business package (Zoho One), there's something for everyone. Book a Meeting with Customerization expert team to get the best system for your business - www.customerization.ca/ OUR SERVICES Fully utilizing ZOHO’s...
Maximize Efficiency: Top 4 Accounting Software for Canadian Businesses
Просмотров 6188 месяцев назад
Maximize Efficiency: Top 4 Accounting Software for Canadian Businesses
7 Ways Zoho CRM Transforms eCommerce
Просмотров 7998 месяцев назад
7 Ways Zoho CRM Transforms eCommerce
The Benefits of Integrating Your eCommerce Website with CRM
Просмотров 6938 месяцев назад
The Benefits of Integrating Your eCommerce Website with CRM
Why Zoho CRM is the Perfect Solution for Startups
Просмотров 6478 месяцев назад
Why Zoho CRM is the Perfect Solution for Startups
Zoho 4 Gaming | Revolutionize Your Gaming Support Team's Work
Просмотров 5168 месяцев назад
Zoho 4 Gaming | Revolutionize Your Gaming Support Team's Work
How Zoho Desk Increased the Support Team Productivity by 50%
Просмотров 5438 месяцев назад
How Zoho Desk Increased the Support Team Productivity by 50%
5 Reasons to Attend Zoholics Austin 2024
Просмотров 8068 месяцев назад
5 Reasons to Attend Zoholics Austin 2024
Boost Your CRM Efficiency: Unleash the Power of Zoho Expense Integrations
Просмотров 88711 месяцев назад
Boost Your CRM Efficiency: Unleash the Power of Zoho Expense Integrations
Uncover the potential of Zoho Expense with Custom Alerts and Field Updates
Просмотров 54411 месяцев назад
Uncover the potential of Zoho Expense with Custom Alerts and Field Updates
Avoid Costly Mistakes: Mastering Expense Workflow with Zoho Expense
Просмотров 55911 месяцев назад
Avoid Costly Mistakes: Mastering Expense Workflow with Zoho Expense
How to Automate Expense Reports in Zoho and Save Time
Просмотров 76811 месяцев назад
How to Automate Expense Reports in Zoho and Save Time
Zoho Expense Budgeting: Edit, Clone, Delete, and Download
Просмотров 49411 месяцев назад
Zoho Expense Budgeting: Edit, Clone, Delete, and Download
Zoho Expense: Budget Creation Made Easy
Просмотров 1,6 тыс.11 месяцев назад
Zoho Expense: Budget Creation Made Easy
Master your finances: Zoho Expense and Zoho Books integration Guide
Просмотров 85411 месяцев назад
Master your finances: Zoho Expense and Zoho Books integration Guide
How to add a custom domain?
great
hola
Far from the “ultimate” guide
Can we change the status color? Because know its all white or orange
Great learning
i am looking to create a email alert defining open and completed task for a particular project . pl. help
i have added zoho slaes iq tracking code to my website but not seeing any vistitors in my dashboard,while my friends are visits the website how to solve this issue
bad audio quality and volume
bad audio quality and volume
I've been trying to figure out how to use your company email for customer support in Zoho Desk for ages. Absolutely impossible. A scam software
Not a good video. Very little explanation of what you're doing. Why are you making a new category? Why name it "new category"? Hard to follow.
this video had NOTHING to do with designing a ticket layout.
Checking
ok - if you choose "zoho email" from the list of email services you're asked for a name, email and a password. In this situation I have my name and email, but what password does it need? I log in with ZOHO's 2FA - therefore I'm already logged into the ecosystem I have never knowingly set up an email password for my Zoho email account I can't get past this, having tried every password I've ever used in the last 35 years Any tips?
Thank you for this. That is a very easy explanation. You made it easy to understand.
what does it mean to be restricted holiday?
why just only 5 filters can be saved?
These graphs are exactly what I'm looking for and want to recreate them. Did you use Zoho Analytics to create these reports or did you make them in the Reports Module in Zoho CRM?
We built this dashboard in Zoho CRM. If you need more help, please drop an email to knowhow@customerization.ca
0:41 how can you view the status for a sub-task in a project? It summarizes all tasks, but how can you view it for a specific sub-task?
Hi there! This report summarizes all the tasks including sub-tasks. If you click to drill down, you will see all tasks with this status, including sub-tasks. Sub-task is generally a task, it has the same features and functionality. I hope this helped!
@@CustomerizationZohoConsultant I used the wrong term, my apologize. I ment task list. If you create a projekt, you can add task-list. I try to view the status (for e.g. completion) of a tasklist under reports.
Really appreciate your professionality in explaining the dependency. Is there any dependency relation between the Task and sub-task? For example, if I have a task that includes 2 sub-tasks. How can I make a dependency between them to ensure that the task won't be closed until the 2 sub-tasks are completed?
Hi! Unfortunately, with the current design, the Parent and Subtasks are closely related to each other, so when you close the Parent task, it reflects in the subtasks too. In other words, a user can't make a dependency to ensure that the Parent task won't be closed until the 2 sub-tasks are completed.
How do I get the link to the form in the first place?
Hi! Here is how you can access the form. 1. First, you’ll need to go to the help center. Go to setup and choose help center in channels, and select access settings. 2. You should be seeing the help center URL on the landing page. 3. Once a customer submits a ticket, they will be redirected to that web form.
@@CustomerizationZohoConsultant Can't I just embed the form in my website ?
HOW TO DELETE SECTION IN TASKS
Here you go: 1. Go to settings 2. Select Customization then tasks 3. And pick the layout or section that you want to remove. 4. Once you have selected your section, remove the fields you see and click save. I hope this helped! If this is unclear to you or if you need further help from us, don't hesitate to reach out.
please make a video fully detailed about this
Hi, we are always happy to help! What exactly do you want to see?
The sound on your video is so low and muted that it's unusable unfortunately.
Thank you so much for bringing this to our attention! We'll make sure to audit all our videos for volume adjustment.
wrong video title: this video does NOT explain how to design a layout
Thank you for your feedback! Rest assured that we’ll look into this and make sure that our future videos reflect what it says in the title. In the meantime, may I know what Zoho desk-related inquiry are you looking to answer? Maybe one of our other videos can help you with it. Or you can always contact us with your questions at knowhow@customerization.ca
Very clear explanation, thank you! I am using the Zoho books integration called Zoho finance. Do you know if the CRM Quotes data automatically transfers to Books?
Thanks for your comment! Native module "Quotes" in Zoho CRM is not synced to Zoho Finance apps. It is better to use Zoho CRM and Zoho Finance integration. In this case you are able to see estimate details in Zoho CRM, but also it will be synced to all Zoho Finance apps (Zoho Books, Zoho Inventory etc)
Does Bigin work with zoho social
Yes it is, but I need to embed the zoho application to my website
For any specific questions, please drop an email to knowhow@customerization.ca :)
𝐩яⓞ𝓂𝓞Ş𝐦
cool, thanks
Welcome!
Wow ☺️ Thanks. Wasn't aware of this before
Interesting
Thanks Max!
Interesting 🤔 thank you!
Helpful tutorial, thanks!
Glad it was helpful!
Good tutorial, thanks 👍
Glad it was helpful!
Very helpful, thank you!
Glad it was helpful!
If this video helped you, please leave a comment below! Also, suggest more topics to create new video tutorial! :)
If this video helped you, please leave a comment below! Also suggest more topics to create new video tutorial! :)
If this video helped you, please leave a comment below! Also suggest more topics to create new video tutorial! :)
If this video helped you, please leave a comment below! Also, suggest more topics to create new video tutorial! :)
If this video helped you, please leave a comment below! Also suggest more topics to create new video tutorial! :)
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⭐ 𝓹𝓻𝓸𝓶𝓸𝓼𝓶
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Thank you for the video!
Glad it was helpful!
Awseome! It's really quick and easy 👍
Glad you like it!
Great video 👍👍
Thank you 👍