- Видео 85
- Просмотров 115 282
SuccessFULL Solutions
США
Добавлен 9 мар 2019
Our channel is dedicated to educating business professionals on ways to customize and automate business processes. We offer training on automating processes such as Sales, Marketing, HR, Accounting, Operations and Customer Retention. Follow us for ways to improve your system regardless of your choice of cloud CRM software. We aim to add value to you and your team however we can.
How to Create Blueprints in Zoho CRM | SuccessFULL Solutions
A blueprint is used to guide users through the actions that should be taken within a process of statuses or stages. This is great for restricting the options that should be available with each step. I will show you how to create a blueprint for Lead Nurturing in this tutorial.
Get the support you need to reach your goals and grow your business into a powerhouse. SuccessFULL Community is a space designed to guide you through the steps to establish, automate and grow your business. To join, go to: www.successfullsolutions.com/connect
Test out our Chatbot/Zobot on one of the following social media platforms by sending a private message (just say "Hi") to our A.I. personality, Kallie
IG: instag...
Get the support you need to reach your goals and grow your business into a powerhouse. SuccessFULL Community is a space designed to guide you through the steps to establish, automate and grow your business. To join, go to: www.successfullsolutions.com/connect
Test out our Chatbot/Zobot on one of the following social media platforms by sending a private message (just say "Hi") to our A.I. personality, Kallie
IG: instag...
Просмотров: 1 032
Видео
What is Zoho Solo? | SuccessFULL Solutions
Просмотров 3808 месяцев назад
Zoho Solo is a simplified toolkit for solopreneurs. Watch as I explore Zoho Solo and give you a peek inside the app. Get the support you need to reach your goals and grow your business into a powerhouse. SuccessFULL Community is a space designed to guide you through the steps to evolve your business. To join, go to: www.successfullsolutions.com/connect Test out our Chatbot/Zobot on one of the f...
Automate Your Employee Onboarding Process in Zoho People
Просмотров 2,3 тыс.9 месяцев назад
Are you manually onboarding employees? Did you know that you can set up an Onboarding Flow within Zoho People that will automate the entire onboarding process for your new team members? This video will show you where to find this useful feature. If you'd like more in-depth training, become a Streampath Member to have access to our online academy "SuccessFULL Learning" and search for the course ...
Gain and Retain Customers Using 9 Types of Email Campaigns | SuccessFULL Solutions
Просмотров 34Год назад
Gain and retain customers using one or more of 9 email campaigns. In this video, you will learn about 9 types of emails that can help you engage or stay engaged with your subscribers. Interact with our Chatbot/Zobot on one of the following social media platforms by sending a private message (just say "Hi") to our A.I. personality, Kallie IG: successfull_startups FB: su...
4 Creative Ways to Showcase Lead Magnets for Lead Generation | SuccessFULL Solutions
Просмотров 25Год назад
A lead magnet is a free service or item that is given in exchange for contact information. Some examples include ebooks, checklists, newsletters, free trials , video content and free consultations. In this video, we are going to discover 4 ways to promote your Lead Magnets for Lead Generation. Subscribe to this channel for more guidance as you build your small business. Test out our Chatbot/Zob...
What is Zoho Pagesense? | SuccessFULL Solutions
Просмотров 838Год назад
You can see what your potential customers may see when they visit your website, but you need to KNOW what they actually see. Zoho PageSense helps you record and view your customers' website visits so that you can make informed business decisions to boost your website's conversions. To learn more, watch the full video now! Join our community of Zoho users where you will learn how to maximize the...
How to Sync your Zoho Calendar with your iPhone Calendar | SuccessFULL Solutions
Просмотров 1,6 тыс.Год назад
Here's how to sync your Zoho Calendar with your iPhone calendar. You'll be able to access all your work and personal schedules in one place, so you can stay on top of everything. Watch now! Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request access here: www.successfullsolutions.com/connect Get our free ebook! 'A Simple Guide to Customizing...
What is Zoho Subscriptions? | SuccessFULL Solutions
Просмотров 545Год назад
Your business is growing. Your customers are interested in your subscription service, but you're not sure how to track it all! Zoho Subscriptions is perfect for subscription billing. Watch now! Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request access here: www.successfullsolutions.com/connect Get our free ebook! 'A Simple Guide to Customi...
What is Ulaa? | SuccessFULL Solutions
Просмотров 137Год назад
Learn about an exciting new browser from Zoho - Ulaa. Ulaa is a privacy-centered browser that offers users an ideal experience for focused browsing and hassle-free personal information security. Get away from high-risk cybersecurity threats and invasions of privacy, and use Zoho Ulaa now! Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request ...
What is SuccessFULL Community? | SuccessFULL Solutions
Просмотров 49Год назад
Here's what to expect when joining our community: ✅Collaborate with other Zoho Users ✅Learn Zoho Hacks from Expert ✅Get Free Access to Zoho-related Webinars You will learn how to maximize the use of your Zoho System! Register now: www.successfullsolutions.com/connect
Zoho One: Why should small businesses use Zoho One? | SuccessFULL Solutions
Просмотров 951Год назад
Zoho One provides a cost-effective solution for small businesses by offering access to most of its applications under a single subscription plan. Watch this video and learn what's best for your small business. Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request access here: www.successfullsolutions.com/connect Get our free ebook! 'A Simple ...
What is Zoho Desk? | SuccessFULL Solutions
Просмотров 51Год назад
Zoho Desk is an all-in-one customer service software that helps you simplify customer service operations, improve agent productivity and deliver lasting customer experiences. Watch now! Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request access here: www.successfullsolutions.com/connect Get our free ebook! 'A Simple Guide to Customizing a S...
Zoho CRM Plus: A Complete Suite of Business Growth Tools | SuccessFULL Solutions
Просмотров 196Год назад
Say goodbye to fragmented customer data and hello to seamless integration across all your business operations with Zoho CRM Plus. This is one platform you won't want to miss if you're serious about taking your business to the next level. Try it out today and see for yourself why Zoho CRM Plus is the ultimate choice for modern businesses! Join our community of Zoho users where you will learn how...
What is Zoho Tables? | SuccessFULL Solutions
Просмотров 875Год назад
We're really excited about Zoho Tables and thought we'd give everyone a sneak peek before the application is officially launched by Zoho. Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request access here: www.successfullsolutions.com/connect Get our free ebook! 'A Simple Guide to Customizing a Simple System Using Zoho' www.howtobuildacrm.com/...
What is Zoho Projects? | SuccessFULL Solutions
Просмотров 225Год назад
Are you tired of managing your projects with a cluttered and confusing system? It's time to switch to Zoho Projects. This comprehensive project management tool offers everything you need to plan, track, and collaborate on projects with ease. Try it out today and take the first step towards streamlined project management! Join our community of Zoho users where you will learn how to maximize the ...
How to Navigate the SuccessFULL Community Zoho Connect Network
Просмотров 127Год назад
How to Navigate the SuccessFULL Community Zoho Connect Network
What is Zoho Assist? | SuccessFULL Solutions
Просмотров 497Год назад
What is Zoho Assist? | SuccessFULL Solutions
What is Zoho Social? | SuccessFULL Solutions
Просмотров 494Год назад
What is Zoho Social? | SuccessFULL Solutions
10 Challenges Every Entrepreneur Will Face (And How to Overcome Them!) | SuccessFULL Solutions
Просмотров 45Год назад
10 Challenges Every Entrepreneur Will Face (And How to Overcome Them!) | SuccessFULL Solutions
5 Business Books You Should Read | SuccessFULL Solutions
Просмотров 16Год назад
5 Business Books You Should Read | SuccessFULL Solutions
10 Businesses Ideas You Can Start Online | SuccessFULL Solutions
Просмотров 17Год назад
10 Businesses Ideas You Can Start Online | SuccessFULL Solutions
8 Business Industries That Are Growing | SuccessFULL Solutions
Просмотров 64Год назад
8 Business Industries That Are Growing | SuccessFULL Solutions
How to Use CRM Campaigns for Mass Email/Marketing | SuccessFULL Solutions
Просмотров 264Год назад
How to Use CRM Campaigns for Mass Email/Marketing | SuccessFULL Solutions
How to Transform your Passion into Business | SuccessFULL Solutions
Просмотров 25Год назад
How to Transform your Passion into Business | SuccessFULL Solutions
What is Zoho SalesInbox? | SuccessFULL Solutions
Просмотров 361Год назад
What is Zoho SalesInbox? | SuccessFULL Solutions
Top 5 Reasons Why Businesses Fail | SuccessFULL Solutions
Просмотров 64Год назад
Top 5 Reasons Why Businesses Fail | SuccessFULL Solutions
Create Social Media Templates using Canva | SuccessFULL Solutions
Просмотров 27Год назад
Create Social Media Templates using Canva | SuccessFULL Solutions
Technology Tools That Helps with Business Growth | SuccessFULL Solutions
Просмотров 20Год назад
Technology Tools That Helps with Business Growth | SuccessFULL Solutions
Business Ideas That You Can Start For Cheap | SuccessFULL Solutions
Просмотров 20Год назад
Business Ideas That You Can Start For Cheap | SuccessFULL Solutions
What is Zoho Assist? | SuccessFULL Solutions
Просмотров 5 тыс.Год назад
What is Zoho Assist? | SuccessFULL Solutions
Excellent the way you explain, step by step easy to follow.
Glad it was helpful Elizabeth!
Thank you for creating the ebook
You are most welcome 😀
Thanks for the update. Could you tell me whether Zoho CRM Plus has a preconfigured link with each of its apps, so they each share the same core information as it’s entered? I’m also interested in whether it can be used as an upgrade to the CRM in Zoho One?
Whether you're using the standalone Zoho CRM, Zoho CRM Plus or Zoho One, the database behind the CRM is the same. You can get to any Zoho app by typing in the URL [app name].zoho.com - regardless of which bundle you're using. So for the CRM, you'll go to crm.zoho.com. Zoho CRM Plus and Zoho One are upgrades from the CRM standalone app. I hope this answers your questions.
Thank you so much for making it easy to understand.
Thank you for watching!
Hi - this is really helpful, thanks. One question: is it possible to add external/non-Zoho training courses (working at heights, fire safety, etc.) into the Training section?
In ZPeople, you can add non-Zoho users (called 'Employee Profiles'), which may work for you if you're trying to train contractors. However, you also can in TrainerCentral. That's what we use for both, internal and external trainings/courses. Hope this helps. www.zoho.com/people/help/adminguide/usersandemployeeprofiles.html
@@SuccessFULLSolutions Thankyou!
can you please share the bad dataset sample used in the video so i can prctice?
Thanks
Beware of hackers with this one!
Watched the video and heard "a few bucks a month". Looked at the pricing and it's $37 but you need to add it for ALL users! That's not a few bucks a month. That's more than I pay for both CRM and Projects combined. Especially when I only need a very basic integration between the two. This isn't a $37 feature... and again, it's not a few bucks a month. This becomes hugely expensive when you start adding it for multiple users because it needs to be added for ALL users unless I want to spend $90 for just myself. If you know of a "few bucks a month" version please let me know!
Thanks for your comment Chris! My rule of thumb is if you need more than 3 applications within the Zoho suite, then consider a bundle (Zoho CRM Plus or Zoho One). If you only need 2 applications, then the standalone apps could very well be your best option. Wishing you well in your business 😀
I loved how calm your voice is! Thank you for the tutorial, this is awesome, I am preparing for an Interview and this is exactly what I need.
Glad it was helpful 😃. Let me know how your interview goes! Join SuccessFULL Community Jose, we'll love to have you. www.successfullsolutions.com/connect
How to do it with Zoho webinar???
My clients is focused on setting up Accounts and Contacts and not so much deals (at least not at this point). How do you approach mapping if there are no deals set up?
In the Lead Conversion mapping, just make sure all fields have somewhere to go, either in the Account or Contact modules. Honestly, if any fields pertain to the transaction/deal, it really should go to the Deals module.
Mam, Please make a video on Clonadesk.
Lol! Thanks for the suggestion but I mainly teach on Zoho applications. Who knows, maybe in the future I will do comparisons on non-Zoho apps compared to its equivalent Zoho app 😁
CalDAV account verification failed
if you can reply to this, I would really appreciate that. now, how do I check how many contact or account are associated to a project, from the project dashboard?
There isn't a dashboard that will automatically show you which Accounts are associated with a project, however, you can use Zoho Analytics to create a component or report to do so. You would have to set up the ZCRM and ZProjects data sources to feed into the same workspace in ZAnalytics, then create a report. It's possible that a SQL query may have to be created to achieve this.
Hi! I ❤your video. Can you please respond to me with the link to your full video training. I didn’t find it in the description. Thanks and I am looking forward to it 😊
Hi Tracy! We have training in our online academy, SuccessFULL Learning (which comes with the Streampath Membership: www.successfullsolutions.com/streampath-membership). But you can also request one-on-one training by booking a Q&A Training Call: www.successfullsolutions.com/book-a-call I look forward to training you!
This is a very informative video!
Thank you for your feedback. It's appreciated 😃
Hi Its Very use full to me for onboarding employees ,keep post the related video like this
Glad you found it useful. Will do!
For me, allways and simply perfect... 👌👍💯
great video. 🌹
Great vid! Can this also work with Zoho books and Zoho projects?
You can view Zoho Projects from Zoho CRM, which is what this video covers. If you have Zoho Books integrated with Zoho CRM, you can see the Estimates, Invoices, etc., from the Contact's profile. Hope this answers your question.
First off: NO ONE wants to see your image during a tutorial. Not yours, not anyone's.
Do you have to have ZOHO one?
No, you can have Zoho CRM and Zoho Projects as standalone applications and still view your projects from the CRM.
Having some trouble hearing you. :/
Thank you for your feedback 😃. Our audio has improved in recent videos.
Thank you for sharing this tutorial. It was very useful and the explanation was clear. 😃
Sure thing. Glad it was helpful! 😃
Is there a way of setting this up with Microsoft Teams? There seem to be a lot of aftermarket / third party solutions that are eye-wateringly expensive to install and maintain, that get you this same sort of functionality but for MS Teams - but surely it must be possible to do it on our own, if it can be done this easily for Zoom?
Nice. Thank you for this
Sure thing!
Thank you so much for this! Took me forever reading through their manual and still doesn't work.... I almost gave up and delete the app
Absolutely! Glad this video was helpful 😄
Promo*SM 🌟
Does the .exe require administrator privileges to open it ?
I don’t believe so 😊
How do we make forwarding inside the inbox like when an outsider send email to this inbox it will be viewed by all team members and when anyone from the team members want to replay through this specific inbox it will go by default to the original outside sender?
Worked great! Thank you!
Sure thing!
Is there a way to have a reoccurring task list perm assigned to a user? Also was there a video on how to auto add the task lists to a project?
Whoever you assign to a task in a project template will be assigned every time you use that template. No, I haven’t done a video on that but will definitely consider it 😉
This was so incredibly helpful! Can't wait to look through your other content
Glad it was helpful Melanie! We also have a Zoho user community where I teach everyone how to maximize Zoho apps. We would love to have you in SuccessFULL Community as well. Hope to see you there ☺️
when I try to go to the link for that in your video the link is not functioning do you have another? @@SuccessFULLSolutions
can you offer any tips on setting up the Homepage?
I just found you channel and am thankful for your ease of understanding! I would like to create a network that my customers can easily access. With an external network, do they need to sign up or can they just go to a link and see the content?
Thanks for watching Richard! With Zoho Connect, they will have to sign up or accept an invitation to join your external network. Take note that the external network is a separate service outside of Zoho One.
This is a great video! I did not know you can customize the dashboard.
Could you share the link to the eBook on Zoho CRM you are mentioning at the end of this video pls?
Hi Irina! Yes, the link is: howtobuildacrm.com/ebook
Hi could you please make a video on how to add task lists to a template. Thanks!
Jenny, this would be great to cover in the community! If you haven’t already joined SuccessFULL Community, do so and let’s plan to cover ZProject templates next 😉 successfullsolutions.com/connect
Thank you for this video! I want to use it for task overviews + simple task creator
It would be great for that 😊
Perfect. Thanks so much. No muss, no fuss.
I noticed Lead source is not on your form, but is on the zoho field. How did you map the field from one that doesn't exist?
Good observation! The Lead Source field is hidden. When building your forms, you have an option to hide fields and enter/pass the value you want. You still map it to the respective field in the CRM under the integration section, but the user cannot see the field on the front end.
Watch the full video! ruclips.net/video/xSKX68QcQ_Y/видео.html
Watch the full video! ruclips.net/video/42pBOb0338o/видео.html
If you'd like to learn more about Zoho applications, visit learn.successfullsolutions.com for free courses/training.
Watch the full video! ruclips.net/video/JmxQZgvmYWw/видео.html
Thanks for your video. I learned something no one else has shown! Question for you...Is there a way to make each Deal in a CRM become a Milestone in a Project (as opposed to a new Project each time)? The use case is wanting to have a single Project match up to an Account in Zoho CRM...and then have each Deal associated with that Account match up to a Milestone...all in one singular Project. I'm looking to avoid having 10 Projects for a single Account. Most of our Deals will have 95% of the work done within the first couple of months, and then it's basically an annual checkup/revisit after that. Because there are a few annual tasks every year afterwards, the Deal and/or Project never actually ends, so to speak. Hence not wanting to have 10 open Projects for each Account. (Feel free to let me know if my thinking is off here!)
Good question! If you haven’t already, try Zoho Flow. If you’re a developer, you may be able to code it. We will be creating a community soon where we can go more into depth on questions like this. Be sure to connect with us by registering for SuccessFULL Learning and I’ll let you know when we get the community set up.
The 4th tip is most likely to push your business to the next level
ruclips.net/video/tqWqouYF7QE/видео.html
I wanted to like this app. It’s very beautiful and flashy compared to Evernote. Unfortunately it didn’t import all of my Evernote notes. I had a Lot of empty notes after the migration.
That’s unfortunate. I’ve only migrated from Evernote once and it was years ago. I didn’t have the same experience. See if it will allow you to migrate again.