Zoho My Business

Make sure your web forms are easily and automatically adding people into Zoho CRM. In this episode, we cover a few different methods to do this, including integration with Zapier.

If you are new to Zoho CRM, this episode is for you. Whether just rolling out CRM in your business or a new employee in a business that uses Zoho, this episode will help set you up for long term success by covering the foundation of using CRM. The episode covers basics such as understanding Zoho CRM terminology all the way to the first steps in taking advantage of features such as automations and analytics.

In this debut episode, I share my vision for the podcast. Zoho is one of the most robust suite of apps available for small businesses. But like any software, there are challenges in onboarding, support, and having an overall understanding of how to get the most out of the apps you use. This podcast is here to provide tips, tricks, advice, tutorials, and real-life examples of how to use a variety of Zoho's apps in your business so that you are more productive and more profitable!