![5 Inspirational Quotes about Business Automation from Prominent Figures in the Industry [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_198858_0_0jpg.jpg)
If you are still unsure whether to use Business Automation, watch the 5 Inspirational Quotes about Business Automation from Prominent Figures in the Industry video.Check out Customerization services and Zoho One system.And get started with your business automation today!🆘 NEED A CONSULTATION IN ZOHO CRM? 🆘Visit our website – https://www.customerization.ca/ OUR SERVICESFully 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 migration, to effective training and user adoption.Quick Start CRM ✔️A functioning Zoho CRM up and running in just two weeks.Full Business Platform ✔️All Zoho applications and modules, 3rd party software tools integrations, data migrationsManaged Services ✔️Ongoing support – multi-month SLA agreements or bank of hoursRequest more info at knowhow@customerization.ca training and user adoption.Follow us on:🔥 Facebook: https://www.facebook.com/customerization🔥 LinkedIn: https://ca.linkedin.com/company/customerization#digitaltransformation #CDAP #zohoexpert #zohoone #SmallBusiness #MediumSizedBusiness #businessautomation
zoho
![Streamline Sales Management [Video]](https://video.getpvd.com/wp-content/uploads/2022/12/mp_176993_0_0jpg.jpg)
Automate your sales process today!A sales process is a planned series of activities at every stage of your sales pipeline used as a roadmap for moving the sale forward. The sales process begins with the contacting of a lead and ends with the closing of a deal.One of the most important functions that you have as a sales manager is to set up and implement a sales process for your business. Let’s take a deeper look at crafting the perfect sales process for your business.0:00 Introduction 0:14 Lead Capturing02:04 Lead Distribution & Tracking02:40 Converting Leads03:08 Lead Conversion Mapping03:45 Deal Stages Customization06:06 ConclusionFor more information on our services and what we offer, visit our website:https://www.erphub.com/Looking to grow your business?Click on the link below to get in touch with our erphub team and get a free consultation to start growing your business today!Thanks for watching!
![[Dr. UTM Lab] The most comprehensive UTM tracking in Gravity Form to Zapier (HubSpot, Zoho, Keap) [Video]](https://video.getpvd.com/wp-content/uploads/2022/11/mp_167310_0_0jpg.jpg)
In this video, Dr. UTM explains how to track UTMs in WordPress Gravity Form and pass all the information to your favorite CRM, such as HubSpot, Zoho, or Keap (via Zapier Webhook)It starts with how to build and embed the Gravity Form in the Elementor page builder. After that, it shows how easily (one-click) UTM fields are added to multiple Gravity Form instances automatically. And finally, it breaks down how the plugin works and keeps the data from page to page even though the UTMs are not in query arguments. Dr. UTM also demonstrates how one can track leads in incognito mode with privacy enabled browser (Safari) and IOS 14.This video is the most comprehensive step-by-step tutorial demonstrating how to integrate UTM tracking in real life for Gravity Form.Some important highlights:00:00 List of plugins installed00:30 Embedding Gravity Form as a shortcode00:37 Adding the UTM fields as hidden parameters into the multiple-form instances automatically01:00 Best practice: How to avoid adding duplicated fields in Gravity Form03:00 Simulating direct traffic (no UTMs) and testing how the tracking works03:10 Proof #1 that the tracked data are passed to the admin email03:30 Simulating paid ads and testing how the tracking works03:50 Seamlessly passing UTMs page to page04:16 Proof #2 that the UTM data are passed to the admin email05:00 Proof #3 that the more UTM data are passed to the admin email05:20 Tracking Social Media, Referrer, and Organic Traffic in WordPress Gravity Form07:15 Proof #4 that the organic data are passed to the Zapier07:25 Tracking in privacy-enabled devices, including Incognito, Safari, and IOS 14, using Gravity Form08:23 Proof #5 that the privacy-enabled browser can still be tracked10:06 Sending Lead Data from WordPress Gravity Form to your favorite CRM such as HubSpot, Zoho, Keap, Active Campaign, and more (via Zapier Webhook)10:25 Creating a Webhook in Zapier11:05 Proof #6 that the UTMs are passed to the ZapierFor more information about UTM and what you can do, please visit our websitehttps://utmgrabber.comAbout the instructor:Haktan Suren (Dr. UTM) is the original developer of HandL UTM Grabber and has dedicated his entire life to lead tracking and data analytics. He started his programming journey in high school and has developed several applications for marketers throughout his career. He is a big supporter of open-source and enjoys contributing to the open-source community sharing valuable tips in his blog, and developing applications. He has Ph.D. in data science.#UTMTracking #gravityform #Zapier #Hubspot #Keap #infusionsoft #wordpress #wordpressplugin #UTMTracker #wordpressutmtracker #utm
![Zoho CRM Dashboard & Reports Overview [Video]](https://video.getpvd.com/wp-content/uploads/2022/09/mp_147338_0_0jpg.jpg)
Zoho CRM Tutorial Video #43 Today, we’ll be discussing the Zoho CRM dashboard and reports overview.You could use the Reports module in Zoho CRM for tracking your company activity. There’s a list of system default reports available in this module, but you could also create custom reports. This is an example of the report pipeline by stages; you could see all deals pipeline groups by the stage, every account, every deal, closing date, probability, and total sum of amount. It is also possible to create a chart for some reports. When you build your report, you could select multiple modules; you could select a parent module, then additional child module, and even more. For example, you could see a report for all accounts with all invoices and all meetings inclusive or exclusive. An additional module in Zoho CRM is the analytics module. Here you could also check the system default dashboards, but also create your custom dashboard with different components. This is an example of lead conversion to the deal. So you could build a component where you could see the total number of leads, total number of leads converted into clients, number of deals created, deals won, and total conversion rate. It is also possible to create different kinds of analytics here. Charts, lists, and some other. That’s it for today’s Zoho CRM setup guide.______ BONUS !!! Open a free Zoho One trial account and get a free demo from Zoho.Follow this link to open Zoho One Free Trial: https://rebrand.ly/8lq6o6h______ BONUS !!! Upgrade your free Zoho account to paid within 25 days and get a free consultation from our expert. Book your consult: https://rebrand.ly/bth0yk9______OUR SERVICESFully 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 migration, to effective training and user adoption.Quick Start CRMA functioning Zoho CRM up and running in just two weeks.Full Business PlatformAll Zoho applications and modules, 3rd party software tools integrations, data migrationsManaged ServicesOngoing support – multi-month SLA agreements or bank of hoursRequest more info at knowhow@customerization.ca training and user adoption.______ Important linksTag Customerization as your Zoho Partner: https://rebrand.ly/283zhcb______ Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/cust…Personal LinkedIn: https://www.linkedin.com/in/kiratcher…______ CONTACT USWebsite: https://customerization.ca/Email: knowhow@customerization.ca See you soon!
![How To Use Zoho Campaigns | Free Email Marketing Software for Small Business [Video]](https://video.getpvd.com/wp-content/uploads/2022/09/mp_146730_0_0jpg.jpg)
Today, I share how to use Zoho Campaigns, a free email marketing software for small businesses.Zoho is an all-in-one suite of in-house business tools suitable for all types and sizes of businesses. One of these tools is Zoho Campaigns. This is a dynamic email marketing software that also allows you to engage in SMS marketing and social media marketing.In terms of email marketing capabilities, you can create email campaigns with absolute easy and build autoresponders and automated email sequences (email flows). Get started with Zoho Campaigns for free here:https://go.zoho.com/CpN*IMPORTANT NOTE: The link up above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance!Check out these other Zoho tutorials that I have added below.Learn how to use Zoho’s free CRM here (Better manage your contacts):https://youtu.be/RkmLKlFVc9QLearn how to use Zoho Projects here (Better manage your projects):https://youtu.be/UOx9RGlPfwcLearn how to use Zoho desk here (Better manage your service desk):https://youtu.be/pCcUD5c9LZwLearn how to use Zoho email here (Set up profession emails):https://youtu.be/bUSE7K7o5YwLearn how to use Zoho social here (Social media marketing tool):https://youtu.be/xyO485HoO_s Today we navigate through the below chapters for this Zoho Campaigns tutorial:0:00 Intro01:19 Getting started01:46 Zoho Campaign Pricing03:02 Zoho Campaigns dashboard03:33 Get to know your account07:14 How to create an email list11:15 How to create segmentations12:39 How to create signup forms14:09 Customize signup forms17:33 How to create an email campaign 20:54 Customize email campaign27:59 Settings28:37 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Zoho email marketing tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#zoho #emailmarketing
![Increase your website visitor engagement and Lead conversion using SalesIQ Intelligent Triggers [Video]](https://video.getpvd.com/wp-content/uploads/2022/08/mp_138871_0_0jpg.jpg)
See someone spending alot of time on your website’s pricing page? Want to reach out to them proactively and talk about your discounts and special offers? With SalesIQ’s Intelligent Triggers, you can use the chat window to broadcast different messages with a timer.
![How To Use Zoho Social | Free Social Media Management Software for Small Business [Video]](https://video.getpvd.com/wp-content/uploads/2022/02/mp_89335_0_0jpg.jpg)
Today, I dive into a Zoho Social tutorial for those looking to get started with social media management.When building a brand online it’s important to leverage social media in order to reach your audience. However, this can be a time-consuming process (creating posts and manually sharing across different platforms or channels).This is why it’s important to leverage a social media management software like Zoho social. Zoho Social is free to use and allows you to share your content across 7 channels simultaneously. You can also leverage the free content calendar and schedule posts across all your social media channels.Get started with Zoho Social for free here:https://go.zoho.com/LnB*IMPORTANT NOTE: The link above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance! Other Zoho product tutorials:Zoho Desk Tutorial for Beginners: https://youtu.be/pCcUD5c9LZwHow To Use Zoho Projects:https://youtu.be/UOx9RGlPfwcHow To Use Zoho Mail:https://youtu.be/bUSE7K7o5YwZoho CRM Tutorial for Beginners:https://youtu.be/sdToWprokPw Today we navigate through the below chapters for this Zoho social tutorial:0:00 Intro01:15 Getting started02:32 Sign in/sign up04:24 Connect social media channels05:36 Invite team members05:57 Home dashboard08:00 Create posts12:08 Manage posts13:02 Content calendar13:11 Manage messages13:46 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Zoho social tutorial for beginners helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#zoho #socialmediamanagement
![How to Start a Business from NOTHING in 2022 [Video]](https://video.getpvd.com/wp-content/uploads/2022/01/mp_83481_0_0jpg.jpg)
In this video, I’m going to give you an action plan on how you can start a business from scratch.Use Bigin for your business and get up to 50%: https://zoho.to/SVC This video is sponsored by BiginBigin is a simple CRM solution from Zoho, built specifically for startups and small businesses to get started with their CRM journey and manage their customer-centric operations more effectively. Timestamps:00:00 I got COVID01:56 You’re an entrepreneur, not a manager03:19 Do this before starting your business04:48 3 strategies of starting a business05:07 Best CRM for your business08:20 Strategy #1Start with solving the problem3 questions to ask yourself:What is the market size?How passionate you’re about solving this problem?Is there a solution already and why is it not working?11:38 Strategy #2Researching your target audience and finding a way to help them13:13 Strategy #3Start with marketing: produce content, build an email list, build a YouTube channel, an Instagram account Subscribe to my substack: https://marinamogilko.substack.com/ I post daily stories about my life and business routine on my Instagram – https://www.instagram.com/linguamarina/⭐ ENROLL IN MY YOUTUBE COURSE – https://bit.ly/3IVZflF⭐ DOWNLOAD MY ENGLISH WORKBOOK – https://marinamogilko.co/workbook💰 INVESTMENT APPS & BOOKS:- BlockFi – https://blockfi.com/?ref=5cc7c2c0 (I keep 1% of my portfolio here (9% interest rate)- CoinBase – https://www.coinbase.com/join/mogilk_1?src=ios-link- Binance – https://accounts.binance.us/en/register?ref=57910459- Webull – https://act.webull.com/i/ov8wp37ijU84/fwn/- Robinhood – https://join.robinhood.com/marinam241- Listen to Tony Robbin’s audiobook “MONEY Master the Game: 7 Simple Steps to Financial Freedom” – https://geni.us/QSXr- Vanguard https://investor.vanguard.com/home – Interactive Brokers https://www.interactivebrokers.com/en/home.php – Savings Calculator – https://www.saving.org/regular-savings/10/day- Personal Capital – https://share.personalcapital.com/x/KeuRpn📷 FILMING EQUIPMENT- Gear for making my ‘talking head’ videos – https://kit.co/linguamarina/gear-for-youtube- Gear for vlogging – https://kit.co/linguamarina/current-vlogging-setup🎈PROMOS$20 TO SPEND ON AIRBNB – http://bit.ly/2g0F87Q$20 TO SPEND ON UBER – http://ubr.to/2k1B89LI use affiliate links whenever possible (if you purchase items listed above using my affiliate links, I will get a bonus)
![Zoho Desk Tutorial for Beginners | Free Customer Service Software for Small Teams [Video]](https://video.getpvd.com/wp-content/uploads/2022/01/mp_82877_0_0jpg.jpg)
In this Zoho desk tutorial for beginners, I share how you can use Zoho desk to stand out from your competitors by offering exceptional customer service through this dynamic and easy to use help desk software.Zoho desk allows you and your team to effectively handle tickets all in one platform. This online help desk offers dozens of features that ultimately work towards cultivating loyal relationships through unbeatable customer service.Zoho desk will help you and your team take your ticket management to the next level! This software also offers a completely free plan for up to 3 users (agents).Get started with Zoho desk for free here:https://go.zoho.com/Umo*IMPORTANT NOTE: This link above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance!Learn out how to use Zoho projects for here:https://youtu.be/UOx9RGlPfwcLearn out how to use Zoho mail for free here:https://youtu.be/6TdLq59cdpELearn how to use Zoho CRM for free here:https://youtu.be/sdToWprokPw Today we navigate through the below chapters for this Zoho Desk tutorial:0:00 Intro01:26 Getting started02:02 Pricing02:47 Sign up (free plan)04:15 Tickets dashboard05:06 Support Email (Default)07:09 How to use tickets11:56 Knowledge base (KB)13:37 Customers15:04 Manage teams/agents15:37 Scorecard dashboard (KPI)17:51 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Zoho Desk tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#zohodesk #helpdesk
![How To Use Zoho Projects | All-In-One Online Project Management Software (Beginners Guide) [Video]](https://video.getpvd.com/wp-content/uploads/2021/12/mp_66521_0_0jpg.jpg)
Today I share a Zoho Projects tutorial for small teams looking to learn how to use Zoho projects to manage, streamline and enhance their project workflows.Zoho Projects is one of many dynamic and user-friendly tools that Zoho offers. This impressive project management software is ideal for basic to complex project requirements.In this video, I help you get started and make the most of Zoho projects. Get started with Zoho Projects here:https://go.zoho.com/kGk*IMPORTANT NOTE: This link above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link, this helps support our channel and we thank you in advance!Other free project management software for small teams:Asana tutorial: https://youtu.be/vF5x9bXfJKETrello tutorial: https://youtu.be/1LyY9HKzCTEWrike tutorial: https://youtu.be/Kx3GuwI0c-gBasecamp tutorial: https://youtu.be/nbLG091-tGE Today we navigate through these chapters for simply managing projects with Zoho Projects:0:00 Intro01:36 Getting started02:05 Pricing04:23 Setup account05:58 Project templates 06:53 Marketplace/app integrations07:17 Add users08:48 Know your dashboard12:23 Create a project16:41 Create a milestone17:15 Create task list17:50 Add tasks20:33 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Zoho Projects tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#zohoprojects #projectmanagement
![How to Convert a Lead in Zoho CRM | RFDM Solutions [Video]](https://video.getpvd.com/wp-content/uploads/2021/12/mp_59712_0_0jpg.jpg)
Learn about proper lead conversion steps, including field mapping from Lead to Account, Contact, and Deal, when converting a lead in Zoho CRM. This is a snippet from our on demand webinar on Next Level Sales Growth in Zoho CRM: https://www.rfdmsolutions.com/webinars/on-demand-webinar-next-level-sales-growth-in-zoho-crm-2https://www.rfdmsolutions.com/
![How to select an opportunity record type on lead conversion [Video]](https://video.getpvd.com/wp-content/uploads/2021/11/mp_44092_0_0jpg.jpg)
When converting a lead from salesforce, and when you have multiple opportunity record types, you may want to selectively add the record type without having to go into the opportunity and then convert the record. This is particularly true if you do not have multiple lead record types. If you had multiple lead record types you would simply map the two but this video shows you how to select the record type on opportunity conversion.Relevateconsulting.com.au is a CRM and Marketing Automation consultancy that helps people create amazing customer experiences. Rippahosting.com.au is our web hosting business.