Podcasts about zoho

This week we talk about: Zoho CRM: Split View in CRM For Everyone Zoho CRM:  Clearout.io Now Integrates with Zoho CRM Zoho Desk: Custom Action Buttons on Ticket Interface Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-359/   

Neste episódio do Vamos de Vendas, mergulhamos nos bastidores da liderança comercial em empresas globais — e como líderes no Brasil podem conciliar diretrizes internacionais com as realidades do nosso mercado. Para essa conversa, recebemos Thiago Schioppa, Diretor de Vendas na Zoho Brasil, com mais de 15 anos de experiência em construir e liderar times comerciais de alta performance.Com uma trajetória que envolve formação de equipes, gestão de canais e vendas diretas, Thiago compartilha seus aprendizados liderando uma operação brasileira dentro de uma gigante global da tecnologia.

This week we talk about: Zoho CRM: Timeline View Zoho CRM: Rich Text for Notes  Zoho Desk: Chat-to-Ticket Timers Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-358/   

In this episode of PayTalk, we're joined by Prashant Ganti, VP of Global Strategy and Alliances for Zoho's finance and operations business unit, who shares insights on transforming payroll from a back-office function into a strategic business asset. This episode explores how payroll professionals can showcase their critical importance to organizational resilience and leverage that visibility for career advancement. Prashant offers practical strategies for communicating strategic value, embracing data-driven storytelling, and preparing for the future of payroll technology. Do you have thoughts or questions about how payroll can transform an organization? We want to hear from you! Join the conversation by reaching out via email at podcasts@payroll.org or sending a message to the PayrollOrg Facebook page.

While not quite The Last Waltz, all good things must come to an end, at least for now. This marks the final episode in our eight-year run doing Watch This Space, not because we've run out of spaces to watch, but because we feel it's time to do a re-set with the podcast. With future of work being a core theme, we feel we've covered the topic long enough and a new focus is needed. That new focus is TBD, and will take shape over the next while. Until then, this episode reviewed current industry events, namely Zoho's Zoholics, NICE Interactions and analyst events with Infobip and Global Relay. Most of our time was spent looking back on the most impactful technology trends since 2018, and we were in strong agreement that the biggest one was the pandemic and the emergence of hybrid work. We recounted why UCaaS and cloud were the right technologies at the right time to make hybrid work viable, along with why we think AI will be most important technology to watch going forward. While not a surprising perspective, we framed this as a two-sided coin, where we get both the good and the bad at the same time. That provided a segue to a related topic that we also felt will be important to watch – quantum computing. Finally, we took things full circle to a recent WTS episode where we reviewed a classic sci-fi novella – With Folded Hands – a prescient tale of where blind faith in technology could take us, with another reminder why we feel our analog perspective is a valuable lens through which to see how digital technology is shaping our world.

This week we talk about: Zoho CRM: Enhanced Date Filters with 'Previous' and 'Next' Operators Zoho Sign: AI-Powered E-Sign Assistant Now Live Zoho Sprints: Mobile App 2.0 Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-357/   

This week we talk about: Zoho CRM: NextGen New and Improved UI Zoho Desk: Cross-Department Parent-Child Ticketing Zoho CRM: Queries Now Supported in Custom Related Lists Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-356/   

This week we talk about: Zoho Payments: Now Available in the US Zoho WorkDrive: 5.0 Zoho Recruit: Introducing the Reviews Sub-Module Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-355/   

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This week we talk about: Zoho Books: May 2025 Updates Zoho CRM: Cadences Enhancements Zoho CRM: Zia Usage Data & Event Mapping for Smarter Churn Predictions Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-354/   

Nosipho Radebe speaks to Andrew Bourne, Regional Head at Zoho South AfricaSee omnystudio.com/listener for privacy information.

Why you should listenDiscover how AI can continue conversations in your tone—without sounding robotic or off-brand.Learn how to win more deals by replying faster, even when you're not online.Get clarity on what AI can handle in outreach—and where your human touch still matters.If you're still stuck doing manual outreach—or your LinkedIn automation tools leave you hanging once someone replies—this episode is your upgrade. I sit down with Casey O'Toole from LinkyBot.ai, who's built a smarter AI assistant that doesn't just start conversations but keeps them going in your voice until the prospect books a call.Casey shares how LinkyBot helps SaaS Consulting Partners like Salesforce, HubSpot, and Zoho agencies move from ghosted messages to real pipeline by automating LinkedIn conversations after the reply—without putting your brand at risk. We talk personalization, tone training, inbox management, and how AI actually frees you to focus on strategy and closing.About Casey O'TooleCasey is an innovative leader in the tech consulting space, specializing in SaaS partnerships and digital strategy. As the driving force behind LinkyBot.ai, Casey empowers businesses to leverage AI-driven solutions for streamlined operations and enhanced client engagement. With a passion for bridging technology and business growth, Casey's insights are a game-changer for tech consultants and SaaS partners looking to stay ahead in a rapidly evolving landscape.Resources and LinksLinkybot.aiCasey's LinkedIn profileCasey's Facebook profileFollow Casey on Instagram: @linkybot_aiYotutube Channel: LinkedIn AlchemistPrevious episode: 606 - Beyond the Owner Bottleneck: Systematizing Your SaaS Consulting Firm with AI with Andy ForbesCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

This week we talk about: Zoho CRM: Introducing Intelligent Character Recognition (ICR) Zoho Desk: Community Module Revamp Zepto Mail: New In-depth reports Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-353/   

Neste episódio do Vamos de Vendas, exploramos como influenciadores B2B e comunidades podem se tornar pilares estratégicos na geração de demanda em mercados complexos. Para essa conversa, recebemos Weverton Soares, gerente de marketing do Zoho CRM e idealizador do CRM Zummit – o maior evento de CRM da América Latina –, que compartilha bastidores valiosos sobre como marcas podem crescer com autenticidade e conexão real com seus públicos.

In today's Tech3 from Moneycontrol, Zomato reports a 78% drop in quarterly profit as quick commerce disrupts its core food delivery business. Zoho halts its $700 million chip manufacturing plans citing lack of a tech partner, marking another blow to India's fab goals. Meanwhile, Adobe CEO Shantanu Narayen backs India's creative economy powered by AI, and PM Modi hosts top global CEOs to pitch India as the next global creative powerhouse. Tune in for the latest updates in tech and startups world!

This week we talk about: Zoho FSM: Avalara Integration  Zoho Inventory: Assemblies and Kits Zoho Payroll: Now included in Zoho One for US Editions  Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-352/   

Why you should listenLearn why tech isn't the real reason outbound fails—and how messaging rooted in insight changes everything.Discover how to craft Permissionless Value Propositions (PVPs) that prospects want to read before they know your name.Understand how to guide clients beyond tools like Clay and Apollo and into high-impact GTM strategies.If your clients aren't getting results from outbound, the problem isn't the tools—it's the messaging. In this episode of the Paul Higgins Podcast, I speak with Jordan Crawford from BlueprintGTM.com, who shows us how to flip the script on outbound by building data-backed messages that resonate. Jordan shares how vertical SaaS companies are generating replies by engineering relevance at scale, structuring insights into high-value messages, and rethinking personalization entirely. Whether your clients use Salesforce, Zoho, HubSpot or another CRM, this episode will help you position your services as a growth driver—not just a tech install.About Jordan CrawfordJordan Crawford is an advisor at companies like Clay and Tennr, and works with startups to help them design data-driven messages that are independently valuable to their prospects for vertical SaaS companies.Resources and LinksBlueprintgtm.comCannonballgtm.comCannonballgtm.substack.comJordan's LinkedIn profilePrevious episode: 603 - Unlock 95% Open Rates with SMS withLee WeinbergerCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

This week we talk about: New App - Zoho LeadChain Zoho Cliq: Unfurl Handlers Zoho Desk: AI Integration for IM Chats Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-351/   

You could, in many ways, picture India's tech businesses venturing into the global stage in waves. First, there were the services companies. Your Wipros and Infosys and the like. Then, startups such as Zomato, Oyo, and Ola took their shot. The third wave was headlined by SaaS companies like Zoho and Freshworks. What does the fourth wave look like? What does the future hold for companies making the jump? This week's episode of Two by Two was our attempt to answer some of those questions. Our guests for the podcast ended up adding quite a bit more. Mohit Kumar is founder and CEO of Ultrahuman, best known for its smart rings which compete with the likes of Oura and Samsung, but also offering a wide range of other devices and products for health-conscious buyers.Lal Chand Bisu is the co-founder and CEO of Kuku FM, a mobile-first premium audio platform hosting content in multiple Indian languages.Two very different companies, with one bold bet in common: they chose to take their products global. Welcome to episode 34 of Two by Two.–Book your tickets for The Ken's first subscriber event – https://the-ken.com/event/beyond-the-first-order/–Additional reading:Kuku FM chooses not to be the hero in its own storyPocket FM had 10 million listeners in India. Yet it hit pay dirt elsewhere–This episode of Two by Two was produced by Hari Krishna. Rajiv CN, our resident sound engineer, mixed and mastered this episode.If you liked this episode of Two by Two, please share it with your friends and family who would be interested in listening to the episode. And if you have more thoughts on the discussion, we'd love to hear your arguments as well. You can write to us at twobytwo@the-ken.com.

Primera Muthoni, team lead at Analytics Business Center, discusses the pivotal role of technology and innovation in driving economic growth. She highlights the importance of investing in human capital, digital literacy, and an innovative workforce. Muthoni shares insights from her diverse career spanning engineering, marketing, and product management, emphasizing the importance of leveraging AI tools in various sectors such as marketing, finance, and agriculture. She also addresses the opportunities in fintech, agri-tech, healthcare, and education for achieving a middle-class economy by 2040. Additionally, Muthoni touches on the significance of mentorship and collaboration in business growth and reveals how her company partners with Zoho to support digital transformation for businesses in Uganda.00:00 Introduction to Human Capital and Technology00:53 Meet Ms. Primera Muthoni01:57 Journey into Communications05:42 From Engineering to Marketing07:30 The Importance of Technology in Business12:26 AI in Marketing and Beyond16:59 Empowering Ugandan Businesses18:20 Opportunities in Uganda's Tech Space20:45 The Role of Digital Literacy22:27 Future Projects and Collaborations24:29 Achieving a Middle-Class Economy by 2040Follow up with her on X and LinkedIn nn her name!Share your feedback and inquiries at onugandapodcast@gmail.com or call/WhatsApp +25678537996. PODCAST DISCLAIMER. The views and opinions expressed in the episode are those of the individuals. They do not represent or reflect the official position of the ON Uganda Podcast, so we do not take responsibility for any ideas expressed by guests during the Podcast episode. You are smart enough to take out what works for you. As of 18.09.24

In the category of better late than never, we found the missing recording file with Vijay. Enjoy!Show Notes:In this episode of "AI with Maribel Lopez," host Maribel Lopez sits down with Vijay Sundaram, Chief Strategy Officer at Zoho, at Zoho Day 25 in Austin, Texas. They discuss Zoho's strategic evolution and approach to AI.Key Highlights:Zoho's Market Evolution: Vijay explains how Zoho has expanded from primarily serving small and medium businesses to increasingly being adopted by larger enterprise customers worldwide. This evolution has happened naturally as their products became more sophisticated and larger customers discovered them.Enterprise Adaptation Challenges: To serve enterprise customers, Zoho had to make changes in three areas:Technology (their strength as a product-driven company)Operations (building expertise in account management, solutions consulting, etc.)Transitioning from an inbound to outbound business modelAI Implementation Strategy: Vijay clarifies that while generative AI has recently captured public attention, Zoho has been implementing various AI technologies (machine learning, NLP, video recognition) for over a decade. Much of this AI has been "headless" - working behind the scenes in applications rather than through conversational interfaces.Three Levels of AI: Zoho approaches AI implementation through:Contextual AI within business applicationsInteractive AI for specific purposesExpert-level insights that enable non-experts to gain valuable business intelligencePlatform Approach: By integrating applications and creating a comprehensive platform, Zoho can leverage data across domains (finance, sales, HR, operations) to provide more valuable AI-driven insights.AI Market Shift: Vijay predicts that AI differentiation will increasingly move from foundational models to the application layer, where companies like Zoho can add value through their access to business data across domains.Privacy and Security: Zoho maintains a strong stance on privacy (no trackers on their websites) and has built a "trust layer" into their platform to ensure proper data access controls for AI interactions.

Why you should listenDiscover why SMS and MMS messaging drastically outperform email—and how you can use that insight to drive real engagement and results for your clients.Learn how to easily integrate messaging into top CRMs like Salesforce, HubSpot, and Zoho—no dev team required. Ideal for SaaS Consulting Partners looking to expand their service offerings.​​Hear how one business use SMS to boost attendance and revenue—and get a glimpse into what's next with Rich Communication Services (RCS) and AI-powered automation.Email open rates are declining. If your clients aren't seeing replies from their outreach, it's time to rethink the channel. In this episode, I sit down with Lee Weinberger, sales leader at Sinch Engage, to explore how SMS and MMS messaging is transforming client engagement—especially for CRM-integrated partners like Salesforce, HubSpot, and Zoho. Lee breaks down why mobile-first communication isn't just the future—it's the now. If you're a SaaS Consulting Partner looking to expand your offer stack or boost results for your clients, this is the episode for you.About Lee WeinbergerLee Weinberger leads the sales team at Sinch Engage, a solution of communications tools for businesses. They specialize in conversational and automated messaging for SMS/MMS/RCS which exists as a stand-alone web product and an integrated tool into the leading CRM systems (HubSpot, Salesforce, Zoho, Netsuite, Active Campaign, Shopify). Sinch also provides Email and Voice functions to round out the suite of communications functions. Lee resides in Denver CO, and sells into the North American market, but Sinch as a company has a global reach with offices around the world.Resources and LinksEngage.sinch.comMessagemedia.comLee's LinkedIn profileTalk to LeeEmail Lee at: Lee.Weinberger@sinch.comPrevious episode: 602 - Stop Forcing Marketing You Hate—Play to Your Strengths InsteadCheck out more episodes of The Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

This week we talk about: Zoho CRM: Introducing ABM Zoho PDF Editor: Latest Enhancements Zoho Writer: Advanced Document Structuring Features Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-350/   

What happens when creativity meets sharp market insight?In this episode, Raffic Aslam (ex-Creative Director at Zoho) breaks down the 3 campaigns that defined Zoho's global marketing playbook:1️⃣UAE VAT Campaign – A masterclass in cultural targeting that unlocked a new market via a single character: Kutty, the Malayali accountant.2️⃣ Made in India for the World – A bold declaration of Indian innovation for a global SaaS audience.3️⃣Super Bowl Ads – Frugal but fierce, this campaign helped Zoho stand out in a sea of enterprise giants.⏱ Timestamps00:00 – Introduction02:15 – The birth of the Zoho logo06:30 – Why simplicity & color made the logo unforgettable08:37 – Branding vs. Performance Marketing14:25 – Campaign 1: UAE VAT Campaign – Meet “Kutty”20:45 – Lessons from targeting expat accountants23:02 – Campaign 2: Made in India, Made for the World27:00 – Building pride in Indian-built software30:55 – Campaign 3: Zoho's Super Bowl Ad Strategy35:10 – How Zoho kept it frugal but memorable38:00 – Branding advice for SaaS founders41:20 – Final takeaways for startup marketers

This week we talk about: Zoho Campaigns: Bot Filtering Zoho CRM: Prompt Builder Brings Custom AI Actions to CRM Buttons Zoho CRM: Build Custom Modules with Natural Language Prompts Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-349/   

CRMs! Do you need one? What is a CRM Customer Relationship Management (CRM) system? You asked I am delivering! What part do CRMs play in driving business success (and customer relationship success... and sales success... and pipeline success... and you get the point.) Whether you're a solopreneur, a small business owner, or managing a large team, understanding and implementing the right CRM can be a game-changer for your business. We explore a variety of CRM options including Salesforce, HubSpot, Zoho, and ActiveCampaign, highlighting their unique features, price points, and functionalities. I emphasise the importance of cloud-based CRMs for secure data storage and easy accessibility. Learn about crucial CRM functionalities such as email automation, lead scoring, pipeline management, and data segmentation. Discover why clean data and proper implementation are vital for maximising the benefits of your CRM system. This episode also sheds light on overcoming common challenges businesses face, such as transitioning from Excel spreadsheets and ensuring team buy-in. Tune in to gain actionable insights on selecting, setting up, and effectively using a CRM to enhance your customer journey, streamline your sales processes, and ultimately boost your business growth. If you need personalised advice on choosing the right CRM for your business, feel free to reach out. Happy listening!DOWNLOAD MY CONTENT PLANNER - https://becchappell.com.au/content-planner/Instagram @bec_chappellLinkedIn – Bec Chappell If you're ready to work together, I'm ready to work with you and your team.How to work with me:1. Marketing foundations and strategy consultation 2. Marketing Coaching/ Whispering for you a marketing leader or your team who you want to develop into marketing leaders3. Book me as a speaker or advisor for your organisation4. Get me on your podcastThis podcast has been produced and edited by Snappystreet Creative

This week we talk about: Zoho Creator: New CoCreator powered by Zia Zoho Flow: New iOS app Zoho Notebook AI Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-348/   

Is it time for investors to move beyond the valley when analyzing India?Dev Khare, Partner at Lightspeed agrees. He shares with us an interesting view on two funding models:The Silicon valley model begins with raising millions of dollars & going through huge negative cashflow for years. Hopefully building a great product or maybe even creating a new market. And a few years later, comes out with super fast growth & revenue potential of millions & billions of dollars.Whereas, in the Compounder model companies raise little to no funding in early days. They don't go to negative cash flow, instead growing slowly. Not at 3x ,but at 50% and keep at it for some 10 years building a large company. Thus becoming profitable in a few years following a slow J curve, and raising rounds only to accelerate growth.India has built exceptional companies in the software industry following this model. But, we can all sense that lack of approval for India's enterprise products, which we can confidently say has been achieved in the consumer markets.With 13+ years at Lightspeed, Dev has backed companies like PhysicsWallah, Razorpay, PocketFM, ShareChat, Darwinbox, Portkey.ai, Qure.ai, and Accel Data. Prior to VC, Dev started as a product manager then founded his company Covigo, a developer platform for mobile applications.This episode promises an interesting discussion on building companies in enterprise.0:00- Trailer1:12 - Early days at Lightspeed India8:11 - Learning curve of an Investor11:52 - How OYO fixed supply when Airbnb didn't16:37 - Is organic acquisition now the norm?19:02 - India must rediscover its AI edge20:20 - Compounder v/s silicon valley companies23:26 - Why Freshworks & Zoho chose mature markets?27:40 - Can India create SAAS category leaders?29:18 - Enterprise startups cap at 30%33:07 - How a $3.2B company found its niche37:42 - AI services & AI led services40:37 - Lightspeed's Investment thesis45:34 - Why we have 70% second-time founders?48:18 - Will ITC & Jio acquisitions set a trend?52:37 - Are software IPOs sparse?55:34 - India's enterprise buyer market is small1:04:47 - Missed investments & Lessons1:06:28 - Why is India having a lag effect in AI?1:10:19 - Has India built global enterprise products?-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

This week we talk about: Zoho CRM: Data Sharing Enhancements  Bigin: Form Field Validations Zoho Social: Introducing Linkthread Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-347/   

On today's episode of Moneycontrol's Tech3 Podcast, we dive into Zoho's AI ambitions under new CEO Shailesh Kumar Davey who compares his leadership style to that of Rahul Dravid's: Calm and rock steady. Accenture's earnings and its dampening effect on Indian IT, Apple's hiring spree in India, Nandini's quick commerce expansion, and Heathrow Airport's shutdown. Tune in for the sharpest startup and tech updates.

Two founders lay down their journey so far of going global.First, there was the services wave of exports, led by Infosys and Wipro. Then, companies like Zomato, Oyo, and Ola tried to expand their operations globally. The third wave was headlined by SaaS companies like Freshworks and Zoho. What will the fourth wave of tech exports be?Our guests for this week, Mohit Kumar, founder and CEO of Ultrahuman and Lal Chand Bisu, co-founder of Kuku FM, have an answer to what it could be, and they are leading by example with their own companies at the front of this wave.Mohit shared about 95% of Ultrahuman's customers are from outside India. And their numbers speak for themselves. As for Kuku FM, till early 2024, almost 99% of their business was focused on the Indian diaspora. But they made a switch in 2024, on the back of generative AI, to cross Indian borders. And now, as it stands, the split between India and global is at 90 and 10, respectively, says Lal Chand Bisu.Both these companies are being led by second-time founders. One thing that kept coming up during the discussion was the multiple parallels across both of their companies, like their latecomer's advantage, leading the charge as ‘bear kids' in this economy, and building their business for the freedom and thrill of building a business on their choices.Over the course of the discussion, both Mohit Kumar and Lal Chand Bisu explained how their businesses have evolved over time from when they started to now and how they have scaled and reinvented themselves in this journey.Tune in and listen to episode 34 of Two by Two, hosted by Praveen Gopal Krishnan and Rohin Dharmakumar, as they discuss the hopes, challenges, and excitement surrounding the fourth wave of tech exports from India.-Sign up for The Ken's first subscriber event - https://theken.typeform.com/to/NUPj8HdZ-Additional reading:Kuku FM chooses not to be the hero in its own storyPocket FM had 10 million listeners in India. Yet it hit pay dirt elsewhere-This is a free 10-minute trailer streaming on all podcast streaming platforms. If you'd like to listen to the full episode, you can do so by becoming a Premium subscriber to The Ken or by subscribing to Two by Two on Apple Podcasts via a separate standalone subscription.This episode of Two by Two was produced by Hari Krishna. Rajiv CN, our resident sound engineer, mixed and mastered this episode.If you liked this episode of Two by Two, please share it with your friends and family who would be interested in listening to the episode. And if you have more thoughts on the discussion, we'd love to hear your arguments as well. You can write to us at twobytwo@the-ken.com

This week we talk about: New Bundle: Zoho Projects Plus Zoho Analytics: March 2025 Enhancements Zoho WorkDrive: TrueSync Instant Sync (Beta) Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-346/   

This week we talk about: New Bundle - Zoho Service Plus Zoho CRM: Canvas Updates – Mobile View, Module View, and More Zoho Backstage: February 2025 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-345/   

Romanian Distillery Scanning for SMTP Credentials A particular attacker expanded the scope of their leaked credential file scans. In addition to the usual ".env" style files, it is not looking for specific SMTP related credential files. https://isc.sans.edu/diary/Romanian%20Distillery%20Scanning%20for%20SMTP%20Credentials/31736 Tool Updates: mac-robber.py This update of mac-robber.py fixes issues with symlinks. https://isc.sans.edu/diary/Tool%20update%3A%20mac-robber.py/31738 CVE-2025-1723 Account takeover vulnerability in ADSelfService Plus CVE-2025-1723 describes a vulnerability caused by session mishandling in ADSelfService Plus that could allow unauthorized access to user enrollment data when MFA was not enabled for ADSelfService Plus login. https://www.manageengine.com/products/self-service-password/advisory/CVE-2025-1723.html Android March Update Google released an update for Android addressing two already exploited vulnerabilities and several critical issues. https://source.android.com/docs/security/bulletin/2025-03-01 PayPal's no-code-checkout Abuse Attackers are using PayPal's no-code-checkout feature is being abused by scammers to host PayPal tech support scam pages right within the PayPal.com domain. https://www.malwarebytes.com/blog/scams/2025/02/paypals-no-code-checkout-abused-by-scammers Broadcom Fixes three VMWare VCenter Vulnerabilities https://github.com/vmware/vcf-security-and-compliance-guidelines/tree/main/security-advisories/vmsa-2025-0004

I hate CRMs. I know I need one—I'm doing more coaching, getting more inbound leads, and ranking in the top three organic search results for podcast coaches on Google.But no matter how many times I've tried HubSpot, Zoho, or whatever the flavor of the week is, they've never fit into my workflow.So I did a totally normal, not weird thing: I built my own CRM.In this episode, I walk through the simple system I set up using Notion, Todoist, Make.com, and my website. I'll share why I built it this way, how it automates lead tracking and follow-ups, and why reducing friction is the key to sticking with any system.Plus, I'll show you how you can apply this same approach to streamline your own processes—without forcing yourself into tools that don't work for you. For all of the links mentioned in this episode, go to https://streamlined.fm/464Top TakeawaysThe best CRM (or any tool) is the one you'll actually use—start simple and build on tools you already know.If you struggle with sticking to a system, it's likely because it doesn't fit your natural workflow. Adapt the system, not yourself.Don't limit yourself because of past experience. There is lots of flexibility in the apps we use today, and you can take advantage of that.Show NotesScreenshots I posted on LinkedInAutomations DatabaseNotionTodoistMake.comGravity FormsWant to see the automations I use? Get access to my 40+ Automations Database at streamlined.fm/automation.Send feedback to https://streamlinedfeedback.comFeeling stuck? Check out my unstuck sessions at https://casabona.org/unstuck ★ Support this podcast ★

This week we talk about: Zoho Projects: Version-3 APIs Zoho Desk: Parent-Child Ticketing Enhancements Zoho Publish: Introducing Reports Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-344/   

This week we talk about: Zoho CRM CPQ: Product Configurator and Guided Selling Enhancements Bigin Booking Pages Zoho Creator 2025 RoadMap Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-343/   

This conversation explores the transformative impact of AI on business, particularly focusing on Zoho's evolution as it aims to enhance its enterprise offerings. The speakers discuss the importance of understanding customer data, the global dynamics of AI adoption, and Zoho's unique culture that fosters innovation. They also touch on the future of enterprise software and the integration of AI, emphasizing the need for a holistic view of customer engagement.Takeaways:Massive interest in AI is changing markets and valuations.Tools are only as effective as their application in serving customers.Zoho is aggressively moving into the enterprise space with a focus on AI.Integration of data is crucial for a comprehensive customer view.The concept of customer 360 is often misunderstood.Global market dynamics affect how AI is adopted in different regions.Zoho's culture promotes innovation and responsiveness to customer needs.AI will soon be an integral part of enterprise operations.Not every enterprise is a fit for Zoho's offerings.The future of enterprise software will be driven by AI and data integration.Chapters00:00The Rise of AI and Its Impact on Business01:59Zoho's Evolution and Enterprise Focus06:10Understanding Customer Data and Integration10:08Global Perspectives on AI and Market Dynamics13:54Zoho's Unique Culture and Approach to Innovation21:56Future of Enterprise Software and AI Integration 

This week we talk about: Zoho Social turns 10 Zoho Announces Zia Agents Zoho CRM: Send Emails from Cases Module Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-342/   

On this episode, Joe speaks with Penny Breslin and Damien Greathead about their innovative BOSS (Back Office Support) model, designed to help Client Accounting Services (CAS) practices streamline operations and scale effectively. They discuss key insights from their book, including defining a clear business focus, building the right team, selecting ideal clients, leveraging technology, and refining pricing and communication strategies. By implementing these structured steps, firms can enhance efficiency, improve client relationships, and establish a sustainable, high-performing practice. Resources: It's NOT Just the Numbers via CPA Trendlines CFO Services: A Practical How-To Guide for Accountants by by Penny Breslin, Paula White, Damien Greathead Connect with our guests: Connect with Penny on LinkedIn Connect with Damien on LinkedIn Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast  

This week we talk about: Zoho CRM: Enhanced Approval Process for Greater Control and Flexibility Zoho CRM: Subform Events and Client Script Enhancements Zoho Books: January'25 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-341/   

On the final afternoon of a whirlwind ZohoDay 2025 analyst event, I finally got a live sit down with Brian Sommer after a couple of near misses. The topics on deck: did Zoho make its enterprise case? And how different/effective is its AI strategy? We took a bit of extra time to delve into Zoho's interesting-and-provocative AI messaging in the aftermath of DeepSeek. (Zoho's Sridhar Vembu considered these disruptions of "big AI" significant enough to refer to this phase of AI as "After DeepSeek.") Though some of the ZohoDay content is confidential, ZohoDay includes enough open conversations to let us bring you many of the issues we debated. And: this includes a much higher than average integration of customers into the sessions, which inform our podcast review.

On this episode, Joe speaks with Matt Tait, CEO of Decimal, about the integration of AI in the accounting industry, highlighting Decimal's transition to the AI-native ledger platform, Puzzle. Matt shares his thoughts on how Puzzle can automate up to 90% of routine tasks, improve client experiences, and enhance workflow scalability. His perspective on the implied partnership between tech and accounting firms is refreshing and not to be missed. Episode Resources: Connect with Matt Tait on LinkedIn Decimal.com - Let Decimal Solve Financial Operations Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast

Send us a textWith free-tier offerings mask hidden costs and complex pricing structures, Pipedrive positions itself as a streamlined, value-driven alternative. Unlike HubSpot, which often surprises users with significant upcharges, or Zoho, which nudges customers toward bundled solutions, Pipedrive maintains transparent pricing with a strong focus on sales pipeline management. While many CRMs require costly external add-ons for essential features like CPQ, AI-driven workflows, and document integration, Pipedrive incorporates sales-focused automation, reporting, and integrations without excessive complexity. Its user-friendly interface, predictable cost structure, and built-in sales enablement tools make it a compelling choice for businesses seeking a scalable yet cost-effective CRM solution.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Pipedrive CRM's capabilities. We covered many grounds including where Pipedrive CRM might be a a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Pipedrive CRM.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

This week we talk about: Sridhar Vembu Steps Down As Zoho's CEO Zoho Desk: Formula Fields  Zoho Forms: Convert PDFs and Images into Fillable Forms Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-340/   

In this episode of the CPQ Podcast, Frank sits down with Martin Spritzer, the founder and CEO of iQuoteXpress, a software designed to simplify and streamline CPQ processes for salespeople by salespeople. Key discussion points: The impact of sales automation and customer success on businesses How iQuoteXpress simplifies CPQ processes with automation and customization The top 3 capabilities clients look for in a CPQ solution (guided selling, price book management, and quote to cash) iQuoteXpress's integration capabilities with various CRM systems and e-commerce platforms How iQuoteXpress leverages AI for catalog management, reporting, and data management The future of AI in CPQ and the growing adoption by businesses This episode is a must-listen for anyone looking to: Improve their sales efficiency and accuracy Streamline the CPQ process Leverage automation and AI to gain a competitive edge Listen and learn how iQuoteXpress can help you transform your CPQ game! iQuoteXpress contact information: Email: mspritzer@iquotexpress.com Phone: 305.775.4616 Website: https://www.iquotexpress.com/  LinkedIn: https://www.linkedin.com/in/martinspritzer/

On this episode, Joe and Heather dive into the major trends and challenges shaping 2025 for accounting professionals. They discuss the growing impact of artificial intelligence, policy shifts under the new U.S. presidency, and evolving business models in the industry.  Recommended Reading: The Future of the Professions - Daniel Susskin 5 Best Books About Artificial Intelligence - The New York Times TV and Movie Quotes: From Heather: RuPaul's Drag Race From Joe: The Most Reluctant Convert Book Segment: Revenge of the Tipping Point by Malcolm Gladwell The Woodard Report article: Design Thinking—A Mindset for Firms Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast

Eric in Lewiston, Maine, asks how to use last year's data to create and accurate sales plans and evaluate software tools (like CRMs and ZoomInfo) to make those goals happen. Sales planning is vital—without a roadmap, you're just hoping your revenue targets magically come to life. If you haven't defined clear performance metrics—like call activity, lead generation, conversion rates, or daily prospecting targets—then you don't really have a plan. You have a wish list. Looking Back at Last Year: Which Metrics Matter? Eric wanted to know which metrics from the previous year he and his team should be analyzing to inform this year's targets. The short answer? All of them, if they are metrics that matter to your business goals. Consider: Conversion Rates from Inbound Leads Speed to Lead (How fast are you following up?) Outbound Touches vs. Opportunities in Pipeline Opportunities-to-Proposal Ratios Proposal-to-Closed Deals Ratios Upsells, Cross-Sells, and Expansion Deals By mapping out how each step in your funnel converts to the next—calls to first appointments, first appointments to proposals, proposals to closed deals—you can see exactly where to focus in the new sales year. Maybe you need more first appointments. Maybe you need to tighten up your proposals so more of them convert. Or maybe you're missing upsell opportunities with existing clients. Data points you to the gaps. Pro Tip: Once you understand your ratios, you can decide if you're aiming to improve them by, say, 25% (a stretch goal) or if you're reaching higher. However, be careful not to “fix” one area and inadvertently break another. Success in sales is about balance across the entire funnel. Choosing the Right CRM: Beware of Overkill Eric also mentioned his team's struggle with an outdated CRM that's not built for strong tracking. As they look ahead, they're weighing big guns like Salesforce. But here's the deal: Salesforce is an excellent platform—if you're a larger organization with the bandwidth, budget, and complexity to justify it. For smaller teams (like Eric's with just two salespeople), adopting a massive enterprise CRM can be overkill. Zoho, Pipedrive, Nimble, and HubSpot are great alternatives for small-to-midsize sales teams. They're user-friendly, more cost-effective, and far simpler to deploy. The rule of thumb? Choose a CRM that matches your current size and selling process. The last thing you want is to waste months configuring a powerhouse system that nobody uses because it's too big or too confusing. Making Sense of “Big Data” Tools Like ZoomInfo Eric's final question was about whether to invest in a data-intelligence tool (e.g., ZoomInfo, Apollo, LeadIQ) to identify new leads and tap into “intent data.” My take: ZoomInfo: This is what we use at Sales Gravy, and we love it. It delivers reliable data, helps us expand into new verticals, multi-thread inside target accounts, and dramatically speeds up our list building. Intent Data: Tools like ZoomInfo can show you who's actively looking for solutions like yours. While it's not perfect, it can be a game-changer for prioritizing outreach to the prospects most likely to buy. Beware the Shelfware Trap: If you invest in a high-end data platform, make sure you have a solid plan (and the discipline) to use it consistently. It's easy to drop serious money on software and then let it collect dust. Pro Tip: Start with a limited number of “power users” on your team who will commit to mastering the tool. Then expand usage as you integrate it into your sales workflow. How We Made It Work: A Cautionary Tale We've been using ZoomInfo for years. Early on, we blew through a lot of money because we didn't fully implement it. It wasn't until we got serious—trained our people, integrated it with our CRM, and held each other accountable—that we started seeing results. Today, ZoomInfo is essential to how we prospect, grow pipeline,