Podcasts about zoho crm

This week we talk about: Zoho Commerce: Introducing Zoho Commerce 2.0 Zoho Desk: Introducing Playground, an Exclusive Test Environment Zoho Sign: Introducing WhatsApp Integration Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-362/   

This week we talk about: Zoho CRM: View Lookup Modules' Data within a Canvas Page Zoho FSM: Now Included in Zoho Flow Zoho Marketing Plus: Use Zia (AI) to Create Marketing Projects Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-361/   

What if the real power move in your mortgage business isn't scaling up—but stepping back? In this episode, I sit down with Dominique Gonthier—a former military officer turned mortgage broker who built a business funding 250 deals a year, then deliberately cut that number in half to focus on family, fitness, and freedom. We dive into how he transitioned from realtor to broker, built an efficient team, and now takes entire weeks off to work on his business instead of always in it. If you're grinding nonstop and feel like growth comes at the cost of your personal life, Dominique's story will give you a new model. In this episode, we'll cover: Starting Strong – How Dominique hit 85 files in his first year after transitioning from real estate and military service. Scaling Back to Move Forward – Why he chose to drop from 250 to 100 files annually—and is happier and more profitable. Running Lean with Tech – How he uses Zoho CRM and a focused team to stay efficient without burnout. Owning His Time – The “no-meeting” weeks and time-blocking tactics that give him control over his calendar. Getting Loyal Clients Without Ads – How contests, reviews, and value-driven advice fuel a 90% referral business. To connect with Dominique, check out the links below: Facebook YouTube https://www.bonsaisf.com/ https://linktr.ee/domgonthier Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell.  To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca.

Neste episódio do Vamos de Vendas, exploramos como a Inteligência Artificial está redefinindo o topo do funil de vendas — da prospecção à construção de cadências hiperpersonalizadas. Para essa conversa, recebemos Danilo Konrad, fundador da Avança AI, ex-Sales Hacker e referência nacional em vendas B2B com mais de 15 anos de experiência na formação de máquinas de vendas.Com uma visão prática e estratégica, Danilo revela como times comerciais podem aplicar IA como um processo — e não apenas como ferramenta — para escalar produtividade, reduzir custos e entregar experiências mais relevantes no início da jornada do cliente.

This week we talk about: Zoho CRM: Cross-Module Criteria Now Available in Custom Views Zoho Analytics: Invitation-Based User Access Now Live Zoho FSM: Smart Scheduling Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-360/   

Neste episódio do Vamos de Vendas, desmistificamos um dos maiores tabus da gestão comercial: a migração de CRM em médias e grandes empresas. Para essa conversa, recebemos Cleber Iyama, co-CEO da CRM7 e um dos principais especialistas em CRM do Brasil, com mais de 5 mil implantações no currículo.Com uma trajetória que une experiência em grandes grupos de mídia à liderança em tecnologia, Cleber revela os bastidores de projetos bem-sucedidos — e também dos que deram errado —, além de apresentar o método 7Sales, criado para garantir implantações eficientes e personalizadas.

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/   

Neste episódio do Vamos de Vendas, exploramos uma das transformações mais impactantes nas estratégias comerciais: como novas tecnologias estão revolucionando a experiência de compra no B2B. Para essa conversa, recebemos Vitor Oliveira, COO e cofundador da Getdemo – a primeira plataforma de demos interativas da América Latina. Com mais de 10 anos de experiência em vendas B2B no mercado de software, Vitor compartilha aprendizados sobre como encantar o comprador moderno com jornadas mais fluidas e assertivas.

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/   

Neste episódio do Vamos de Vendas, exploramos uma abordagem cada vez mais estratégica nas operações B2B: o Revenue Enablement como motor de crescimento. Para essa conversa, recebemos Fayola Damaceno, sócia-diretora da Loboh Consultoria de Vendas, com mais de 17 anos de experiência transformando times comerciais em máquinas de conversão.

Welcome to Business Thursdays on The Viral 3 your weekly dose of practical business insights, where we break down what's working for today's entrepreneurs.In this episode, we explore *AI tools that are helping solopreneurs scale like teams of 10* without the overhead, stress, or complexity. Whether you're building a personal brand, running a small business, or starting out on your own, these tools are designed to help you do more with less.From *ChatGPT* for content creation, *Notion AI* for planning, *Runway ML* for video production, to *Beautiful.ai* for smart presentations and *Descript* for effortless editing these apps are redefining what it means to work solo. We also cover tools like *Durable.co* for instant websites, *Tidio* for AI-driven customer support, and *Zoho CRM* for sales automation. You'll learn how Indian solopreneurs and bootstrapped businesses are using these tools to scale operations, automate workflows, and deliver high-quality output all without hiring a full-fledged team.If you're ready to step into the future of smart, lean entrepreneurship this episode is your blueprint.Don't forget to subscribe to The Viral 3 for more real, relatable, and relevant insights every week. Share this episode with a fellow creator or entrepreneur who's building their dream from scratch.*Keywords:* AI tools for solopreneurs, productivity apps 2025, best AI apps for entrepreneurs, Indian startup tools, content automation, video editing AI, AI-powered CRMs, smart marketing tools, work smart with AI, scale small business India#TheViral3 #BusinessThursdays #AIForEntrepreneurs #ScaleWithAI #SolopreneursIndia #Productivity2025 #WorkSmartNotHard #IndianStartups #DigitalTools2025 #EntrepreneurLife

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/   

Neste episódio do Vamos de Vendas, exploramos uma abordagem estratégica que tem redefinido o crescimento de empresas B2B: a transformação de negócios em ecossistemas de parcerias. Para essa conversa, recebemos Nara Vaz Guimarães, empresária, investidora, mentora Endeavor e autora do best-seller Ecossistema de Parceiros.

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/   

Neste episódio do Vamos de Vendas, mergulhamos em um tema cada vez mais presente nas organizações orientadas a crescimento: a função do Chief Revenue Officer (CRO). Para essa conversa, recebemos Marilena Cancelier, CRO no Grupo Toccato, que traz uma visão completa sobre os desafios e oportunidades dessa cadeira estratégica.

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/   

Neste episódio do Vamos de Vendas, mergulhamos em um dos temas mais relevantes para organizações em crescimento: a estruturação de vendas a partir de Unidades de Negócio. Para essa conversa, recebemos Cristiano Gregorius, Diretor Executivo da Softplan para a Indústria da Construção, executivo com mais de 25 anos de experiência em vendas B2B, gestão de canais e liderança de times comerciais no Brasil e na América Latina.

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.

Depois de participar de vários episódios, contribuir nos bastidores e até arriscar uns palpites nas gravações, chegou a hora dele assumir o microfone: Gustavo Pagotto, fundador da comunidade PipeLovers, é o novo host do Vamos de Vendas.No ano passado, Pagotto realizou o sonho de fazer stand-up comedy. Neste, realiza outro: liderar um dos podcasts mais relevantes para quem vive de Vendas B2B no Brasil. Uma nova fase começa — e a régua continua lá no alto.

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/   

Neste episódio especial do Vamos de Vendas, mergulhamos no universo da cocriação de projetos complexos com clientes B2B, marcando um momento simbólico para a nossa história: a transição do apresentador Marcelo Pereira para o novo host Gustavo Pagotto. Marcelo, premiado como Melhor Professor de Vendas do Brasil pela Escola Conquer, compartilha bastidores inéditos sobre como projetos personalizados, como o próprio Vamos de Vendas, podem gerar valor real e transformação no mercado.

ZOHO CRM Mapping (slow workflow, free version)

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/   

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/   

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/   

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/   

Neste episódio, recebemos Fatima Periard, Gerente de Planejamento de CRM da Repense e Fundadora da CRMBrasil, e Guilherme Palmerio, fundador da Hotpipe, para um papo direto sobre como o CRM pode transformar sua operação comercial – da prospecção ao pós-venda.

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/   

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/   

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 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/   

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/   

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/   

Agora no top 10% dos podcasts com vídeo no Spotify, o VDV se consolidou como uma referência em conteúdo B2B.

Send us a textFor businesses with complex sales processes, CRM platforms often require customization to meet specific needs, despite claims of high flexibility. Even market leaders like Salesforce encounter challenges in handling industry-specific demands, such as the intricate workflows of real estate. These limitations arise from the simplified data models that prioritize ease of use but lack the sophistication of ERP systems for managing complex custom workflows. Zoho CRM offers a compelling alternative by providing a highly customizable platform with an extensive suite of native tools and integrations. While its affordability and adaptability stand out, scaling with advanced customizations or integrating third-party apps can lead to increased costs, making it essential to evaluate how well Zoho CRM aligns with your industry's unique requirements compared to other options in the market.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Zoho CRM's capabilities. We covered many grounds, including where Zoho CRM might be 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 Zoho 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: Zoho Sprints: AI-Powered Insights with Sheet View Zoho Flow:  Zoho Tables is now Available Zoho Analytics: Update to Instagram Profile Integration Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-339/   

This week we talk about: Zoho Deluge: New invokeAPI Task Zoho CRM: WhatsApp for Business Integration Enhancements  Zoho Analytics: Mandatory Email Domain Verification Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-338/   

This week we talk about: Zoho Marketing Automation: Profile Stitching Zoho One: Zoho Landing Pages Added Zoho CRM: Custom Rollup Summary Fields Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-337/   

This week we talk about: Zoho CRM: Combine Related Groupings into Categories Zoho Forms: New AI Forms Marketing Plus: Zoho Landing Pages added Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-336/   

This week we talk about: Year in Review Wishlist 5th Annual Zenmy Awards Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-335/    

This week we talk about: Zoho Practice 2.0 Zoho CRM: Record Summary Desk: Enhanced Support Plan Management Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-334/   

This week we talk about: Zoho Bigin: Enhanced Call Management and Customization Zoho Creator: Upcoming Updates December 2024 Zoho FSM: Introducing Equipment Management Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-333/   

This week we talk about: Zoho CRM: Enhanced Calls Module with "From Number" and "To Number" Fields Zoho Bigin: Enhanced Duplicate Management and Unified Approvals Zoho Desk: Enhanced Collaboration with Mass Comments Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-332/   

This week we talk about: Zoholics 2025 US in Houston, Texas Zoho CRM: New Queries Zoho Payroll:  Now Available in all 50 states Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-331/   

This week we talk about: Zoho CRM: Categorizing Report Values Zoho Webinar: New On-Demand Feature Zoho Projects: Global Web Tabs Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-330/