Podcasts about zoho crm

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/   

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/   

This week we talk about: Zoho CRM: Introducing Dark Mode and Light Mode Zoho Bigin: Splitting Activities Module into Tasks, Events, and Calls Zoho Desk: Enhanced Zia Integration with GPT Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-329/   

This week we talk about: Introducing Zoho Cliq 6.0 Zoho CRM: Enhanced Wizards with Cross-Screen Field Support and Back Button Zoho Desk: Color-Coded Picklist Fields for Improved Visual Clarity  Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-328/   

This week we talk about: Zoho CRM: Enhanced Tag Management with Import Overwrite Zoho CRM: Expanded Language Support for Enhanced Global Accessibility Zoho CRM: Enhanced Data Exposure for Portal Users Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-327/   

This week we talk about: Zoho Desk: Answer Bot Enhancements Zoho CRM: Enhanced Forecasting with Deal Likelihood Predictions Bigin: New Bigin 360 plan Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-326/   

This week we talk about: Zoho Invoice: New Customization Features Zoho Creator: Upcoming Updates October'24 Zoho Forms: Month-Year Field Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-325/   

Send us a text“You're not in competition with anyone so don't worry about what anyone else is doing.” - Candice DeRisoIn this episode, Candice DeRiso shares her journey from a classically trained singer to a business entrepreneur utilizing Zoho CRM systems for optimized business strategies. 03:16 Candice DeRiso's Journey from Music to Entrepreneurship06:11 The Importance of Data-Driven Marketing09:29 Building a Brand and Leadership25:32 Crafting Your CRM Strategy25:42 Defining Sales Processes27:20 Challenges in User Adoption28:49 The Role of AI in CRM32:45 Choosing the Right CRMClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEcandice@beckmanncollaborative.comBeckmann CollaborativeBeckmann Collaborative | FacebookBeckmann Collaborative | YoutubeBeckmann Collaborative LLC | LinkedInBeckmann Collaborative | PinterestPost-Exit Entrepreneur Jeffrey Feldberg Shares From Startup to Exit: The Key Traits For Entrepreneurial SuccessLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Resources To Have You Thrive And ProsperLooking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit. Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info. Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success. Here's to helping you unlock the riches and success you deserve! https://www.deepwealth.com/thriveContact Deep Wealth: Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.May you continue to thrive and prosper while remaining healthy and safe!

This week we talk about: Zoho Solo: New Application for 1-Man Armies Zoho CRM: Enhanced Subform Management on the Details Page  Zoho Forms: New Form Builder Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-324/   

This week we talk about: Zoho CRM: Enhanced Email Access Permissions Zoho Desk: Customize Ticket IDs for Enhanced Tracking Zoho MA: Instagram Now Available Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-323/   

This week we talk about: Zoho Desk IM Enhancements Introducing Job Sheets for Zoho FSM Bot Filtering Analytics for Zoho Campaigns Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-322/   

This week we talk about: New App - Zoho PDF Editor New - Zoho CRM native integration with WorkDrive Custom Reports for Zoho FSM Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-321/   

This week we talk about: Announcing Zoho DataPrep 2.0 Zoho Desk “Move Department” Action Using Macros Introducing Diagrams for Zoho Show Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-320/   

This week we talk about: The Zoho Desk Autumn 2024 Chronicles Zoho CRM Quick View Filter New Payments Module for FSM Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-319/   

This week we talk about: New App - Zoho Payments Early Access  Zoho FSM Grid View in Dispatch Console New “Resume Harvester” for Zoho Recruit Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-318/   

This week we talk about: Convert CRM dashboards into slide decks New Zoho Recruit “Compose Email Settings” Bigin Pipeline Permissions Enhancements Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-317/   

This week we talk about: Revised Pricing Plan for WhatsApp for Marketing Automation Maximum API Credits Increased for Zoho CRM CRM Portal Pricing Revisions Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-316/