Podcasts about zoho desk

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 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/   

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 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: 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/   

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 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: 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 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: 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: Zoho Thrive UI Enhancements Zoho Desk Accessibility Enhancements  Zoho Inventory Q1/Q2 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-307/   

This week we talk about: Zoho CRM Email Management Enhancements Plagiarism Checker for Zoho Writer Initiate Zoho Meetings from Zoho Desk Tickets Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-303/   

This week we talk about: Add Marketplace Extensions now in Zoho Desk Blueprint Transitions  SalesIQ Chatbot now supports 30 languages Bigin adds customizable form links Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-294/   

This week we talk about: What's new in Zoho Desk in 2024 Zoho CRM Announces New Formula Builder Functions Zoho CRM Q1 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-291/   

This week we talk about: New Zoho Notebook Sticky Notes Extension Bigin API Postman Collection Zoho Desk Parent-Child Ticketing (Early Access) Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-281/  

This week we talk about: Zoho FSM September'23 Updates Zoho Backstage Introduces Lead Capture Zoho CRM A/B Testing Enhancements Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-271/  

This week on AZAAZ we answered: ❓The Questions❓

This week on AZAAZ we answered: ❓The Questions❓

This week we talk about: Zoho Campaigns now supports 10DLC! Zoho Desk Shared Snippets Twitter Rebranded To X In Zoho Social Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-267/  

This week we talk about: Bigin API Version 2.0 Canvas Builder Enhancements Zoho Cliq Adds Active Noise Cancellation Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-262/  

This week we talk about: Zoho CRM Email Deliverability Improvements Zoho Creator Revamps It's Upcoming Notes Page Zoho Desk Android App now Supports Marketplace Extensions Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-260/  

This week on AZAAZ we answered: ❓The Questions❓

This week we talk about: Zoho Campaigns Adds Workspaces & Changes to Roles/Syncs Zoho CRM V5 APIs Zoho Desk Adds Custom Lookup Fields for Tickets, Contacts, & Accounts Modules Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-258/  

This week on AZAAZ we answered: ❓The Questions❓

This week on AZAAZ we answered: ❓The Questions❓

This week on AZAAZ we answered: ❓The Questions❓

This week we talk about: SalesIQ Zobot Now Live For Social IM Channels Zoho Recruit Adds Offers Module New Google Meet Integration For Zoho Bookings Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-248/  

This week we talk about: New Zotero Extension for Zoho Writer Global Sets for CRM  Backstage Introduces A Brand New Email Designer Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-247/  

This week on AZAAZ, we answered: ❓The Questions❓

❓The Questions❓ This week on AZAAZ we answered: 1.  I'm new to Zoho Projects but have been using CRM for a while. I've run into a problem with Projects that I have to think has a simple solution I'm somehow overlooking. The problem: I've created a project template for a standard project my company goes through with most clients. I've enabled the default Task Automation Workflow Rule "Assign Task to Project Owner by Default" and left the task owner for all of the tasks in the project template as unassigned. However, when I create a project from the project template, the task owner is not being updated to the project owner. I've tried playing around with it a bunch, and it's still not working properly. Is there something obvious I'm missing? 2. For quotes, we have product variants of each service and optional offers that can be added. By default, in CRM, we need to add a product for each variant to the products module. Having no physical products but services, is it worth using Zoho Inventory or a custom module to make it easier for users? Or will product categories help in this? 3. I am putting together our workflows into Zoho Projects. We do digitization of large archives, and our projects involve numerous people and departments...etc I would love to see some examples of how other people have used Zoho Projects blueprints...etc and how tasks are bests handed from one person to another...if anyone has learned some lessons to share 4. Is there a way to make each Deal in a CRM become a Milestone in a Project?  The use case is wanting to have a single Project match up to an Account or Contact in CRM...and then have each Deal associated with that Account/Contact match up to a Milestone in the singular Project. I'm looking to avoid having 10 Projects for a single Account/Contact. Most of our Deals will have 95% of the work done within the first couple of months, and then it's basically an annual checkup/revisit after that. Because every year after that there are a few annual tasks, the Deal and/or Project never actually ends, so to speak. Hence not wanting to have 10 open Projects for each Account/Contact. (Let me know if my thinking is off here!) 5. Wow! You guys are amazing! Can you guys also answer my follow-up regarding sharing notes with a non-family contact (i.e. CPA, realtor)? 6. I am trying to setup this integration base on what Tyler has suggested (IT admin submitted a ticket to the server manufacturer about some hardware issue, later a campaign is sent to this IT admin to share further news about the server etc). The only place I can enable the integration is from Zoho Campaign. There is no further configuration that I can find after enabling. Then I go over to Zoho Desk and there isn't any configuration that I can find. So how can I enable this use case between Zoho Desk and Zoho Campaign. Previously, I was able to trigger a Zoho Survey (with ticket ID) once a ticket is closed but I am very keen to know how I can enable Zoho Campaign when the ticket is closed?  7. Hello! Your content about GPT and cliq was very helpful and easy to follow. I just want to thank you for that. We just noticed that the GPT bot we have in Cliq had strange responses. Is it possible that Cliq Bot is accessing an earlier version of Chat GPT? Thanks! 8. Does Message media have an IOS app? 9. Can I sync Google sheet data to Creator? 10. I am having problems setting up the field rules. I have hidden a field, but when I try to set up the conditions it doesn't come up in the options.  When the user presses Yes it's supposed to change the field from hidden to shown as per how you did it at 14:53 ... it's not bringing out the hidden field as an option for me. 11. Howdy, I'm using Zoho Sites as a Customer Portal for a client facing tool.   The issue I'm running into is that the default "CRM Integration" is extremely lacking.  It'll only create a new contact (not in the database) and mark their source.  Existing contacts are able to create an account but short of a daily manual import I can't figure out a way to mark the folks that already exist in our database when they sign up.   I'm thinking that Deluge/Zoho Flow has gotta have a better way of doing this but I'm stuck.  Alternative solutions/questions:   Is there a better Zoho tool than Sites for creating gated content? Is it possible to make my Zoho Sites "Sign In" an embedded Zoho Form? 12. Greg's question during Question 2: Can you add a lookup field to a line item on sales orders in the CRM?

This week on AZAAZ we answered:   ❓The Questions❓   1. I know there is the Parent Company field in CRM Accounts, but it doesn't work how I was hoping. I want to have the multiple locations listed under the parent company, with a tree view of the parent company, branch locations, and contacts under each branch.   2. Is there a way to put a button on the contact record so that when I make a phone call on my cell phone, I don't have to dig through the Zoho menus to log the call?    3. I have a nurturing Campaign that has a 7 email sequence, and there are between 2 and 5-day delays between each email based on their action. Is there a way to test the sequence before hitting the Go Live button?   4. What's the use case for integrating Zoho Desk with Zoho Campaigns?    5. I set up a multi-select custom field in Zoho Campaigns, but Zoho is having trouble segmenting contacts with multiple interests when I use the "is" function in the segment criteria. Do I have to use “contains,” or is there a way to use “is”?    6. Whilst I like the look of smooth messenger, most of our clients prefer WhatsApp to SMS. Any recommendations for a smooth messenger equivalent for WhatsApp?   7. Is anyone aware of a resource that demonstrates what you are missing out on by not upgrading? Looking for something along the lines of, "you won't be able to do this in Standard, but you can in Enterprise.”   8. I have encountered this problem twice now, where PageSense unexpectedly pauses. We contacted Zoho for assistance, but they were unsure about the cause and promised to investigate. However, we have not received any updates from them, and the issue recurred about a month later. Has anyone else experienced sudden pauses in PageSense campaigns, and if so, do you have any explanations for why this is occurring? We have to go into each experiment and relaunch it manually.   9. I'm trying to link a subform with a lookup field on Zoho Forms to the CRM. My form is a student application where they select multiple courses (which are my products in Zoho CRM). I want the course list to populate a subform in the CRM with the CRM product lookup associated. Is this possible?    10. Is it possible to create a ChatGPT integration with Zoho SalesIQ as well?

This week we talk about: Zoho CRM Public Early Access 2023 Bigin Adds HubSpot & Pipedrive Imports Zoho Desk's Updated Instant Messaging Feature Our Implementation, Read, Code Share, Pick, and Tip of the Week Read the show notes: https://zenatta.com/episode-240/  

This week we talk about: New Geolocation Extension For Zoho Desk ChatGPT For Zoho Cliq Upcoming Creator Updates Our Implementation, Reads, Code Share,  and Tip of the Week Read the show notes: https://zenatta.com/episode-237/  

This week we talk about: The All New Zoho Desk 2023 Subforms Can Now Be Marked As Required Notebook For ChatGPT Our Reads, Implementation, and Tip of the Week Read the show notes: https://zenatta.com/episode-229/  

Today's interview is with Josh Feast, the CEO and Co-Founder of Cogito, who provide real-time AI coaching & guidance for contact centers. Josh joins me five years on from our initial conversation back in 2017, talks me through their journey since then, the emergence of the real-time guidance space and what service and experience leaders should be thinking about right now.  This interview follows on from my recent interview – CX professionals should be taking their favourite finance person out to lunch – Interview with Jim Tincher – and is number 447 in the series of interviews with authors and business leaders that are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees. NOTE: A big thank you goes out to the folks at Zoho for sponsoring my podcast this month and particularly the team at Zoho Desk. Zoho Desk is trusted by over 50,000 businesses around the world to elevate their customer service and the team over there recently asked me to write a whitepaper for them that explores How focusing on employee happiness and customer success can drive business results. The whitepaper is called: The Killer Combination: Customer success, happiness and the right technology. Do check it out by following this link.

Today's interview is with Jim Tincher, Founder and Mapper in Chief of journey mapping and customer experience consulting firm, Heart of the Customer (HoC) as well as an author. Jim joins me today to talk about his new book, Do B2B Better: Drive Growth Through Game-Changing Customer Experience, what gets in the way of organisations building a differentiated customer experience and what it takes to be a B2B change maker. This interview follows on from my recent interview – Treat your customers well and your employees better – Interview with Liza Smyth of Formstack – and is number 446 in the series of interviews with authors and business leaders that are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees. NOTE: A big thank you goes out to the folks at Zoho for sponsoring my podcast this month and particularly the team at Zoho Desk. Zoho Desk is trusted by over 50,000 businesses around the world to elevate their customer service and the team over there recently asked me to write a whitepaper for them that explores How focusing on employee happiness and customer success can drive business results. The whitepaper is called: The Killer Combination: Customer success, happiness and the right technology. Do check it out by following this link.

Today's interview is with Liza Smyth, who is the SVP of Customer Experience at Formstack. Liza joins me today to talk about how EX and CX efforts in organizations are often handled separately, why you need to prioritize and foster a positive employee experience, the important role that Diversity, Equity, Inclusion and Belonging plays in this and what leaders should be thinking about and doing so they can merge their CX and EX efforts. This interview follows on from my recent interview – The killer combination: Customer success, happiness and the right technology – Interview with Prashanth Krishnaswami of Zoho – and is number 445 in the series of interviews with authors and business leaders that are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees. NOTE: A big thank you goes out to the folks at Zoho for sponsoring my podcast this month and particularly the team at Zoho Desk. Zoho Desk is trusted by over 50,000 businesses around the world to elevate their customer service and the team over there recently asked me to write a whitepaper for them that explores How focusing on employee happiness and customer success can drive business results. The whitepaper is called: The Killer Combination: Customer success, happiness and the right technology. Do check it out by following this link.

Today's interview is with Prashanth “PVK” Krishnaswami is the head of market strategy and thought leadership for the CX product group at Zoho. Prashanth joins me today to talk about Zoho's vision for CX, transnational localism, the link between customer success, employee happiness and business results, a new whitepaper and what service and experience leaders should be thinking about and doing. This interview follows on from my recent interview – Product Led Growth (PLG) is missing a pillar – Interview with Joe Andrews and Martin Schneider of SupportLogic – and is number 444 in the series of interviews with authors and business leaders that are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees. NOTE: A big thank you goes out to the folks at Zoho for sponsoring my podcast this month and particularly the team at Zoho Desk. Zoho Desk is trusted by over 50,000 businesses around the world to elevate their customer service and the team over there recently asked me to write a whitepaper for them that explores How focusing on employee happiness and customer success can drive business results. The whitepaper is called: The Killer Combination: Customer success, happiness and the right technology. Do check it out by following this link.

This week we talk about: Zia Becomes Self Aware WorkDrive TrueSync now supports Ventura iOS Zoho Desk Adds Default Custom Actions Our Reads, Implementation, and Tip of the Week Our App of the Week - Leadfeeder

This week we talk about: Zoho CRM August Community Digest Zoho Backstage August Updates Zoho Desk Adds “My Area” Ticket Filter Our Reads, Implementation, and Tip of the Week Our App of the Week - Dataholics for Zoho CRM

This week we talk about: Custom CSS for SalesIQ 33 more extensions for Zoho Desk Zoho boss has a no lay-off policy Our Reads, Implementation, and Tip of the Week Our App of the Week - Interactive Calculator

This week we talk about: Zoho Sign Now integrates with Zoho Checkout Zoho Desk iOS mobile app now Supports Approvals Zoho Opens New Office in South Texas Our Reads, Implementation, and Tip of the Week Our App of the Week - Zapier

This week we talk about: Zoho WorkDrive Adds Annotations Zoho CRM Adds New Convenient Subform Import Zoho CRM API Credits Increased & integration tasks now consume credits  Our Reads, Implementation, and Tip of the Week Our App of the Week - Related Tickets by Custom Fields for Zoho Desk

Microsoft Teams is one of the best additions to the Microsoft Office in years. Teams brings together functionality from SharePoint, OneDrive for Business, Skype for Business, other Office 365 apps such as Office Online, Planner, OneNote, and Power BI, and numerous third-party apps such as YouTube, Evernote, Zoho Desk, and ShareFile. In this session, you will learn how to use Microsoft Teams to organize workflows, communications, and facilitate document sharing for your workgroup, department, or organization. Regardless of the size of your team, having all information in one place and completely integrated with other Office applications can dramatically improve teamwork and performance. This webinar provides all the information necessary to get up and running with Microsoft Teams. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/10t2/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

This week we talk about: Zoho Sheet Adds New Function LAMBDA Zoho TeamInbox Turns 1 Zoho Campaigns Updates Bounce Status Our Reads, Implementation, and Tip of the Week Our App of the Week - My Followed Tickets for Zoho Desk

This week we talk about: iOS 15 Brings Big Improvements To Many Zoho Mobile Apps Zoho Campaigns Updates Topics, Contacts, & List Management Zoho People Introduces Kiosk Our Reads, Implementation, and Tip of the Week Our App of the Week - Customer Insights for Zoho Desk

Microsoft Teams is one of the best additions to the Microsoft Office in years. Teams brings together functionality from SharePoint, OneDrive for Business, Skype for Business, other Office 365 apps such as Office Online, Planner, OneNote, and Power BI, and numerous third-party apps such as YouTube, Evernote, Zoho Desk, and ShareFile. In this session, you will learn how to use Microsoft Teams to organize workflows, communications, and facilitate document sharing for your workgroup, department, or organization. Regardless of the size of your team, having all information in one place and completely integrated with other Office applications can dramatically improve teamwork and performance. This webinar provides all the information necessary to get up and running with Microsoft Teams. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/10tm/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

This week we talk about: Major Update To The Zoho Campaigns / Zoho CRM Integration Zoho Sheet Adds Native Dark Mode Big CRM NEWS - Early Access to the new Canvas Design Studio A New UI is Rolling Out For Zoho Recruit Our Reads, Implementation, and Tip of the Week Our App of the Week - Twilio SMS/MMS Integration for Zoho Desk

Social impact and corporate social responsibility are central to the mission and activities of Sridhar Vembu, the CEO and co-founder of enterprise software vendor Zoho, maker of products such as Zoho CRM.Read the full transcript: https://www.cxotalk.com/episode/social-impact-zoho-ceo-corporate-responsibilityIn this wide-ranging interview, we speak with Sridhar Vembu about combining economic growth, developing human resources and talent in local communities, and making a positive impact.In this video, you will learn about:-- About Zoho Corporation and CEO Sridhar Vembu-- Ethics and social responsibility: Building a distributed talent pool-- Sustainable connections to local communities-- Cultivating talent with Zoho University-- Combining profit and positive impact-- Nurturing local talent-- Social impact and corporate culture-- Corporate social responsibility examples-- Sustainability and personal consumption-- Ethical considerations of money-- Credential-signaling vs. skills-based recruitment-- Social responsibility and business performance-- Sustainable development and business strategy-- Metrics and measures-- Advice to business leaders-- Social impact of the pandemicSridhar Vembu is the co-founder and CEO of Zoho Corp. In 2005, he began the Zoho University program with six high school students, who were trained for two years in computer science and eventually absorbed in the company. Currently, 15% of Zoho's workforce is made of ZU graduates. Instead of opening new offices in metros, he prefers smaller towns or suburbs. In 2016, the Tenkasi office located in rural India launched Zoho Desk, a product that was developed there.

Neste episódio recebemos o Flávio Elorza, Gerente de TI da H.Hemo, para conhecermos um pouco de uma infra-estrutura de TI distribuída por 12 estados do país e entendermos como o Zoho Desk tem tornado esse relacionamento possível. Doe sangue para salvar vidas dê o play para curtir um papo interessantíssimo.Zoho Desk no Brasil: https://desk.acsoftware.com.br/https://podcafeti.com.br/PodCafé da TI é um podcast da ACSoftware seu parceiro ManageEngine e Zoho no Brasil.https://www.acsoftware.com.br/manageengine

Zoho Workplace is not new to everyone but some people are just discovering it. Workplace offers context, continuity, connectivity, and collaboration across teams and employees in ways other platforms attempt but don't always succeed. In this conversation, we speak with "LSP" Chandrashekar not only about Workplace but also about Zoho's Back to Work suite which makes getting back into offices a safer experience.

This week we talk about: Zoho Creator Updates & Announcements Zoho Meeting gets a major facelift New Analytics Features Zoho Forms Updates Some Things We Noticed Our Reads, Implementation, and Tip of the Week Our App of the Week - Ticket Assignment for Zoho Desk

Tu cliente… ¿dónde está? En las redes, y lo sabes. ¿Cómo no mimar, entonces, este canal como base fundamental de tu estrategia de atención al cliente? Y, para que lo consigas, nuestros faros en lo que a social media se refiere, Sheila Martín, Head of Social Media, y Alicia Medina, Social Media Manager de esta, nuestra casa, te lo ponen fácil. Escucha este podcast y entérate de cómo debes responder a los usuarios, cómo crear un protocolo de actuación y las herramientas que te pueden ayudar a gestionar las incidencias o tickets. Así que pilla tus cascos y deja que la información que va a mejorar la atención al cliente de tu proyecto fluya de tus oídos... ¡a tu empresa! ¡Y también puedes vernos en YouTube! En este episodio hablaremos de: -Cuándo usar las redes sociales como parte de atención al cliente. -Importancia de saber escuchar en redes. -Beneficios para tu negocio de usar las redes como atención al cliente. -Redes que utilizar (y que no) para atención al cliente. -Cómo establecer un protocolo de actuación. Importancia y objetivos de este protocolo. Partes de un protocolo de actuación en redes. -Gestión de crisis en redes sociales. -Herramientas para la gestión de tickets o incidencias en redes. Enlaces y recursos recomendados en el programa: -Artículo de Buffer sobre cómo dos equipos gestionan la misma bandeja de entrada: https://buffer.com/resources/social-media-inbox -Herramientas para gestión de tickets desde redes sociales: Salesforce: https://www.salesforce.com/es/ Lithium: https://khoros.com/ Chrysalis: http://www.socialmediacrm.es/wordpress/ Freshdesk: https://freshdesk.com/es/ Sprout: https://sproutsocial.com/es/ Conversocial: https://www.conversocial.com/ Zendesk: https://www.zendesk.es/ Zoho Desk: https://www.zoho.com/es-xl/desk/

This week we talk about: Zoho Bookings Updates Updated reCaptcha in Zoho CRM 5 Writer Updates New Templates for Zoho Sites Some Things We Noticed Our Reads, Implementation, and Tip of the Week Our App of the week - Twilio extension for Zoho Desk

This week we talk about: Zoho Social Now Supports Facebook Groups Zoho Campaigns Adds SMS and Adds a New Image Editor Analytics Updates Backstage Update Roundup Some Things We Noticed Our Reads, Implementation, and Tip of the Week Our App of the week - Unbabel for Zoho Desk

En este episodio quiero realizar un recorrido sobre las novedades que ha habido en el año 2019 en esta cada vez mejor herramienta de email marketing. Sin duda desde el 2018 hasta la fecha ZOHO a realizado un gran esfuerzo en mejorar a pasos forzados una solución de email marketing profesional y con mucha más potencia de la que ofrecía hace tan solo 2 años. Octubre Integración con Wistia Puedes añadir los videos de tu cuenta de Wistia a tus boletines y crear una interacción poderosa con tu audiencia. La estrecha integración entre Zoho Campaigns y Wistia permite que puedas rastrear fácilmente cómo tus contactos interactúan con sus videos. Integración con MS Dynamics 365Integraciones Conecta tu cuenta de MS Dynamics 365 con Zoho Campaigns para nutrir a tus clientes potenciales e involucrar a sus contactos con el marketing por correo electrónico. Configura una sincronización y podrás importar sin problemas los datos de tu audiencia en MS Dynamics 365 a Campaigns. Septiembre Integración con Zendesk Ahora los datos de tus usuarios en ZenDesk se importan a Zoho Campaigns y podrás interactuar con campañas de correo electrónico personalizadas y específicas. Integración con Zoho Desk Importa los datos de sus usuarios finales en Zoho Desk a Zoho Campaigns y podrás interactuar con campañas de correo electrónico. La sincronización perfecta significa que enviar correos electrónicos de marketing a sus usuarios finales en Zoho Desk es muy sencillo. Agosto Integración con Shopify Mantente al tanto del rendimiento de tu tienda con la integración mejorada entre Shopify y Zoho Campaigns. Ahora puedes rastrear a tus compradores, ver informes de ingresos, enviar seguimientos automáticos y mensajes de carrito abandonado, y más. Integración con Zoho Commerce Convierte a los visitantes de su tienda de comercio electrónico en compradores a través de correos electrónicos personalizados y procesables. Las campañas de Zoho: la integración de Zoho Commerce tiene como objetivo ayudarte a marcar casillas como correos electrónicos de carritos abandonados, correos electrónicos de recordatorio, seguimiento de tus compradores, correos electrónicos posteriores a la compra y mucho más. Automatización avanzada de flujo de trabajo Pon en juego la automatización del marketing por correo electrónico en cada etapa de su compromiso. Zoho Campaigns ahora le permite diseñar flujos de trabajo de correo electrónico altamente sofisticados utilizando el generador de arrastrar y soltar. Simplemente configura un flujo de trabajo basado en su estrategia de participación y verás cómo la automatización se encarga del resto. Junio Comentarios para darse de baja Mejora tu estrategia de participación conociendo qué hizo que tus contactos presionen el botón para cancelar la suscripción. Ahora puede configurar una encuesta con diferentes comentarios y dejar que su contacto elija uno al momento de la salida. Mayo Integración con SugarCRM Si usas SugarCRM ahora podrás integrar tu cuenta de SugarCRM con Zoho Campaigns, incorporar los detalles de sus contactos a sus listas de correo e impulse las ventas más rápido con el marketing por correo electrónico. Integración con Salesforce Zoho Campaigns ahora se integra con Salesforce para ayudar a atraer a su audiencia con correos electrónicos procesables. Importar los detalles de tus clientes potenciales y contactos presentes en varios módulos de Salesforce a Campaigns, y envíeles campañas de correo electrónico específicas. Febrero Integración con Zoho Meeting Ahora ponerte en contacto con los participantes en un seminario web con la ayuda de campañas de correo electrónico es más fácil que nunca. Promociona tus seminarios web, involucre a tus asistentes y rastrea los resultados en tu cuenta de Zoho Campaigns. Zoho Campaigns se integra con Zoho Meeting para ayudarte a mejorar tus estrategias de marketing por correo electrónico para seminarios web.

En este episodio quiero realizar un recorrido sobre las novedades que ha habido en el año 2019 en esta cada vez mejor herramienta de email marketing. Sin duda desde el 2018 hasta la fecha ZOHO a realizado un gran esfuerzo en mejorar a pasos forzados una solución de email marketing profesional y con mucha más potencia de la que ofrecía hace tan solo 2 años. Octubre Integración con Wistia Puedes añadir los videos de tu cuenta de Wistia a tus boletines y crear una interacción poderosa con tu audiencia. La estrecha integración entre Zoho Campaigns y Wistia permite que puedas rastrear fácilmente cómo tus contactos interactúan con sus videos. Integración con MS Dynamics 365Integraciones Conecta tu cuenta de MS Dynamics 365 con Zoho Campaigns para nutrir a tus clientes potenciales e involucrar a sus contactos con el marketing por correo electrónico. Configura una sincronización y podrás importar sin problemas los datos de tu audiencia en MS Dynamics 365 a Campaigns. Septiembre Integración con Zendesk Ahora los datos de tus usuarios en ZenDesk se importan a Zoho Campaigns y podrás interactuar con campañas de correo electrónico personalizadas y específicas. Integración con Zoho Desk Importa los datos de sus usuarios finales en Zoho Desk a Zoho Campaigns y podrás interactuar con campañas de correo electrónico. La sincronización perfecta significa que enviar correos electrónicos de marketing a sus usuarios finales en Zoho Desk es muy sencillo. Agosto Integración con Shopify Mantente al tanto del rendimiento de tu tienda con la integración mejorada entre Shopify y Zoho Campaigns. Ahora puedes rastrear a tus compradores, ver informes de ingresos, enviar seguimientos automáticos y mensajes de carrito abandonado, y más. Integración con Zoho Commerce Convierte a los visitantes de su tienda de comercio electrónico en compradores a través de correos electrónicos personalizados y procesables. Las campañas de Zoho: la integración de Zoho Commerce tiene como objetivo ayudarte a marcar casillas como correos electrónicos de carritos abandonados, correos electrónicos de recordatorio, seguimiento de tus compradores, correos electrónicos posteriores a la compra y mucho más. Automatización avanzada de flujo de trabajo Pon en juego la automatización del marketing por correo electrónico en cada etapa de su compromiso. Zoho Campaigns ahora le permite diseñar flujos de trabajo de correo electrónico altamente sofisticados utilizando el generador de arrastrar y soltar. Simplemente configura un flujo de trabajo basado en su estrategia de participación y verás cómo la automatización se encarga del resto. Junio Comentarios para darse de baja Mejora tu estrategia de participación conociendo qué hizo que tus contactos presionen el botón para cancelar la suscripción. Ahora puede configurar una encuesta con diferentes comentarios y dejar que su contacto elija uno al momento de la salida. Mayo Integración con SugarCRM Si usas SugarCRM ahora podrás integrar tu cuenta de SugarCRM con Zoho Campaigns, incorporar los detalles de sus contactos a sus listas de correo e impulse las ventas más rápido con el marketing por correo electrónico. Integración con Salesforce Zoho Campaigns ahora se integra con Salesforce para ayudar a atraer a su audiencia con correos electrónicos procesables. Importar los detalles de tus clientes potenciales y contactos presentes en varios módulos de Salesforce a Campaigns, y envíeles campañas de correo electrónico específicas. Febrero Integración con Zoho Meeting Ahora ponerte en contacto con los participantes en un seminario web con la ayuda de campañas de correo electrónico es más fácil que nunca. Promociona tus seminarios web, involucre a tus asistentes y rastrea los resultados en tu cuenta de Zoho Campaigns. Zoho Campaigns se integra con Zoho Meeting para ayudarte a mejorar tus estrategias de marketing por correo electrónico para seminarios web.

With more and more help desk systems released, finding one can be a challenge in of itself. On one side you have a bunch of budget offerings whereas on the other, refined premium tools that mean business and only. Two such systems are Zoho Desk and Zendesk. Both share a lot in common and both […] The post Zendesk vs. Zoho Desk — Measuring Industry Front Runners appeared first on Help Desk Migration Service.

This week we talk about: PayU Integration for Zoho CRM UPdates to Zoho ShowTime, Zoho Workerly, Zoho Analytics, Zoho Recruit, Zoho Desk, and Zoho WorkDrive Stencil our Application of the Week

This week we talk about: Creator Updates TeamViewer Get's Zoho Desk and CRM Integration MasterCard And Zoho Team Up Zoho Invests in Mexico Expansion Books Changes Our Reads, Tip an App of the Week

En este episodio entrevisto a Vinicio Gordon, el nuevo profe de ZOHO Desk en Píldoras para ZOHO CRM y hablaremos con él sobre el contendido del curso y los beneficios que aporta implementar este tipo de herramientas de soporte en las empresas, sea de tamaño que sea. ZOHO Desk no lo he dicho, pero creo que no necesita presentaciones, aun así te comentaré por si no sabes que es se trata de un software para la gestión de incidencias, es sin duda la herramienta imprescindible para cualquier departamento o servicio de atención al cliente (en adelante SAT). Si has pensado en alguna ocasión es adoptar una herramienta de este tipo este curso es para ti, pero deja que sea Vinicio el que nos cuente que beneficios ha aportado en su empresa, pues el tiene una dilatada experiencia como gestor del departamento de atención al cliente y calidad de su empresa e implemento ZOHO Desk para resolver todos los problemas que se le presentaban en su empresa. En 2018 fue invitado a ZOHOLICS en Mexico como caso de éxito para compartir su experiencia en la adopción y configuración de ZOHO Desk. ¿Quieres formarte mejor en ZOHO? Visita la academia: pildorazcrm.com Cursos: https://www.pildorazcrm.com/cursos-zoho/ Mas contenidos: Únete a nuestro Grupo Facebook: https://www.facebook.com/groups/pildorazcrm/ Sígueme en twitter: @pildorazcrm

En este episodio entrevisto a Vinicio Gordon, el nuevo profe de ZOHO Desk en Píldoras para ZOHO CRM y hablaremos con él sobre el contendido del curso y los beneficios que aporta implementar este tipo de herramientas de soporte en las empresas, sea de tamaño que sea. ZOHO Desk no lo he dicho, pero creo que no necesita presentaciones, aun así te comentaré por si no sabes que es se trata de un software para la gestión de incidencias, es sin duda la herramienta imprescindible para cualquier departamento o servicio de atención al cliente (en adelante SAT). Si has pensado en alguna ocasión es adoptar una herramienta de este tipo este curso es para ti, pero deja que sea Vinicio el que nos cuente que beneficios ha aportado en su empresa, pues el tiene una dilatada experiencia como gestor del departamento de atención al cliente y calidad de su empresa e implemento ZOHO Desk para resolver todos los problemas que se le presentaban en su empresa. En 2018 fue invitado a ZOHOLICS en Mexico como caso de éxito para compartir su experiencia en la adopción y configuración de ZOHO Desk. ¿Quieres formarte mejor en ZOHO? Visita la academia: pildorazcrm.com Cursos: https://www.pildorazcrm.com/cursos-zoho/ Mas contenidos: Únete a nuestro Grupo Facebook: https://www.facebook.com/groups/pildorazcrm/ Sígueme en twitter: @pildorazcrm

O nosso aplicativo, Producer, foi lançado uma versão beta, agradecemos os produtores que estão testando e enviando feedback. Entre no nosso grupo do telegram ou nos envie um email pedindo acesso para essa versão.Mudamos nosso sistema de suporte, estamos usando o Zoho Desk agora. Esperamos responder mais rápido e vamos pagar mais barato, todos ganham. Não desconsiderem a Apple! A Karen, do @XPoilers, nos enviou uma mensagem explicando melhor o sistema de estatísticas da Apple e vamos atras, não desconsiderem a Apple!PS: Em um momento eu falei Amazon, mas era Apple :|

O nosso aplicativo, Producer, foi lançado uma versão beta, agradecemos os produtores que estão testando e enviando feedback. Entre no nosso grupo do telegram ou nos envie um email pedindo acesso para essa versão.Mudamos nosso sistema de suporte, estamos usando o Zoho Desk agora. Esperamos responder mais rápido e vamos pagar mais barato, todos ganham. Não desconsiderem a Apple! A Karen, do @XPoilers, nos enviou uma mensagem explicando melhor o sistema de estatísticas da Apple e vamos atras, não desconsiderem a Apple!PS: Em um momento eu falei Amazon, mas era Apple :|

En el artículo ¡ Ya está aquí ZOHO Desk ! la evolución de Support te explico las novedades sobre este nuevo producto que es ZOHO Desk. Pero en el podcast quiero hacer una reflexión sobre la importancia de tener un servicio de atención al cliente si quieres que tu empresa esté centrada en el cliente. Este enfoque […] La entrada 27. La importancia de tener un servicio atención al Cliente aparece primero en Píldoras para ZOHO CRM.

En el artículo ¡ Ya está aquí ZOHO Desk ! la evolución de Support te explico las novedades sobre este nuevo producto que es ZOHO Desk. Pero en el podcast quiero hacer una reflexión sobre la importancia de tener un servicio de atención al cliente si quieres que tu empresa esté centrada en el cliente. Este enfoque […] La entrada 27. La importancia de tener un servicio atención al Cliente aparece primero en Píldoras para ZOHO CRM.