No More Half-Assed CRM Systems
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@emiliomatusse9503
@emiliomatusse9503 15 сағат бұрын
Amazing. Thank you
@owningyourfinances
@owningyourfinances 11 күн бұрын
Dang, mine looks different. Not sure how to do it now. Any idea what I might be missing?
@Louis-GabrielBOUCHARD
@Louis-GabrielBOUCHARD 12 күн бұрын
Let's do it!
@mahimasharda
@mahimasharda 14 күн бұрын
Nice tips! Thanks for sharing this...
@Clientric
@Clientric 15 күн бұрын
8 people so far have commented on this - we need 2 more to dive into this topic further. Thank you everyone for you comments, I appreciate it!
@AmitGupta-ny8hf
@AmitGupta-ny8hf 18 күн бұрын
more info please
@DanielSierra-t1o
@DanielSierra-t1o 19 күн бұрын
Are the campaigns sent from Marketing automation to CRM leads reflected in the related list?
@stivjimenez1776
@stivjimenez1776 20 күн бұрын
I have the groups created and with users but when I assign them to the apps, the available app does not appear to the users, am I doing something wrong?
@Clientric
@Clientric 19 күн бұрын
@@stivjimenez1776 just to be sure I understand. You are creating groups. Assigning the app to a specific group. Then you assign the user to a group and the app is not being associated? My question would be to double check the app is assigned to the group correctly. Maybe double check that and see if that could be the issue?
@margaretelainedeles4965
@margaretelainedeles4965 20 күн бұрын
Simple but easy. Thanks!
@Jean-g5t
@Jean-g5t 24 күн бұрын
How to use Zia with Zoho Creator. Thanks
@LabinotBahtiri
@LabinotBahtiri 26 күн бұрын
why in the fack is everybody so boringgggggg, just go straight to the concept and stop bullshiting around
@Clientric
@Clientric 26 күн бұрын
It's all about that algorithm! Thanks for the comment and the watch, wishing a great weekend.
@LabinotBahtiri
@LabinotBahtiri 25 күн бұрын
@@Clientric I wish youtube would come up with a policy that forbids the stupid algorithms and have the content go straight to the point.
@Clientric
@Clientric 25 күн бұрын
@@LabinotBahtiri Me too. Don't hate the player, my friend, hate the game. KZbin requires certain amount of watch ours and promotes that longer form content because creators create that to reach their watch hours more effectively. Creating 1 - 4 min video is easier than 4 - 1 minute videos and it's going to be easier to find people to watch one longer one than 4 shorter ones. Unfortunately, that's the game we creators have to play. The videos I create may not be super entertaining but I try so I can catch that algorithm. If you have any other feedback, we are all ears. I'm always a work in progress trying to be better 💪 - Kasey
@TheMcBeed
@TheMcBeed Ай бұрын
Let's make it happen!
@zelamarconstructioninc
@zelamarconstructioninc Ай бұрын
Can you help me with a roofing company? CCC1333321 I am using Zoho since one year , but I need to design everything from cero.
@OGNRG-st5ov
@OGNRG-st5ov Ай бұрын
But I don't think Zoho allows cold email any longer.
@Clientric
@Clientric 26 күн бұрын
What do you mean cold emails? Do you mean through Zoho marketing automation? If you're just sending emails through zoho mail they will go to their intended destination. They could be marked as spam though, but less likely than through something to Marketing Automation.
@owlsdigital
@owlsdigital Ай бұрын
Zoho personal vs business email and what is the cost?
@Clientric
@Clientric 26 күн бұрын
Zoho personal is free! Business pricing is here: www.zoho.com/mail/zohomail-pricing.html?src=mpd-menu If you have a domain and a website (a business in general) then you'd want to use business otherwise you would be fine with Zoho personal.
@cartoonjoy-m7i
@cartoonjoy-m7i Ай бұрын
Thanks a lottt
@amandanorth6526
@amandanorth6526 Ай бұрын
I'm keen for more info, thanks
@derickgrant6032
@derickgrant6032 Ай бұрын
more info please, new into using AI in business.
@Clientric
@Clientric Ай бұрын
Hey Derick, you can watch another video of ours: kzbin.info/www/bejne/nZWUXp1oj7Bqma8si=UrQM0bMX83gOyU5C
@matheusferraz9873
@matheusferraz9873 Ай бұрын
Hi, thank you so much for your videos. We did create Mail Merge templates for our Travel Expenses process, however we relized only admin users are able to view the "Print with Mail Merge" option. How do we provide access in Zoho People so All employees can generate documents for their own Travel Expenses? thank you
@Clientric
@Clientric Ай бұрын
Hi, Could you try doing this: Go to Settings>Permissions and then check if your team has the access to export or not.
@zakariaelou
@zakariaelou Ай бұрын
I have a question please. Can we send up to 20000 emails to 20000 contacts in Zoho CRM? At what cost compared to Zoho campaigns? Thanks!
@Clientric
@Clientric Ай бұрын
Hey, you can connect with us at [email protected]
@ademcfade
@ademcfade 2 ай бұрын
wow - so incredibly fiddley to do isn't it the user interface is a bit grim
@marcofierro2956
@marcofierro2956 2 ай бұрын
how to add zoho creator?
@normanlove222
@normanlove222 2 ай бұрын
So am I correct that i can have the $90 all employee package with Zoho One and then be able to create unlimited users for our Desk and CRM, Inventory modules, if we have Zoho One? Cause that sounds amazing!
@yvonnemanning3127
@yvonnemanning3127 Ай бұрын
I've been trying to get a clear answer to this exact question for a week now. What I'm understanding is that it's $90 x user (admin or not) per month. That is an insane price for a small business. Any business for that matter. So, for 10 employees I will pay $900 per month?? My goodness, I wish someone would clarify.
@Adam2050
@Adam2050 15 күн бұрын
@@yvonnemanning3127 You will have to pay per user for Zoho one, but you can chose now how many you need.
@HookAgency
@HookAgency 3 ай бұрын
Awesome - good stuff!
@daviddaniel3126
@daviddaniel3126 3 ай бұрын
I am very interested in learning more about Zia
@girishnaker177
@girishnaker177 3 ай бұрын
More information please
@jonathon_durno
@jonathon_durno 3 ай бұрын
Quite helpful, thank you! Also, believe in Jesus Christ, and you will be saved. God loves you.
@Samexplorer19
@Samexplorer19 3 ай бұрын
What happened?
@TamerBarakat-yw9xz
@TamerBarakat-yw9xz 3 ай бұрын
Do you have an example of how it looks like? Would love to try this out!
@shraddhachandra7095
@shraddhachandra7095 3 ай бұрын
Hi What's the difference between Candidate onboarding and Employee Onboarding? Also, How can we convert candidates into employees after candidate onboarding?
@domeniclattari5049
@domeniclattari5049 3 ай бұрын
From what I understand after watching this video is that in planning a project, one should choose whether they will use Blueprint(s) to manage tasks, or say Kanban. But not both?
@CopperCanyonAZ
@CopperCanyonAZ 3 ай бұрын
This is cool, I'm learning a lot without being heavily burdened by the advanced concepts or tangents of each feature.
@m0tion
@m0tion 4 ай бұрын
Will the new partner get the commission, or is that lost after the partner change?
@abdul_travelvlog
@abdul_travelvlog 4 ай бұрын
Good
@rhetwylie1786
@rhetwylie1786 4 ай бұрын
I hate the default layout fields. At least we should be able to hide them/leave them to default values. This clutters up everything from new projects to new tasks. I still have Zoho one and use projects but this part is visually depressing
@user-bs7qk5tm3o
@user-bs7qk5tm3o 5 ай бұрын
Jfc you go on KZbin for information and everything is either an ad (this), or outdated. It's really bad now.
@Clientric
@Clientric 5 ай бұрын
Hey, what kind of information are you looking for? And why do you believe this is an ad?
@user-bs7qk5tm3o
@user-bs7qk5tm3o 5 ай бұрын
​@Clientric I don't *believe* it's an ad...it's an ad. The age of "how to" and "best of" categories on youtube is long dead, a shill, excuse me a shell of its former self.
@Clientric
@Clientric 5 ай бұрын
@@user-bs7qk5tm3o I guess we would have to agree to disagree, but we do very much appreciate you commenting on this video, of all videos, to boost its engagement. I’m sorry you don’t see KZbin the same way we do, but we wish you all the best nonetheless! If you do have specific questions about CRMs we would have happy to try and prove you wrong about our “Ad”, as we really just want to help out folks who need it.
@stevecase4592
@stevecase4592 5 ай бұрын
I am curious what got you into the roofing industry for Zoho ?
@Clientric
@Clientric 5 ай бұрын
Thanks for asking, Steve! It was a mix of my network and who we liked working with. My network had some roofers in it and it became clear that we can really help out those folks and make a really big impact. Then after working with a few I just really enjoyed my time with them. Just down to earth people that want to make a difference and impact who have pursued building a business from the ground up. I believe anyone who decides to start a business should be celebrated, however those that don’t have a formal background or knowledge about what to expect I truly admire. I connect with those people a little bit better because that’s me as well! Didn’t realize what I was getting myself into when I started haha. I appreciate the question 😀. - Kasey
@stevecase4592
@stevecase4592 5 ай бұрын
awesome video. Thank you
@alfredoblumenthal2983
@alfredoblumenthal2983 5 ай бұрын
Is this a video on how to speak fast?
@Clientric
@Clientric 5 ай бұрын
I appreciate you taking the time to comment. It was one of the earlier vids I did and I have improved a lot since then. It’s still providing value to people so I’m gonna continue to leave it up!
@alfredoblumenthal2983
@alfredoblumenthal2983 5 ай бұрын
Your videos are great! But papá... just slow down a bit. FYI, I'm watching every video on Zoho Marketing Automation. This is my task this weekend! Once more thank you for posting. I know it is a lot of work. We all appreciate your work. It helps us all a lot!
@ApplesOrangesPR
@ApplesOrangesPR 6 ай бұрын
Very helpful thank you so much.
@stanislavmorskyi1643
@stanislavmorskyi1643 6 ай бұрын
Hi! Is Zoho CRM good for commercial construction business? Thank-you!
@Clientric
@Clientric 6 ай бұрын
Zoho CRM is a really good option for commercial construction businesses
@rolandphotography
@rolandphotography 6 ай бұрын
I'm a wedding photographer and each wedding has more or less the same tasks. Which tool would you prefer for me a wedding photographer? Sprints or Projects? Would be great to get your opinion and proposal. Thanks in advance for your feedback. Roland from Carinthia in Austria 🇦🇹
@Clientric
@Clientric 6 ай бұрын
Hey Roland, For managing individual weddings with their inherent unpredictability, Zoho Sprints offers greater flexibility and adaptation. Its sprint-based approach caters perfectly to the dynamic nature of wedding photography. However, if you strictly follow a pre-defined workflow with less room for spontaneity, Zoho Projects can suffice. I hope that helps! :)
@rolanddutzler
@rolanddutzler 6 ай бұрын
Thank you so much for your quick feedback and explanation. I will try with Zoho Sprints, because I cancelled the usage of Zoho Projects, because it’s too rigid. Again - thank you very much 🙏🏻
@rolanddutzler
@rolanddutzler 6 ай бұрын
One more question: is ZOHO Sprints connectable to Zoho CRM? because Zoho CRM is my main tool and currently I create tasks and meetings in Zoho CRM/deals.
@Clientric
@Clientric 6 ай бұрын
Yes, you can easily integrate Zoho Sprints with Zoho CRM.
@user-vh2yw3ix9i
@user-vh2yw3ix9i 6 ай бұрын
roles and permissions are missing on zoho one
@Clientric
@Clientric 6 ай бұрын
Since, Roles or Profiles are used to restrict the permission among users, it will be available only if you have more than one user. Do you have more than one users in your system?
@PubgPeaks
@PubgPeaks 6 ай бұрын
Thanks for making the video. Consider using dedicated mic for better audio quality next time
@Clientric
@Clientric 6 ай бұрын
Thanks for the feedback!
@ademcfade
@ademcfade 4 ай бұрын
I can hear fun, but austrian company Sonible do a great little plugin called "PURE LIMIT" - you add it to an audio channel, let it listen to your audio for a while then it uses AI to set the loudness automatically. It's saved me a few times :-) and not expensive @@Clientric
@Shiprathakursvlogs
@Shiprathakursvlogs 6 ай бұрын
Thank you for sharing the useful information.
@thosehappythings
@thosehappythings 7 ай бұрын
Hi thnk you! how can i add more users in the zoho mail with the domain
@Clientric
@Clientric 7 ай бұрын
After Domain Verification, you can start adding users to your organization. You can choose to add users one at a time or use the CSV file option to add up to 200 users at once. You can also import users to Zoho Mail from cloud services or other Zoho services like CRM.
@mycontents459
@mycontents459 7 ай бұрын
Please upload zoho creators tutorial
@mycontents459
@mycontents459 7 ай бұрын
Can you upload videos for zoho creators
@alicecellia
@alicecellia 7 ай бұрын
I have to say a tutorial that just mentions what is in plain view is not helpful.
@Clientric
@Clientric 7 ай бұрын
Thanks for the comment! What kind of content do you think would be helpful on your journey with Zoho Marketing Automation, we'd love to take suggestions.
@MaxsaleSolutions
@MaxsaleSolutions 7 ай бұрын
Absolutely. And when #CRM is used for your sales process, work will be more efficient.