Thank you so much for taking the time to make this Drew.

Finally a great explanation for beginners. Thank you.

Good stuff, Drew. Thanks for sharing, Would love to see some videos about creating customized Financial Reports & Dashboards with data storytelling capabilities.

New issue

Hello, thanks for your great tutorial. I 'm struggling with the Leads/Contacts concept myself and pleae allow me to ask you a question: I'm working on an integration project between a software license server and the Zoho CRM solution. The goal is to capture trial user (b2c) data from the license server and upsert it as records in Zoho CRM. In a subsequent step we will set up a trial nurture automation, but for now the goal is to get the trial user into Zoho CRM. Here's the high-level integration workflow I'm planning: When a user activates a trial version in the software license server, the system will trigger an event and send the relevant user data in a JSON format. The integration will then use the Zoho CRM REST API "Upsert records" endpoint to create or update the records in Zoho CRM. The user data from the license server includes fields like email, name, trial activation date, expiry date and product ID, My question is: Should I be upserting this trial user data to the Contacts module or the Leads module in Zoho CRM? I'm considering the following factors: Contacts module: This seems like a natural fit, as the user data represents potential customers who have already shown interest in the product by activating a trial. Also, the may already own the entry version of the software and aim to trial a higher version with more features, considering whether to upgrade. Leads module: This could also be a viable option, as the trial users are not yet fully qualified contacts, and the Leads module may provide better tracking and conversion metrics. I'm curious to hear your thoughts and recommendations on the most appropriate module to use for this integration. Are there any best practices or considerations I should keep in mind? Thanks!

Hello Drew.. Can I bring two zoho books data sources into one organization and don't loose reporting tags?

Big thanks for such an amazing explanation. Please keep up the good work.

I couldn't find the exact Zoho WorkDrive extension that you showed in your video; I only found the Paid extensions. Please share the link to it. Thanks🙏

Great video thanks for going over all the aspects of this CRM. I still don't know how to get my Salesforce data into it...

Nice video. Do you know why our Knowledgebase would not be populating our articles when we are viewing a ticket? "No Knowledge Base found"

Great video. You might want to do a video on "Ideas on creating zoho crm dashboards" highlighting what you are doing at 28:30

I wish my therapist would have taught me this but I’m glad I’m getting this info as a bonus with my Zoho implementation 😊

I have been working with Zoho for several years, and this is by far the best training video on it I have found!

Thank you for the clarification

Do you think the new SMS gateway will be a better option than Smoove?

Thank you for this great video ❤

All good points. I agree. Thank you.

Thanks for the update Video

As a EU user I am trying to find CRM for everyone upgrade but cant find it.... is it geofenced?

VERY HELPFUL. THANK YOU SO MUCH

Wow. Perfect timing. Thank you.

Awesome Video but how do you access the UTM Parameter sheet? Have a link?

Do you work with european customers? We are starting to build a huge implementation and are not sure about the partners that we have for doing it right now.

Drew how did you create the view on the left?

Thank you for making this Video. You make it look easy.

Really good content, I have learned many new things here. thanks!

i have zoho one how do i see this update?

Awesome Video!!! Thank You

I love how real you keep it. Much respect. Prescription without Diagnosis is Malpractice for sure.

Hello! I have a very basic but possibly complicated question. I have a client that brought ZOHO to me as I’ve worked with other CRM systems in the past and this is their preferred system they want to now move forward with. However, I’m not sure how the ownership or admin works if I set it up with my own email then transfer ownership like I have with other systems. Or, should I walk them through the setup process so that they’ll have to initially start with their own email address. My only worry is that they’ll have access to the system before everything is setup, I’m sure they’ll get email alerts about everything I trigger and test, etc. Any advice is much appreciated!

Great Video. I'll be reaching out soon. Thank you.

Has the Blueprint for Workdrive rolled out yet or is it pending ? I can not, for the life of me, find where those blueprints get created in workdrive. Am I missing something?

I was disappointed to see I could only get data on the company page on LinkedIn. Most posts have been done by employees as a part of our strategy because people engage better with people. Is there any way to get the employee page data from LinkedIn?

I love your video

Great video Drew. I believe your suggestions are still based on the premise the consulting services will still follow the old-fashioned way of running consulting. We can´t forget Zoho CRM and other tools are built to be low-code technology which was meant to empower users. So, to me any Zoho CRM implementation should come with a more "educational" approach, because at the end of the day we want to empower Admins. I know sometimes clients just want someone to do it, and that is the point I struggle sometimes when I am with clients: to balance between the amount of "techy' information I am sharing with them and the implementation tasks itself. How do you see this? How do you approach that as a Zoho expert? Thank you

Forgive my grammar Zoholics 🙏

when an agent submits a ticket how can they see their own ticket? basically I want to use this for cross departmental use. Accounting sending tickets to Sales team... which accounting team can not see

this seems redundant since there's workflow rules

Hello Drew, Great tutorial here on this youtube channel. Thank you for sharing your knowing and teaching in the most simplest way. I tried to access your training on your website but unfortunately, I was unable to do so. When I entered my name, email, and agreed to the terms and conditions, and clicked the "Access Now" button, it redirected me to the homepage. Can you please guide me on how to access the training? Thanks

Thank you for creating such an easy-to-follow tutorial. It couldn't be explained in a simpler or more accessible way.

I own a retail business that sells products B2B and B2C. I'm a user of Zoho One and we use Zoho Books. Can I use Zoho Finance module instead? I found that without using the Zoho Finance module nothing really syncs seamlessly. what are your thoughts?

What's the difference between and workflow and a cadence and how do they work with blueprints. If I wanted to setup a a process for my sale team to flow as Lead Nurturing, how would these all work together and what are the does and don't. I feel incredibly overwhelmed.

At about 8:00, what happens if they leave the page, then come back to the page and fill out the form? Are the original UTM parameters still passed through the Zoho Form even though they're no longer in the address bar?

Hello Drew, A very informative video. What software are you using for the yellow underlining and blackout with the focus circle? It's almost like a telestrator. Thanks, Patrick

Hi Drew - where is your link to the Customer Journey SQL statement and planning spreadsheet you said you'd share? I have signed up to the ZTraining... is it in there somewhere? Thanks

Congratulations on 2000 subscribers Drew!

Thanks! Amazing video and tips here. I tried to create a funnel chart, based on your directions. I have my equivalent to your group table. But when I build my funnel chart, even if I select to "compare with first value", each section of my funnel chart is only comparing to the previous section. Similarly, my conversion rate at the bottom of my chart is only comparing my last stage with. my second to last stage. Finally, I didn't included unconverted deals in my funnel, but I want them to be accounted for when calculating the total conversion rate. Any ideas what I'm doing wrong?

Hey Drew, thanks for the content. Most videos just cover how to implement features but don't go over the full process. Insane value. Thanks.

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How does Odoo's pricing vs features compare with Zoho One? I've recently checked out the Odoo pricing page and they charge 25 dollar per month per user for their highest tier. But I don't fully understand what exactly they offer at that price point. I do understand however that they have plenty of modules covering sales, marketing, project management etc. 25 dollar per month is cheaper than 37 dollars, but I wonder if it will still be cheaper once you add all the features you need for your business.