Customer Validation & Transfer for 3rd Party Call Center via Analytics - CRM Zen Show Episode 287
Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded on Friday, January 26, 2024, and hosted by Brett Martin & Tyler Colt. ? UPCOMING LIVE STREAMS ? Zoho Recruit Full Product Overview February 20, 2024, 10:00 AM Pacific Standard Time https://club.zenatta.com/c/zenatta-events/?sort=asc *Don't Miss Any Zoho News, Tips, Events & More* *Subscribe To Our Newsletter* - https://zenatta.com/newsletter/ ? *Zoho Team Training Programs* ? Train Your Team In Less Than A Week! ?https://zenatta.com/training/?utm_source=youtube_d&utm_term=_PjwJ8OhZ9w ? *TIMESTAMPS* ? This Episode Was Produced By - Podcaster Zen ----https://podcasterzen.com/ 0:00 Intro 2:10 Announcements & Events *Zoho News* 6:12 Gmail & Yahoo Policy Updates 8:15 Zoho CRM Cadences Studio [Early Access] 13:31 Zoho CRM CPQ Enhancements 15:59 Zoho CRM currency management enhancements 19:14 Bigin Dashboard enhancements 22:56 Zoho Writer new customized character styles feature *Implementation of the Week* 24:12 Customer Validation & Transfer for 3rd Party Call Center via Zoho Analytics, Forms & CRM *Code Share Of The Week* 27:32 Quickbooks Customers Query ----https://club.zenatta.com/c/code-share/Quickbooks-Customers-Query *New On Zenatta* 31:17 Building Customized Business Solutions with Zoho Creator ----https://zenatta.com/building-customized-business-solutions-with-zoho-creator/ *Tip Of The Week* 34:26 Creating Accurate 1099 Reports in Zoho Books ----https://www.youtube.com/watch?v=xNQhXT0XEns *This Week’s Quizzes* How can you share a job opening with a vendor in Zoho Recruit's Vendor Portal? ----https://www.youtube.com/post/UgkxQrcWZD_zbYV6xGSr6DA7z6ZaNlANlZ1V How can you invite/add new users to your organization in Zoho Sign? ----https://www.youtube.com/post/UgkxvkfQUssqpJ4C7I-T0lSFIKXuC22kQI2m ? *SUBSCRIBE* ? ️ ♦️ YouTube - https://www.youtube.com/channel/UCKRz7KrqKevWsu-frt9ELfg?sub_confirmation=1 ️ ♦️ Newsletter - https://zenatta.com/newsletter/ ️ ♦️ LinkedIn - https://www.linkedin.com/company/zenatta/ ️ ♦️ Twitter - https://twitter.com/zenattaconsult/ ️ ♦️ Facebook - https://www.facebook.com/ZenattaConsulting/ ? *OTHER RESOURCES* ? ️ ♦️Resource Library - https://zenatta.com/resources/ ️ ♦️Events - https://club.zenatta.com/c/zenatta-events/ ️ ♦️Club Zenatta - https://club.zenatta.com/ ? *ABOUT US* ? At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business. Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience. ? *NEED ZOHO HELP?* ? Visit - https://zenatta.com/ #CRMZenShow #Zoho #ZohoNews
Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded on Friday, January 26, 2024, and hosted by Brett Martin & Tyler Colt. ? UPCOMING LIVE STREAMS ? Zoho Recruit Full Product Overview February 20, 2024, 10:00 AM Pacific Standard Time https://club.zenatta.com/c/zenatta-events/?sort=asc *Don't Miss Any Zoho News, Tips, Events & More* *Subscribe To Our Newsletter* - https://zenatta.com/newsletter/ ? *Zoho Team Training Programs* ? Train Your Team In Less Than A Week! ?https://zenatta.com/training/?utm_source=youtube_d&utm_term=_PjwJ8OhZ9w ? *TIMESTAMPS* ? This Episode Was Produced By - Podcaster Zen ----https://podcasterzen.com/ 0:00 Intro 2:10 Announcements & Events *Zoho News* 6:12 Gmail & Yahoo Policy Updates 8:15 Zoho CRM Cadences Studio [Early Access] 13:31 Zoho CRM CPQ Enhancements 15:59 Zoho CRM currency management enhancements 19:14 Bigin Dashboard enhancements 22:56 Zoho Writer new customized character styles feature *Implementation of the Week* 24:12 Customer Validation & Transfer for 3rd Party Call Center via Zoho Analytics, Forms & CRM *Code Share Of The Week* 27:32 Quickbooks Customers Query ----https://club.zenatta.com/c/code-share/Quickbooks-Customers-Query *New On Zenatta* 31:17 Building Customized Business Solutions with Zoho Creator ----https://zenatta.com/building-customized-business-solutions-with-zoho-creator/ *Tip Of The Week* 34:26 Creating Accurate 1099 Reports in Zoho Books ----https://www.youtube.com/watch?v=xNQhXT0XEns *This Week’s Quizzes* How can you share a job opening with a vendor in Zoho Recruit's Vendor Portal? ----https://www.youtube.com/post/UgkxQrcWZD_zbYV6xGSr6DA7z6ZaNlANlZ1V How can you invite/add new users to your organization in Zoho Sign? ----https://www.youtube.com/post/UgkxvkfQUssqpJ4C7I-T0lSFIKXuC22kQI2m ? *SUBSCRIBE* ? ️ ♦️ YouTube - https://www.youtube.com/channel/UCKRz7KrqKevWsu-frt9ELfg?sub_confirmation=1 ️ ♦️ Newsletter - https://zenatta.com/newsletter/ ️ ♦️ LinkedIn - https://www.linkedin.com/company/zenatta/ ️ ♦️ Twitter - https://twitter.com/zenattaconsult/ ️ ♦️ Facebook - https://www.facebook.com/ZenattaConsulting/ ? *OTHER RESOURCES* ? ️ ♦️Resource Library - https://zenatta.com/resources/ ️ ♦️Events - https://club.zenatta.com/c/zenatta-events/ ️ ♦️Club Zenatta - https://club.zenatta.com/ ? *ABOUT US* ? At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business. Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience. ? *NEED ZOHO HELP?* ? Visit - https://zenatta.com/ #CRMZenShow #Zoho #ZohoNews