Top 4 Benefits of Zoho Training

By | Training

Benefits of Zoho trainingIn the years that we’ve been implementing Zoho, I’ve discovered something: people blow off Zoho training.

Yes, that’s right. It gets blown off.  Sure, clients will talk a good game. They’ll tell me how important it is. They’ll say how “committed” they are. But it never really happens.

Why? It’s because training is usually left until the end. First you get the software installed and set up.  Then you import data. Then you customize and integrate and configure and test and launch and…oh yeah…I guess now it’s time to train. Except when you get to that point, oftentimes, there’s no time left. Or money in the budget. So training gets significantly reduced. Or entirely ignored.

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3 Disadvantages of Learning Zoho Tools on Your Own

By | Training

3 Disadvantages of Learning Zoho Tools on Your OwnAre you thinking of learning Zoho tools on your own?

If you are, it’s fine. We have plenty of clients who take on their training independently and I respect that. In fact, the videos that we offer on Marks Group Live are there to supplement your in-house training, as well as to provide advice, tips and tricks for using the application. If you decide to self-train, you may be fine, but there are some big pitfalls that you should be aware of. For example:

Ignoring established best practices

I’m no sales process genius. My firm does not do sales process consulting.  But we are experts with Zoho, and we’ve implemented Zoho and other CRM applications at hundreds of small and medium-sized companies around the country. So we’ve learned.

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Zoholics 2019 Event in Austin, TX

By | Training

Zoholics 2019 Event in Austin, TXIf you’re as enthusiastic about Zoho as we are here at Marks Group Live, you’ll want to check out this year’s exciting Zoholics event in Austin, Texas. The event, which takes place from April 9th through April 11th, 2019, is an annual conference for Zoho users to meet and network face-to-face.

This year’s event will focus on Zoho’s 40+ applications, and gives attendees the opportunity to learn about Zoho features and how they can get the most out of their CRM system. The event can give you and your team members the chance to interact with other like-minded individuals.

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Customizing Hours and Shifts with Zoho Business Software

By | Training

Zoho business softwareDid you know that with Zoho business software, users have the option to customize their business hours for their company, including the option to specify different hours for each day? Users can also assign specific shift hours (in different time zones) to other users and team members.

Setting up custom hours

  • Click on “Setup,” then “General,” and  then “Company Details”
  • In the horizontal navigation menu near the top, select “Business Hours” to open the Business Hours Definition screen
  • Click on “Custom Hours” to set the hours you’d like
  • Click “Save”

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Easy Document Management with Zoho Sign

By | Training

Zoho Sign document managementBy adding Zoho Sign to your suite of Zoho apps, you can easily send out your CRM documents for signatures. With your current Zoho CRM subscription, it is available at no extra cost. You’ll have the option to install the Zoho Sign extension from the Zoho CRM marketplace once you create a Zoho Sign account. Once this is all set up, you’ll be able to send documents needed for signatures.

Creating your Zoho Sign account

  • Log in to your Zoho CRM account
  • Go to sign.zoho.com
  • Accept an invitation to your organization’s account, or if you’ll be creating one, enter an organization name. You’ll want to confirm first that someone else in your organization hasn’t already created an account.

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Zoho Learning: 3 Mistakes to Avoid Making

By | Training

Zoho Learning: 3 Mistakes to Avoid MakingImplementing a CRM system, like Zoho, can do wonders for your business. At the same time, a few mistakes can actually mess up your next technology project completely, resulting in wasted money and time. When it comes to using Zoho, learning about certain mistakes you should avoid ahead of time can save you a lot of frustration.

Some of the mistakes you’ll want to avoid making as a new Zoho user include:

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Getting Your Salespeople to Use Zoho Tools

By | Training

Getting Your Salespeople to Use Zoho ToolsIn order for your CRM system (whether it’s Zoho or another system), to be successful, your team must be willing to use it. As amazing as Zoho tools might be, it doesn’t help if all or a portion of your team doesn’t use it. Your salespeople might have various reasons as to why they don’t to use it: perhaps they prefer their spreadsheets, the forms are too cumbersome, or they feel the process overall is too slow. In order to ensure your business’s CRM system doesn’t fail due to a lack of use, be sure to try the following:

Keep things simple

Your salespeople may be overwhelmed at first when you bring Zoho tools into the mix for their day-to-day operations. Start off small and only focus on what matters. Don’t have them input too much data and only focus on the data that’s critical. Otherwise, they can become frustrated quickly.

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