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Referral Partner Management via CRM Automation - CRM Zen Show Episode 298
Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, April 12, 2024, and hosted by Brett Martin & Tyler Colt.
🚨 UPCOMING LIVE STREAMS 🚨
Zoho Thrive Full Product Overview
July 16, 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/
📍*Google Address AutoComplete Extension*📍
Map Out Your Success with Precision!
👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm
🏥 *Zenatta CRM Health Check Extension* 🏥
A Clean System Is A Better System!
👉https://marketplace.zoho.com/app/crm/zenatta-health-check-for-zoho-crm
💥 *Zoho Team Training Programs* 💥
Train Your Team In Less Than A Week!
👉https://zenatta.com/training/?utm_source=youtube_d&utm_term=3i56L_KpdeA
🌀 *ZPortals* 🌀
Sign Up Through Zenatta Consulting for 10% Off Your First Month -
👉https://zportals.com/signup/?plan=CP003&Affiliate=JYTRE88DFSD5
🎬 *TIMESTAMPS* 🎬
This Episode Was Produced By - Podcaster Zen
----https://podcasterzen.com/
0:00 Intro
1:34 Sponsorship Advertisements
3:19 Announcements & Events
*Zoho News*
5:05 Zoho Announces Deprecation of SMS-Based Multi-Factor Authentication (MFA)
7:42 Bigin's New Stage Automation Feature
9:44 Zoho Books April’24 Updates
13:34 Zoho CRM Email Functionality Enhancements
*Implementation of the Week*
15:20 Referral Partner Management via CRM Automation
*Code Share Of The Week*
18:34 Adding Attachments to Zoho Inventory & Zoho Books
----https://club.zenatta.com/c/code-share/adding-attachments-to-zoho-inventory-zoho-books
19:55 ZOHO CRM insert new record - with Wizard details - by Zsolt Simon
----https://club.zenatta.com/c/code-share/zoho-crm-insert-new-record-with-wizard-details
*New On Zenatta*
22:42 Mastering the Lead Journey with Zoho
----https://zenatta.com/mastering-the-lead-journey-with-zoho/
*Tip Of The Week*
25:16 Top 10 Marketplace Plug-ins for Zoho CRM
https://youtu.be/BZlUfdK96PY
*Question Of the Week*
27:52 How to Auto-Generate Numbers for Bulk Sales Orders in Zoho Books
https://youtu.be/9UnEV__Wa1s
*This Week’s Quizzes*
In Zoho Creator's pre-built Vendor Management application, what module enables users to gauge the authenticity of vendors and evaluate them based on specific performance indicators?
----https://www.youtube.com/post/UgkxY3UmJXh3a5OOCP2Stc6P6OS9_VRNaIUf
What is the purpose of adding marketplace extensions during blueprint transitions in Zoho Desk?
----https://www.youtube.com/post/Ugkxms7YUerkHbrcqJBxsHzjMfoTa1WNFIXM
👇 *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* 💻
We don’t just implement Zoho tools—we create lasting impact. At Zenatta, a proud Zoho Premium Partner and the US Zoho Partner of the Year for 2024, we deliver systems designed to empower teams, streamline operations, and drive success across your business.
Through this platform, our mission is to provide actionable tips, detailed guides, and expert insights to help you maximize your Zoho experience and achieve your business goals.
#CRMZenShow #Zoho #Zenatta
Видео Referral Partner Management via CRM Automation - CRM Zen Show Episode 298 канала Zenatta Consulting
🚨 UPCOMING LIVE STREAMS 🚨
Zoho Thrive Full Product Overview
July 16, 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/
📍*Google Address AutoComplete Extension*📍
Map Out Your Success with Precision!
👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm
🏥 *Zenatta CRM Health Check Extension* 🏥
A Clean System Is A Better System!
👉https://marketplace.zoho.com/app/crm/zenatta-health-check-for-zoho-crm
💥 *Zoho Team Training Programs* 💥
Train Your Team In Less Than A Week!
👉https://zenatta.com/training/?utm_source=youtube_d&utm_term=3i56L_KpdeA
🌀 *ZPortals* 🌀
Sign Up Through Zenatta Consulting for 10% Off Your First Month -
👉https://zportals.com/signup/?plan=CP003&Affiliate=JYTRE88DFSD5
🎬 *TIMESTAMPS* 🎬
This Episode Was Produced By - Podcaster Zen
----https://podcasterzen.com/
0:00 Intro
1:34 Sponsorship Advertisements
3:19 Announcements & Events
*Zoho News*
5:05 Zoho Announces Deprecation of SMS-Based Multi-Factor Authentication (MFA)
7:42 Bigin's New Stage Automation Feature
9:44 Zoho Books April’24 Updates
13:34 Zoho CRM Email Functionality Enhancements
*Implementation of the Week*
15:20 Referral Partner Management via CRM Automation
*Code Share Of The Week*
18:34 Adding Attachments to Zoho Inventory & Zoho Books
----https://club.zenatta.com/c/code-share/adding-attachments-to-zoho-inventory-zoho-books
19:55 ZOHO CRM insert new record - with Wizard details - by Zsolt Simon
----https://club.zenatta.com/c/code-share/zoho-crm-insert-new-record-with-wizard-details
*New On Zenatta*
22:42 Mastering the Lead Journey with Zoho
----https://zenatta.com/mastering-the-lead-journey-with-zoho/
*Tip Of The Week*
25:16 Top 10 Marketplace Plug-ins for Zoho CRM
https://youtu.be/BZlUfdK96PY
*Question Of the Week*
27:52 How to Auto-Generate Numbers for Bulk Sales Orders in Zoho Books
https://youtu.be/9UnEV__Wa1s
*This Week’s Quizzes*
In Zoho Creator's pre-built Vendor Management application, what module enables users to gauge the authenticity of vendors and evaluate them based on specific performance indicators?
----https://www.youtube.com/post/UgkxY3UmJXh3a5OOCP2Stc6P6OS9_VRNaIUf
What is the purpose of adding marketplace extensions during blueprint transitions in Zoho Desk?
----https://www.youtube.com/post/Ugkxms7YUerkHbrcqJBxsHzjMfoTa1WNFIXM
👇 *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* 💻
We don’t just implement Zoho tools—we create lasting impact. At Zenatta, a proud Zoho Premium Partner and the US Zoho Partner of the Year for 2024, we deliver systems designed to empower teams, streamline operations, and drive success across your business.
Through this platform, our mission is to provide actionable tips, detailed guides, and expert insights to help you maximize your Zoho experience and achieve your business goals.
#CRMZenShow #Zoho #Zenatta
Видео Referral Partner Management via CRM Automation - CRM Zen Show Episode 298 канала Zenatta Consulting
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12 апреля 2024 г. 22:00:06
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