Zoho My Business

In this episode, I talk with Michael Trow about Workflow Rules within CRM. The whole point of automation is to remove manual work from your day-to-day tasks and simplify your business. Listen to this episode for examples of how we use workflow rules within our businesses and the anatomy behind the scenes. Walkthrough of Workflow rules - 3:30 Examples 5:19 Anatomy of workflow rules 17:24 Automating Tasks  43:40 Webhooks & Functions - 47:18

On this episode, we talk about Zoho Cliq, Zoho's messaging app. We cover a variety of topics such as internal and external messaging, video calls, integrations, and much more! 3:33 - Usage of Cliq 4:08 - External Communication 6:14 - Can you be a free user? 10:30 - Internal Communication 12:18 - Chat vs Email 14:21 - Video & Audio Calls 16:54 - Channels 21:03 - Muting 22:30 - Status 23:25 - Remote Work 28:50 - CRM Integration 40:00 - Mobile App

This episode, with Michael Trow,  walks through a bunch of features that are about to come out or just did come out. At the end of the episode, we have some insider information about future rumored features! Listed below are the time markers of each feature we talk about so you can jump around in the episode to what interests you! Activity Module Changes:   4:10 Canvas: 13:00 Call Automation & Custom Fields: 18:44 Macros: 25:19 MarketingHub Name Change & Summary: 28:59 Rumored Features??!! : 38:08

If you currently have a website or you are in the process of building one, this episode is for you!  There are so many different things to think through, such as where do you want to build your forms and how do you want to integrate them with Zoho? Take a listen as I talk with Michael Trow about his experience and expertise.

This episode is all about SalesIQ; Zoho's chat and analytics tools. If you have any interest in a chat feature for your website, or you want tools to better help you track your website visitors and engage with them better, this episode is for you!