Easily Importing CSV Data into Zoho CRM
Skills we’ll cover in this course are: Running mass-updates via data imports (including lookup fields), importing to add records, VLOOKUPS and conditional updates in Excel…
Difficulty: Beginner
Watch the Zoho Experts in Action! 4 Sample Zoho “Needs Analyses”
Nothing beats real world experience, and that’s exactly what you’ll be getting in this course! Watch these videos where Zoho Architects go through the ‘Zoho…
How to Perform a Zoho Needs Analysis
The “Needs Analysis” is a grand and holy tradition of all Architects, Zoho and otherwise. It is your opportunity to sit down with the client…
Becoming a Business Model Master
Business Models, what are they and why are they even important to us? As a Zoho Architect, we need to see the big picture, so…
What Is a Zoho Architect?
We promise this job isn’t made up! Or maybe it is made up… and we’re all just human batteries plugged into the Matrix…. No, we’re…
Intro to Zoho Inventory (And Inventory Software In General)
If you already understand Inventory software, then move on to our “Intro to Zoho Inventory” (COMING SOON) course to understand how Zoho handles inventory. If…
I’m New to Accounting Software – Give Me the Crash Course
Accounting 101: DO NOT WORRY, THIS STUFF IS ACTUALLY EASY Bookkeeping/accounting software is very easy-to-learn. I got a C- on my Accounting Final (I stayed…
Building Your Zoho Statement of Work and System Flowchart
Abraham Lincoln once said, “A house without a statement of work and system flowchart will crumble; great will be the fall of it.” Right? It…
Creating Your High-Level Zoho Plan
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Should I Hire a Zoho Partner or Build Zoho Myself?
If you don’t want to watch this whole course, at least watch this video! You Should Build Zoho Yourself If… You’re hands-on You have a…