Becoming a Resplendent Zoho CRM Demigod

Becoming a Resplendent Zoho CRM Demigod

Up until now, you’ve been introduced to a lot of neat features Zoho offers. But, prepare yourself! This course is...

Intro To Zoho One

Zoho One— the only software you need to run your entire business (according to Zoho). To back their claim though,...

Design Your First Sales Blueprint!

Architects who design buildings are not the only ones to use blueprints. Zoho CRM system architects, the you-in-training, use them...

Becoming a Zoho CRM Admin

Everything you need to design an effective and intuitive Zoho CRM instance. Click here for more Zoho training! And, for...

Coding Your First CRM Custom Function (for Non-Programmers!)

Coding and programming can sound scary, especially for those of us with zero programming experience. That was me! But, I...

Becoming a Zoho CRM Admin

Everything you need to design an effective and intuitive Zoho CRM instance. Click here for more Zoho training! And, for...

Coding Your First CRM Custom Function (for Non-Programmers!)

Coding and programming can sound scary, especially for those of us with zero programming experience. That was me! But, I...

How to Automate Contracting with Zoho CRM and Zoho Sign

If you are starting this course, you are probably familiar with part of the Zoho Suite, including CRM. Some of...

Create Your First Zoho Books Custom Function

Every Zoho application comes with many useful tools and built-in features. However, much like we learned in our Intro to...

Intro To Zoho One

Zoho One— the only software you need to run your entire business (according to Zoho). To back their claim though,...

Design Your First Sales Blueprint!

Architects who design buildings are not the only ones to use blueprints. Zoho CRM system architects, the you-in-training, use them...

Is a Career in Business System Design Right for Me?

Becoming a Resplendent Zoho CRM Demigod

Up until now, you’ve been introduced to a lot of neat features Zoho offers. But, prepare yourself! This course is...

Creating API Connections in Zoho CRM

This is a quick course, so pay attention! If it seems easy, thank all the developers who built the API’s...

The Smartest Ways to Gather Zoho Survey Data into Zoho CRM

If you haven’t already, add Zoho Survey to your growing list of Zoho One apps. Here is the business use...

Which Form Builder Should I Use With Zoho?

One cool, but sometimes frustrating, thing about Zoho is there are many different ways to accomplish the same thing. Zoho...

Become a Zoho Forms Wunderkind (And Push that Form Data to Zoho CRM)

In this quick course, learn the most effective methods in Zoho Forms to collect, organize, and then display your data....

Learn How to Set Up Zoho Analytics (for Beginners)

https://vimeo.com/477902815/0d4aadee36 Let’s automate away the need for outsourcing your data analytics! Zoho Analytics, once learned, is a powerful tool for...

Creating Your First Zoho Analytics Dashboard (for Beginners)

https://vimeo.com/478328200/3db9d1607c This is where the fun begins! Actually creating something in Zoho Analytics. In this short course, you can expect...

Beautifully Visualize Your Zoho CRM Data in a Zoho Analytics Dashboard

https://vimeo.com/478695724/e3946f6175 If you do have a working understanding of them (if you can follow along in this video), then let’s...

Making Your Zoho Analytics Dashboards Look Sexy (Using Charts!)

https://vimeo.com/480154322/e07370a02e Using these different chart types in Zoho Analytics, you can: gain valuable insights for your business impress your superiors...

Organize and Visualize Your Data using Pivot and Summary Tables in Zoho Analytics

Tables? Really? Yes, we’re here to say that these Analytics elements are very useful and it’s worth it to know...

Freakin’ Fun Filters in Zoho Analytics

Static filters, dynamic filters, learn how to use them all with Zoho Analytics! Zoho Analytics integrates with other Zoho apps,...

Share and Publish Your Analytics Work

https://vimeo.com/488799620/927ad0aa0f This course is about the many different ways of sharing your Analytics work. Get access to our Programs &...

Unlock the TRUE POWER of Zoho Analytics with SQL Query Tables

Adding to Zoho Analytics’ versatility is the ability to work with all of the tables in SQL. Now, format the...

Wow Your Clients With Custom, Pre-Filtered Dashboards

https://vimeo.com/503344456/e1a3bca308 It’s time to show off your expertise in the Zoho Suite to win the loyalty of your customers! Watch...

How to Set Up (a Simple Version of) Zoho Desk  

Zoho Desk could be the solution for your customer service and ticketing needs. Learn all about how to get it...

Help Your Emails Not Hit Spam! SPF and DKIM Certification in Zoho

Don’t come to us for the ins and outs of of what SPF and DKIM actually is or how it...

Increase Your Odds of Getting a Job in Zoho (LinkedIn + Resume Help)

This course is: easy, quick strategies to buff up your resume and LinkedIn to make you more likely to look...

Deciding Whether Zoho One is the Right Fit for Your Organization

Creating Your High-Level Zoho Plan

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...

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…...

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...

Intro to Zoho Inventory (And Inventory Software In General)

https://vimeo.com/698479955/f1421ef354 If you already understand Inventory software, then move on to our “Intro to Zoho Inventory” (COMING SOON) course to...

Marketing Automation in Zoho – 101

Learning to Use Zoho Campaigns and Zoho Marketing Automation

Intro to Zoho Bookings (And Its Non-Zoho Competitors!)

The Complete Guide to Formbuilders and Zoho

The Ultimate, Glorious, FINAL Expert Zoho CRM Course

Maximizing Zoho CRM Through Zoho Creator

CRM Canvas View

Advanced Guide to eSignature/Document Merging in Zoho

Learning to Use to Zoho Backstage (and when to use Eventbrite instead)

Learning to Use Zoho SalesIQ

Should I Use Zoho Meeting, or Another Webinar/Web Conferencing Tool?

Should I Use Zoho Sites, or Another Website Builder?

Using Deluge in Other Zoho Applications

https://vimeo.com/750275176/3875f185c5 There is a plethora of Zoho apps with which you can build cool automations in Deluge! For example, Zoho...

A Brief Introduction to Zoho Creator

https://vimeo.com/750285971/5cc0d4c7e3 Zoho Creator is a low-code application development platform that integrates well with many other Zoho apps. While some businesses’...

Zoho APIs + Built-In Deluge Integration Tasks

https://vimeo.com/750258477/8f39e53e67 Let’s talk about APIs, creating Connections, and Deluge integration tasks. What even is an API? What are the various...

Building Your Second Zoho Creator Application

Let’s step up the difficulty a notch! In this course, we’re going to combine a few features that you’ve already...

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...

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...

How to Perform a Zoho Needs Analysis

https://vimeo.com/732379342/1fcc11fc7c The “Needs Analysis” is a grand and holy tradition of all Architects, Zoho and otherwise. It is your opportunity...

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...

Architect Project: Kennedy Brothers Commercial Painting

https://vimeo.com/734631593/afac521801 While the “Elizabeth’s Marketing Agency” project was meant to replicate the experience of talking with a client, and an...

Should You Migrate to Zoho Finance?

Learn to Set Up Zoho Inventory

Learn to Set Up Zoho Subscriptions

Learn to Set Up Zoho Expense

Learn to Set Up Zoho Commerce

How to Migrate Data to Zoho Finance Suite

Time-Tracking in Zoho

https://vimeo.com/771421755/47c4a7b390 If time is money, and every business needs money to keep the wheels turning, then tracking time should be...

How to Integrate Zoho Finance Suite with Zoho CRM

How to Integrate Shopify and Zoho Finance Suite!

Other eCommerce Platforms and Zoho Finance Suite

Coding Your Second Deluge Function

Alright, my little Zoholings — make sure you completed the other 2 Deluge prerequisites before you bite off this one. Coding...

Fiddling with Formula Columns in Zoho Analytics

What Even Are Aggregate Formulas?

https://vimeo.com/714521272/477a260ddd Aggregate formulas are a little more complex than formula columns, so if you haven’t viewed that course or don’t...

Easily Importing CSV Data into Zoho CRM

https://vimeo.com/723269633/8c8d977407 Skills we’ll cover in this course are: Running mass-updates via data imports (including lookup fields), importing to add records,...

Architect Practice Project: Elizabeth’s Marketing Agency

The main purpose of this project is to give you an introduction to what the consulting process might be like....

Build a SQL-Based Customer Summary Report

Now it’s time to dig a little deeper in Zoho Analytics using SQL and Query Tables which allow us to...

Understanding Zoho Finance Data in Zoho Analytics

The Zoho Finance suite contains an immense amount of data. Zoho Books itself is a conglomeration of Inventory, Expense, and...

Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)

Use Deluge to Push CRM Notes into Zoho Analytics (Intro to the Analytics API)

Note: Zoho CRM Notes can now be natively synced to Zoho Analytics However, this lesson is still beneficial in learning...

Advanced Inventory Reporting Using Aggregate Formulas

Hopefully by now you think aggregate formulas are as cool as we do. If not, this course might just convince...

Make Use of that CRM Data! (Non-SQL Dashboarding Practice)

In this project, you will be building a series of reports that would be useful to almost any business. None...

Conquer COQL Queries in Zoho Deluge

https://vimeo.com/750301614/fb35dcb2e1 COQL queries are one of those things that, if you take a little time to learn them, could make...

Use CRM Blueprints and Deluge for Streamlined Subform Creation and Data Collection

https://vimeo.com/751071906/ccb85d3b74 In this practice project we aim to teach (and build) a few new principles. One, we’ll show how Blueprints...

Zoho CRM, Sign, Flow, and Books Integration—Dominate with Deluge!

Zoho Sign is a great way to automate contract signature and you can use it directly in the CRM. However,...

Crash Course Portfolio Project

Alright! It’s time to really show potential Zoho employers what you’re made of!* This portfolio piece will be comprised of...

Zoho Sales, Marketing, and Ops Admin Practice Project

https://vimeo.com/755076753/0df1b33590 In this project, we will walk through how to create a simple system which will more effectively help your...

Unit 1: Theory of Revenue Operations

https://vimeo.com/761761050/94164fce1b Unit 1 of 7! Get ready.  In this first unit, we talk a lot of theory. Let’s learn what...

Unit 2: Building Your First CRM

During this lesson, we will walk through a simple build-out of a CRM for Affluence Financial Planning.  We will be...

Unit 3: Examples of Revenue Operations and CRMs in the Real World

https://vimeo.com/762226233/b74ebdb484 Now that you have actually built out some CRMs yourself, let’s take a look at some other real-world examples. ...

Unit 5: Solo Planning & Building

You have seen us build it. You have seen us plan it. Now, we give you the business model, and...

Unit 4: Needs Analysis, Planning, Flowcharting, and Learning New CRM Skills

Alright, in this course we dive deep into the planning and architecture of CRM systems. In Unit 2, we started...

Unit 6: Community Project and Beyond

Learn to Set Up Zoho Books/Zoho Invoice

Automate Client Scheduling with Zoho Bookings!

https://vimeo.com/771470096/60acdf92ce We’re talking Booking and Calendaring software! (aka, should you or should you not use Zoho Bookings). Below are some...

How to Land a High-Growth Remote Job with No Experience

https://vimeo.com/808223708/05d20e5541 Welcome to our course on landing a high-growth remote job with no experience! In this course, we’re going to...

Unit 8: The Software Certification Blitz

Unit 7: How to Build a RevOps Career

Becoming a Zoho CRM Admin

Everything you need to design an effective and intuitive Zoho CRM instance. Click here for more Zoho training! And, for...

Coding Your First CRM Custom Function (for Non-Programmers!)

Coding and programming can sound scary, especially for those of us with zero programming experience. That was me! But, I...

How to Automate Contracting with Zoho CRM and Zoho Sign

If you are starting this course, you are probably familiar with part of the Zoho Suite, including CRM. Some of...

Create Your First Zoho Books Custom Function

Every Zoho application comes with many useful tools and built-in features. However, much like we learned in our Intro to...

Intro To Zoho One

Zoho One— the only software you need to run your entire business (according to Zoho). To back their claim though,...

Design Your First Sales Blueprint!

Architects who design buildings are not the only ones to use blueprints. Zoho CRM system architects, the you-in-training, use them...

Is a Career in Business System Design Right for Me?

Becoming a Resplendent Zoho CRM Demigod

Up until now, you’ve been introduced to a lot of neat features Zoho offers. But, prepare yourself! This course is...

Creating API Connections in Zoho CRM

This is a quick course, so pay attention! If it seems easy, thank all the developers who built the API’s...

Which Form Builder Should I Use With Zoho?

One cool, but sometimes frustrating, thing about Zoho is there are many different ways to accomplish the same thing. Zoho...

Creating Your First Zoho Analytics Dashboard (for Beginners)

https://vimeo.com/478328200/3db9d1607c This is where the fun begins! Actually creating something in Zoho Analytics. In this short course, you can expect...

Beautifully Visualize Your Zoho CRM Data in a Zoho Analytics Dashboard

https://vimeo.com/478695724/e3946f6175 If you do have a working understanding of them (if you can follow along in this video), then let’s...

Making Your Zoho Analytics Dashboards Look Sexy (Using Charts!)

https://vimeo.com/480154322/e07370a02e Using these different chart types in Zoho Analytics, you can: gain valuable insights for your business impress your superiors...

Freakin’ Fun Filters in Zoho Analytics

Static filters, dynamic filters, learn how to use them all with Zoho Analytics! Zoho Analytics integrates with other Zoho apps,...

Share and Publish Your Analytics Work

https://vimeo.com/488799620/927ad0aa0f This course is about the many different ways of sharing your Analytics work. Get access to our Programs &...

Unlock the TRUE POWER of Zoho Analytics with SQL Query Tables

Adding to Zoho Analytics’ versatility is the ability to work with all of the tables in SQL. Now, format the...

Wow Your Clients With Custom, Pre-Filtered Dashboards

https://vimeo.com/503344456/e1a3bca308 It’s time to show off your expertise in the Zoho Suite to win the loyalty of your customers! Watch...

Increase Your Odds of Getting a Job in Zoho (LinkedIn + Resume Help)

This course is: easy, quick strategies to buff up your resume and LinkedIn to make you more likely to look...

Creating Your High-Level Zoho Plan

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...

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…...

Fiddling with Formula Columns in Zoho Analytics

Learn How to Set Up Zoho Analytics (for Beginners)

Intro To Zoho One

Becoming a Zoho CRM Admin