Z1 Consultant Blog

Simplify Data Collection and Improve User Experience Wizards

The post discusses the features of Zoho CRM’s Wizard tool aimed at simplifying data collection and enhancing user experience. Wizards in Zoho CRM are a streamlined sequence of forms intended to simplify record creation, reducing errors and making the process step-by-step. Key features include: the ability to show/hide and enable/disable buttons, dynamic field changes, automated actions, customized form sequences, and section-based navigation. Furthermore, the navigation feature proves particularly useful when dealing with extensive forms, as users may initially want to overlook certain details.

Read More »
white dry erase board with red diagram

Streamline Your Processes with CRM’s Blueprint

The content discusses the benefits of using Zoho CRM’s Blueprint feature to streamline sales processes. Blueprint is a digital recreation of a company’s business process, which enables effective collaboration, automation, and validation among teams. By providing a standardized platform, it ensures best practices are uniformly followed, saving time and resources in managing tasks like maintaining customer records or sending follow-up emails. Additionally, Blueprint offers features like visual design, turning best practices into daily actions, measuring improvement, time-based selling, and automation. The article also describes the steps to constructing a Blueprint and differentiates between CommandCenter and Blueprint.

Read More »

What Can My Zoho One License Replace?

The post discusses the cost-effectiveness and versatility of a Zoho One license. Amalgamating a range of functionalities under a single platform, Zoho One is a feasible replacement for various business essentials like team messaging software, analytics software, electronic signature software, calendar booking software, email, presentation, and accounting systems, as well as forms/surveys software. Moreover, with Zoho One, businesses can migrate from platforms like Slack, Domo, DocuSign, Calendly, G-Suite, Microsoft, and Zoom. Offering improved features in many aspects, such as storage and customization, Zoho One potentially offers considerable savings and efficiency.

Read More »

Our Office

Office: 801-349-1312
Email: info@z1consultant.com

Z1 Consultant 2022 © All Rights Reserved.

Connect With Us