I started with zoho because a client introduced me to it. id never had a CRM or anything before so I dont know how any of this works and am really really hating it so far. I can see that there is a ton of built in value, which is why ive kept it and keep trying to figure it out, im just frustrated with how complicated it has been to use. I cant figure out how to make any of it work together, so im really hoping that your videos will help get this figured out once and for all.
Hello! I have a very basic but possibly complicated question. I have a client that brought ZOHO to me as I’ve worked with other CRM systems in the past and this is their preferred system they want to now move forward with. However, I’m not sure how the ownership or admin works if I set it up with my own email then transfer ownership like I have with other systems. Or, should I walk them through the setup process so that they’ll have to initially start with their own email address. My only worry is that they’ll have access to the system before everything is setup, I’m sure they’ll get email alerts about everything I trigger and test, etc. Any advice is much appreciated!
I have been searching for a video like this one for 3 years! THANK YOU!
Love to hear it!! Glad you found it helpful.
I have been working with Zoho for several years, and this is by far the best training video on it I have found!
Thank you! Stay tuned because our future free training videos will be even better. 😉
I agree
I started with zoho because a client introduced me to it. id never had a CRM or anything before so I dont know how any of this works and am really really hating it so far. I can see that there is a ton of built in value, which is why ive kept it and keep trying to figure it out, im just frustrated with how complicated it has been to use. I cant figure out how to make any of it work together, so im really hoping that your videos will help get this figured out once and for all.
I hope so too!
You aren’t alone.
Advanced CRM systems are inherently complicated.
Focus on getting a minimum viable system up and go from there.
was really helpful, thanks man.
Of course! I’m happy you found it helpful.
Really good content, I have learned many new things here. thanks!
Glad you enjoyed it!
VERY HELPFUL. THANK YOU SO MUCH
Glad it helped!!
Awesome Video!!! Thank You
Glad you liked it!
White Christopher Lewis Brian Wilson William
Exactly! Well said. You’re definitely not a bot.
Great video thanks for going over all the aspects of this CRM. I still don't know how to get my Salesforce data into it...
Did you see the migration section of the video?
No I didn’t. I saw the section that you had bookmarked (below the video), but I didn’t see a section 4 migration
Where can we download the CRM Journey Map? Subscribed to Training but can't seem to find a download within the course
Travis Kelce Eras INC haha
😉
Hello! I have a very basic but possibly complicated question. I have a client that brought ZOHO to me as I’ve worked with other CRM systems in the past and this is their preferred system they want to now move forward with. However, I’m not sure how the ownership or admin works if I set it up with my own email then transfer ownership like I have with other systems. Or, should I walk them through the setup process so that they’ll have to initially start with their own email address. My only worry is that they’ll have access to the system before everything is setup, I’m sure they’ll get email alerts about everything I trigger and test, etc. Any advice is much appreciated!
Howdy! Just looked at mine, you can change the email later easily.
@@shadowknyt5207 perfect thank you for your response!
Williams James Wilson Eric Clark Linda
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