13 episodes

Tips, tricks, tutorials, and real-life examples for using Zoho in your business. Zoho My Business is the go-to podcast for business owners and employees who use any of the Zoho apps. As I Zoho my own businesses, let me help you Zoho yours!

Zoho My Business Marc Cerniglia

    • Business
    • 4.8 • 10 Ratings

Tips, tricks, tutorials, and real-life examples for using Zoho in your business. Zoho My Business is the go-to podcast for business owners and employees who use any of the Zoho apps. As I Zoho my own businesses, let me help you Zoho yours!

    Workflow Rules & Automations in CRM 

    Workflow Rules & Automations in CRM 

    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

    • 50 min
    Zoho Cliq with Michael Trow

    Zoho Cliq with Michael Trow

    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
           

    • 45 min
    Zoho Feature Updates with Michael Trow

    Zoho Feature Updates with Michael Trow

    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

    • 49 min
    Website Forms

    Website Forms

    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. 

    • 57 min
    SalesIQ with Jana Eatman

    SalesIQ with Jana Eatman

    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!

    • 32 min
    Zoho Partners with Michael Trow

    Zoho Partners with Michael Trow

    We are back! On this episode, we focus on Zoho Partners and all the benefits they can serve you and your business.  Special guest, Michael Trow, speaks to us about what it means to be a Zoho Partner; which includes exploring Zoho apps, consulting for what fits best with your business, and some technical support. Later in the episode, we talk about specific examples of how Michael has helped my business and how he can help yours. 

    • 41 min

Customer Reviews

4.8 out of 5
10 Ratings

10 Ratings

ecommmom ,

Thank you!

This is wonderful! I’m just starting with Zoho and this podcast has really helped me get more familiarized with it. Would love to see one on inventory management.

wannaknowmore ,

In depth

I like the podcast and appreciate that you put time to make it Meaningful. You had mentioned in a podcast a Zoho sign integration but you didn’t talk about it only mentioned it. It would be helpful if you could go into more depth about who might use it. I find that you are generalizing some of the subjects too much. More depth would make the precast even more useful.

Raisen5600000000 ,

Great find

Needed some clarity on Zoho and the first episode was very well done giving an overview. I’m excited to keep listening and learn more specific strategies I can roll out. Very interested in expanding on Zoho Analytics, lead scoring, as well as Dashboards.

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