13 episodes
Zoho My Business Marc Cerniglia
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- Business
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4.8 • 12 Ratings
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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!
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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 -
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
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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 -
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.
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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!
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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.
Customer Reviews
So educational!!!
I stumbled upon this podcast the day after my husband and I talked about using zoho in conjunction with QuickBooks to see how we liked it. I had no idea the expansion zoho had with over 40+ apps. I am completely impressed. I cannot wait to play around with it this week. I’m going to take notes and watch the YouTube videos and continue listening to the podcast and hopefully come up with some sort of weekly training for my business partners, so we can all be on the same page moving forward. This is super exciting and I’m so glad this is available to me to help build my business.
Amazing info
Amazingly informative. So grateful this podcast exists.
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.