Zoho Desk Overview: Are you ready to take your customer support and ticket management to the next level? Look no further than Zoho Desk! In this tutorial series, we will walk you through all you need to know about Zoho Desk, how to utilize its powerful features, and how it can significantly enhance your business’s...
Struggling to manage your subcontractors? In the fast-paced world of contracting, efficient task management is crucial for successful project execution. However, many contractors face the challenge of subcontractors struggling to set their priorities and confusion arising from the absence of a software solution for scheduling and prioritizing tasks. In this blog post, we will explore...
Zoho Marketing Automation Tutorial: Creating Workflow Automation! If you’re ready to take your marketing game to the next level, you’ve come to the right place. In this blog post, we’ll walk you through the process of creating instant and time-based workflows in Zoho Marketing Automation, allowing you to enhance lead management, automate actions, and boost...
Can Zoho help with new employees’ training and onboarding processes? Hello, Roofing and Contractor’s Businesses! Are you struggling to train new employees effectively? Do your team members find it challenging to understand and follow your Standard Operating Procedures (SOPs) due to their absence or lack of organization? It’s time to address this chaos and revolutionize...
Welcome back to another episode of the ‘From Chaos to Control’ series, brought to you by Clientric CRM Consulting! In today’s blog post, we have some fantastic insights tailored specifically for roofing companies with a team size of between 10 to 50 members. If you’re one of those roofing businesses, you’re in for a treat!...
Streamline your operations, organize your files, and establish a unified system in the contractor’s business! For contractors, we understand that staying organized and efficient is paramount to success. However, many contractors struggle with lost files and the absence of a unified system. In this blog post, we will explore why you should straighten up the...
Creating Your First Email Campaign in Zoho Marketing Automation: A Step-by-Step Guide! Are you new to Zoho Marketing Automation and eager to create your first email campaign? Look no further! In today’s tutorial, we’ll walk you through the process of setting up your very first campaign step-by-step. By the end, you’ll have the knowledge and...
Zoho has gained traction in North America! Are you feeling overwhelmed by the multitude of Zoho packages available on the market? You’re not alone. With software companies offering bundles within bundles, it’s easy to get lost in the sea of options. In this blog, we’ll break down the complexity and explain how we arrived at...
Zoho Marketing Automation: Lead Scoring Tutorial Are you feeling overwhelmed by Zoho marketing automation? You’re not alone. Many people find themselves confused by the complexities of this powerful tool. In this tutorial, we will walk you through the process of setting up lead scoring in Zoho, ensuring that you can effectively identify and engage with...
Frustrated with chaotic operations, project management, and tracking? Are you tired of feeling overwhelmed and losing control of your construction, roofing, or remodeling projects? Inefficient project management, limited visibility, and tracking can wreak havoc on your business, leading to costly delays and missed opportunities. But fear not! Here, we’ll explore how streamlined processes can help...
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