Best Practices for Data Import with Data Prep
Importing Data to Zoho CRM – Data Cleaning with Data Prep Cleaning and structuring data before importing it into Zoho CRM is one of the
November 18, 2025
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Zoho CRM Resource Package
Brought to you by the Hero Technical Solutions Team
Zoho CRM Resource Pack
Our team has spent the last little while putting together a collection of short, practical videos on three key areas of Zoho – things we’ve found consistently help users get more out of their system. You’ll see topics ranging from data import and basic terminology to some more advanced tips our developers and consultants use every day when customizing systems, building integrations, and setting up analytics.
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How Zoho CRM and Zoho Finance Work Together
How Zoho CRM and Zoho Finance Work Together This video walks you through how Zoho CRM and Zoho Finance work together to create a seamless,
November 18, 2025
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Customizing Modules, Views, and Kanban Views
Customizing Modules in Zoho CRM https://youtu.be/NWqondfhgRA This walkthrough shows how to transform Zoho CRM modules into clean, purpose-built workspaces that match your business processes. Using
November 18, 2025
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What’s What in CRM – Leads vs. Deals
What’s What in CRM – Leads vs. Deals Understanding the difference between Leads, Contacts, Accounts, and Deals is essential to keeping your CRM clean, organized,
November 18, 2025
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