Premium ZOHO Solutions for Small & Medium Businesses in North America

Are you new to Zoho? Need a little more insight on how Zoho CRM functions? I will show you a few basic features that beginners can utilize to help you and your business. So.. This video is all about Zoho CRM Customization.

Let's get started!

My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada, and West Palm Beach, USA. Our company provides various Zoho and Business solutions. More details on our website https://www.amazingbusinessresults.com/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Zoho_CRM_Customization

Contact Sales
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Zoho_CRM_Customization

Zoho DIY (Webinars, Courses and more)
https://www.amazingbusinessresults.com/diy/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Zoho_CRM_Customization

Zoho One FREE Trial - No Credit Card Required!
World: https://payments.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec
Europe: https://payments.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Looking for a Zoho Partner?
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Zoho_CRM_Customization

Recommended Zoho Addons (Phone system, SMS, Zoho Bookkeeping, etc)
https://www.amazingbusinessresults.com/recommended/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Zoho_CRM_Customization

My top-rated Zoho CRM Course
https://www.amazingbusinessresults.com/zoho-crm-course/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Zoho_CRM_Customization

My Book
https://amzn.to/36pVvbW

The Izik Academy: https://www.liorizik.com/

Real Estate CRM For Brokers and Teams
https://www.amazingbusinessresults.com/zoho-for-real-estate/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Zoho_CRM_Customization

-~-~~-~~~-~~-~-
Please watch: "The Demon CRM Challenge"
https://www.youtube.com/watch?v=VVg69EkA40M
-~-~~-~~~-~~-~-

34 11

Implementing a CRM system the right way will change your business. In this video we will explore the Benefits of customer relationship Management.

Why can't we use an excel sheet or a basic database? Incorporating a solid CRM system will surpass all the functions that an excel or database can do, granted that it is done right. At Amazing Business Results, I'll give you a variety of different reasons as to why CRM is right for you and also give you a jumpstart to enhance your business.

In today's video, I'll be giving you three reasons why your company needs a CRM; Automations, Processes, and a "One place fits all" system. By integrating CRM into your system, you can be sure to see a change that helps your business grow for the better.

---

My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada, and West Palm Beach, USA. Our company provides various Zoho and Business solutions. More details on our website https://www.amazingbusinessresults.com/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=You_Need_a_CRM_System!_-_Benefits_of_Customer_Relationship_Management

Contact Sales
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=You_Need_a_CRM_System!_-_Benefits_of_Customer_Relationship_Management

Zoho DIY (Webinars, Courses and more)
https://www.amazingbusinessresults.com/diy/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=You_Need_a_CRM_System!_-_Benefits_of_Customer_Relationship_Management

Zoho One FREE Trial - No Credit Card Required!
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec
Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Looking for a Zoho Partner?
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=You_Need_a_CRM_System!_-_Benefits_of_Customer_Relationship_Management

Recommended Zoho Addons (Phone system, SMS, Zoho Bookkeeping, etc)
https://www.amazingbusinessresults.com/recommended/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=You_Need_a_CRM_System!_-_Benefits_of_Customer_Relationship_Management

My top-rated Zoho CRM Course
https://www.amazingbusinessresults.com/zoho-crm-course/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=You_Need_a_CRM_System!_-_Benefits_of_Customer_Relationship_Management

My Book
https://amzn.to/36pVvbW

The Izik Academy: https://www.liorizik.com/

Real Estate CRM For Brokers and Teams
https://www.amazingbusinessresults.com/zoho-for-real-estate/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=You_Need_a_CRM_System!_-_Benefits_of_Customer_Relationship_Management

-~-~~-~~~-~~-~-
Please watch: "The Demon CRM Challenge"
https://www.youtube.com/watch?v=VVg69EkA40M
-~-~~-~~~-~~-~-

23 1

My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada, and West Palm Beach, USA. Our company provides various Zoho and Business solutions. More details on our website https://www.amazingbusinessresults.com/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_to_Identify_Automation_&_Process_Opportunities

Contact Sales
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_to_Identify_Automation_&_Process_Opportunities

Zoho DIY (Webinars, Courses and more)
https://www.amazingbusinessresults.com/diy/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_to_Identify_Automation_&_Process_Opportunities

Zoho One FREE Trial - No Credit Card Required!
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec
Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Looking for a Zoho Partner?
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_to_Identify_Automation_&_Process_Opportunities

Recommended Zoho Addons (Phone system, SMS, Zoho Bookkeeping, etc)
https://www.amazingbusinessresults.com/recommended/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_to_Identify_Automation_&_Process_Opportunities

My top-rated Zoho CRM Course
https://www.amazingbusinessresults.com/zoho-crm-course/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_to_Identify_Automation_&_Process_Opportunities

My Book
https://amzn.to/36pVvbW

The Izik Academy: https://www.liorizik.com/

Real Estate CRM For Brokers and Teams
https://www.amazingbusinessresults.com/zoho-for-real-estate/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_to_Identify_Automation_&_Process_Opportunities

-~-~~-~~~-~~-~-
Please watch: "The Demon CRM Challenge"
https://www.youtube.com/watch?v=VVg69EkA40M
-~-~~-~~~-~~-~-

28 3

How to Choose a CRM System - Things to Consider When Choosing a CRM System
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_To_Choose_a_CRM_System


My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada, and West Palm Beach, USA. Our company provides various Zoho and Business solutions. More details on our website https://www.amazingbusinessresults.com/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_To_Choose_a_CRM_System

Contact Sales
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_To_Choose_a_CRM_System

Zoho DIY (Webinars, Courses and more)
https://www.amazingbusinessresults.com/diy/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_To_Choose_a_CRM_System

Zoho One FREE Trial - No Credit Card Required!
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec
Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Looking for a Zoho Partner?
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_To_Choose_a_CRM_System

Recommended Zoho Addons (Phone system, SMS, Zoho Bookkeeping, etc)
https://www.amazingbusinessresults.com/recommended/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_To_Choose_a_CRM_System

My top-rated Zoho CRM Course
https://www.amazingbusinessresults.com/zoho-crm-course/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_To_Choose_a_CRM_System

My Book
https://amzn.to/36pVvbW

The Izik Academy: https://www.liorizik.com/

Real Estate CRM For Brokers and Teams
https://www.amazingbusinessresults.com/zoho-for-real-estate/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=How_To_Choose_a_CRM_System

-~-~~-~~~-~~-~-
Please watch: "The Demon CRM Challenge"
https://www.youtube.com/watch?v=VVg69EkA40M
-~-~~-~~~-~~-~-

3 2

We know that finding the right CRM partner is essential for maximizing your business sales. We have created the video Things to Consider When Choosing a CRM Vendor in order to provide the
most comprehensive understanding of how CRM solutions can increase your business revenue, we created this video to help you understand the importance of selecting a qualified CRM vendor that is best suited to your individual business needs.

My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada, and West Palm Beach, USA. Our company provides various Zoho and Business solutions. More details on our website https://www.amazingbusinessresults.com/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=8_Things_to_Consider_When_Choosing_a_CRM_Vendor

Contact Sales
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=8_Things_to_Consider_When_Choosing_a_CRM_Vendor

Zoho DIY (Webinars, Courses and more)
https://www.amazingbusinessresults.com/diy/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=8_Things_to_Consider_When_Choosing_a_CRM_Vendor

Zoho One FREE Trial - No Credit Card Required!
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec
Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Looking for a Zoho Partner?
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=8_Things_to_Consider_When_Choosing_a_CRM_Vendor

Recommended Zoho Addons (Phone system, SMS, Zoho Bookkeeping, etc)
https://www.amazingbusinessresults.com/recommended/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=8_Things_to_Consider_When_Choosing_a_CRM_Vendor

My top-rated Zoho CRM Course
https://www.amazingbusinessresults.com/zoho-crm-course/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=8_Things_to_Consider_When_Choosing_a_CRM_Vendor

My Book
https://amzn.to/36pVvbW

The Izik Academy: https://www.liorizik.com/

Real Estate CRM For Brokers and Teams
https://www.amazingbusinessresults.com/zoho-for-real-estate/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=8_Things_to_Consider_When_Choosing_a_CRM_Vendor

-~-~~-~~~-~~-~-
Please watch: "The Demon CRM Challenge"
https://www.youtube.com/watch?v=VVg69EkA40M
-~-~~-~~~-~~-~-

8 1

Common CRM Mistakes to Avoid

Are you reaping all the benefits from your CRM system? It’s essential to stay ahead of your competition!

If you think your CRM integration isn't working, you might not be doing it right. Your CRM system is the manpower you need to gain insightful access to your future, current, and past clients. In doing so, you gain the information you need to further understand your consumers and better navigate your company. Many common misconceptions come along with thinking that CRM is just something not working for you, and I'll teach you how to avoid those to start building on your customer relationships today.

In this video, I will be referring to many common mistakes companies make when using CRM. Learn some quick and practical tips to enhance your business!

One of the mistakes involves using multiple "Required Fields" sections on the lead fill-out forms. Typically, you would want to capture the lead's company name, phone number, email address, first name, last name, the lead's source, and so on. Although this is ideal, some company employees may only have partial information available and cannot cover the rest - causing them to randomly leave fields with unusable information. In these scenarios, your CRM system will get clogged. To solve this, finding a business or company employee knowledgeable in CRM would be recommended. You can come up with solutions that involve a blueprint, layout rule, and client scripting instead of a required fields page that may not be effective.

The video then goes more in-depth on other common CRM mistakes companies make, such as hiring unqualified manpower for your system. With our help at Amazing Business Results, we will teach you powerful ways to optimize your company's CRM system!

Utilize the benefits today!

-

My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada, and West Palm Beach, USA. Our company provides various Zoho and Business solutions. More details on our website https://www.amazingbusinessresults.com/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=CRM_-_Common_Mistakes_You_NEED_to_Avoid!_-_Part_1

Contact Sales
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=CRM_-_Common_Mistakes_You_NEED_to_Avoid!_-_Part_1

Zoho DIY (Webinars, Courses and more)
https://www.amazingbusinessresults.com/diy/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=CRM_-_Common_Mistakes_You_NEED_to_Avoid!_-_Part_1

Zoho One FREE Trial - No Credit Card Required!
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec
Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Looking for a Zoho Partner?
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=CRM_-_Common_Mistakes_You_NEED_to_Avoid!_-_Part_1

Recommended Zoho Addons (Phone system, SMS, Zoho Bookkeeping, etc)
https://www.amazingbusinessresults.com/recommended/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=CRM_-_Common_Mistakes_You_NEED_to_Avoid!_-_Part_1

My top-rated Zoho CRM Course
https://www.amazingbusinessresults.com/zoho-crm-course/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=CRM_-_Common_Mistakes_You_NEED_to_Avoid!_-_Part_1

My Book
https://amzn.to/36pVvbW

The Izik Academy: https://www.liorizik.com/

Real Estate CRM For Brokers and Teams
https://www.amazingbusinessresults.com/zoho-for-real-estate/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=CRM_-_Common_Mistakes_You_NEED_to_Avoid!_-_Part_1

-~-~~-~~~-~~-~-
Please watch: "The Demon CRM Challenge"
https://www.youtube.com/watch?v=VVg69EkA40M
-~-~~-~~~-~~-~-

32 4

Common CRM Mistakes to Avoid!

Customer Relationship Management (CRM) integration has become one of the most valuable tools a business has to improve their company automation and enhance customer relationships - are you utilizing all of its benefits?

CRM implementation can be used in various ways, from measuring KPI goals to finding proper adjustments to improve your business process. This system helps you gain insight into your future, current, and past clients that you can't or don't have the time to see yourself. Now, if none of this is ringing a bell, you may not be using all the incredible features CRM offers. It's easy just to say that you don't need a CRM system for whatever reason, but once you use it correctly with our help at Amazing Business Results, you'll never go back.

In this video, I will refer to the second part of our series: Common CRM Mistakes You Need to Avoid. This will be a continuation of my series on many other misconceptions companies have when using CRM. It's time to gain some practical CRM tips to enhance your business - get ready!

One of the other common mistakes that we have found many users make is spending a lot of money on strong, reliable CRM systems without providing the proper employee training for it. This defeats the purpose of the software's efficient automation system and causes not only a loss of money, but time as well. To solve this problem, we recommend creating training materials that involve an in-person class or an online module. By creating mandatory training systems, employees will be more knowledgeable about optimizing a CRM system's benefits, saving cost and efficiency for the long run!

Again, the video then goes more in-depth on other common CRM mistakes companies make, such as planned or patched approaches in a business process, poor automation, or inadequate integrations for your system.

With our help at Amazing Business Results, we will teach you powerful ways to optimize your company's CRM system - are you ready?

-

My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada, and West Palm Beach, USA. Our company provides various Zoho and Business solutions. More details on our website https://www.amazingbusinessresults.com/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Look_Out_for_These_Common_CRM_Mistakes!_-_Part_2

Contact Sales
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Look_Out_for_These_Common_CRM_Mistakes!_-_Part_2

Zoho DIY (Webinars, Courses and more)
https://www.amazingbusinessresults.com/diy/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Look_Out_for_These_Common_CRM_Mistakes!_-_Part_2

Zoho One FREE Trial - No Credit Card Required!
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec
Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Looking for a Zoho Partner?
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Look_Out_for_These_Common_CRM_Mistakes!_-_Part_2

Recommended Zoho Addons (Phone system, SMS, Zoho Bookkeeping, etc)
https://www.amazingbusinessresults.com/recommended/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Look_Out_for_These_Common_CRM_Mistakes!_-_Part_2

My top-rated Zoho CRM Course
https://www.amazingbusinessresults.com/zoho-crm-course/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Look_Out_for_These_Common_CRM_Mistakes!_-_Part_2

My Book
https://amzn.to/36pVvbW

The Izik Academy: https://www.liorizik.com/

Real Estate CRM For Brokers and Teams
https://www.amazingbusinessresults.com/zoho-for-real-estate/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Look_Out_for_These_Common_CRM_Mistakes!_-_Part_2

-~-~~-~~~-~~-~-
Please watch: "The Demon CRM Challenge"
https://www.youtube.com/watch?v=VVg69EkA40M
-~-~~-~~~-~~-~-

32 2

CRM Mistakes You Should Avoid!

If you haven't integrated Customer Relationship Management (CRM) into your business just yet, you may want to start. CRM incorporates many valuable resources in enhancing company automation, further improving customer relationships. That said, it's easy to make CRM mistakes that restrain your business from advancing - how can you know?

Today, I will review my series's third and final part, which discusses common CRM misconceptions. Get ready to gain some more practical CRM skills to improve your business automation!

C-level executives, otherwise known as the company's top-level executives, must include themselves in the initial CRM creation process to maximize the CRM's fullest potential, best customized for their organization. In most cases, we've seen that when companies create a system, the person hired isn't the most well-versed in the business's operations, which results in poor implementation as it doesn't fit the requirements and goals that the company is looking for. So, by having someone very knowledgeable about the business, you can be rest assured that the CRM system will be built under what's best for the customers, employees, and business as a whole.

Later, the video continues to talk about unsupportive team members and inefficient shortcuts - including how this results in poor CRM systems.

Automating your business is essential. With our help at Amazing Business Results, we can help you enhance your business using CRM.

By creating efficient automated systems, you'll see the change in no time!

---

My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada, and West Palm Beach, USA. Our company provides various Zoho and Business solutions. More details on our website https://www.amazingbusinessresults.com/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Avoid_THESE_Common_CRM_Mistakes!_-_Part_3

Contact Sales
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Avoid_THESE_Common_CRM_Mistakes!_-_Part_3

Zoho DIY (Webinars, Courses and more)
https://www.amazingbusinessresults.com/diy/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Avoid_THESE_Common_CRM_Mistakes!_-_Part_3

Zoho One FREE Trial - No Credit Card Required!
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec
Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Looking for a Zoho Partner?
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Avoid_THESE_Common_CRM_Mistakes!_-_Part_3

Recommended Zoho Addons (Phone system, SMS, Zoho Bookkeeping, etc)
https://www.amazingbusinessresults.com/recommended/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Avoid_THESE_Common_CRM_Mistakes!_-_Part_3

My top-rated Zoho CRM Course
https://www.amazingbusinessresults.com/zoho-crm-course/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Avoid_THESE_Common_CRM_Mistakes!_-_Part_3

My Book
https://amzn.to/36pVvbW

The Izik Academy: https://www.liorizik.com/

Real Estate CRM For Brokers and Teams
https://www.amazingbusinessresults.com/zoho-for-real-estate/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Avoid_THESE_Common_CRM_Mistakes!_-_Part_3

-~-~~-~~~-~~-~-
Please watch: "The Demon CRM Challenge"
https://www.youtube.com/watch?v=VVg69EkA40M
-~-~~-~~~-~~-~-

27 7

One of the common questions from Zoho One users is "what is the difference between a Zoho CRM workflow and a Zoho CRM blueprint?"

The main difference between a workflow and a blueprint is how the automation is triggered. A Zoho CRM blueprint is triggered by clicking a button. This type of automation is based on states and automatically transition to a new state when a button is clicked by a user.

Meanwhile, a Zoho CRM workflow is an automation that is triggered in the background, which means that no user needs to initiate or click anything. It will be triggered by something that happens in the system, specifically one that is based on data or action that is being taken on a record. Some common examples of a scenario when a workflow would be triggered is when a new lead record is created or the next followup date-time field has arrived.

In summary, Zoho CRM blueprints require a manual trigger from a user while a Zoho CRM workflow runs automatically on a system trigger without any action from a user.

My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada, and West Palm Beach, USA. Our company provides various Zoho and Business solutions. More details on our website https://www.amazingbusinessresults.com/?utm_source=Youtube&utm_medium=Videos&utm_campaign=Youtube_Organic&utm_term=Zoho_CRM_Workflow_VS_Zoho_CRM_Blueprint

If you enjoyed today's video and would like to learn more about how to use Zoho CRM, check out my course that has helped over 10,000 students
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Please watch: "The Demon CRM Challenge"
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