Zoho One Quickstart
Actionable lessons to start using Zoho One and grow your business to the first or next million.Watch Promo Enroll in Course
Stop wasting time and money trying to cobble together different online products to manage your business. Zoho One is a comprehensive package of 40 applications to help you attract, acquire and retain customers. It can be fully customized and automated to further maximize your effectiveness. But let's not get ahead of ourselves; you have to start somewhere and this course is designed to provide quick action steps to actually start using it - today.
We use a fictional pool and spa service company as our example...don't worry if you do not have a pool service company - you will be able to apply the content of this course to your business. We just use this as an example because it shows how we can utilize many of the available products - without overwhelming you.
We will start with instructing you on how to get a free trial of Zoho CRM and show you how to immediately upgrade to One to extend the trial by an additional two weeks!
Upgrading to One opens up all interconnected apps to maximize your business.
We start out by activating your email through Zoho so you can start sending and receiving emails with ease either on a computer or through your smartphone.
We then show you how to start using the Zoho CRM (customer relationship management) app to pursue referral partners as well as manage prospective customers and existing customers.
We will show you how to set up a simple website using the Zoho Sites app.
We will show you how to attract new prospects and future customers through the Zoho Social and Zoho SalesIQ tools.
We will show you how to set up your first email campaign to drive referrals with your existing customers using Zoho Campaigns app.
We will show you how to set up automatic subscription payments from your customers for your monthly using the Zoho Subscriptions app.
We will show you how to set up product inventory and product sales from your website leveraging Shopify and the Zoho Inventory app.
We will show you how to set up your Zoho Books accounting app to report on your cash flow progress for the year.
As a bonus, we provide video outlines for twenty-five (25) of the most widely used Zoho One apps so you can visualize how those products may be able to help you in your business.
David is the founder and president of the Edkins Group, a company focused on helping small businesses get more done through the smart leverage of technology.
Over the past several years David has helped over one hundred small businesses across the country synthesize their business model onto the Salesforce and Zoho cloud platforms. His success stemmed from keeping the approach to the technology as simple as possible. As he would say: "Remove the noise."
David started working at Hewlett-Packard in finance straight out of high school. He had been part of a local school program called Regional Occupation Program - and this internship impressed management enough to offer him a position. From there he moved into their consulting division. Within the consulting division he succeeded in many different roles: from managing finances of large telecom projects to being part of a four person global team commissioned to set up localized engagement with third party contractors to selling intangible services to CTOs and CIOs of Fortune 500 companies.
After twelve years he wanted a change, so he left HP to sell commercial real estate. During his time in commercial real estate, he created an online marketplace to post and reply to wants and needs of investors, property managers and brokers across the country. This hobby eventually encompassed over ten thousand subscribers with some paying between $29 and $1,000 per month for different levels of access.
The real estate market shifted and David then started a managed IT company offering small businesses a flat rate service to make sure their servers, computers and networks ran smoothly. After realizing the future would be in cloud platforms and less about keeping your own server, he sold his company to a competitor and started to focus on helping small companies shift to leveraging cloud technologies.
David is more of a salesman than a technical person, so as you watch the videos, even though he knows these systems inside out, he approaches it from a simple users perspective with the goal to help you not feel overwhelmed if you're starting from no experience with these kinds of platforms.
StartWhat Are The Different Ways You Can Add New Leads? (5:24)
StartAdding Leads Through Website Form (10:59)
StartAdd Leads by Chatting Through Your Website (4:55)
StartAdd Leads while Engaging Through Social Media (4:37)
StartAdd Leads from Referral Partners via Website (4:38)
StartImport List to Add Leads (5:15)
StartManually Add Leads Into The System (2:31)