Telephony Solutions For Zoho
Ғылым және технология
In this monthly tutorial series, Brett Martin & Tyler Colt demystify Zoho PhoneBridge and highlight the importance of effective telephony and SMS integration inside Zoho CRM. From understanding call logs to evaluating various SMS tools, this video is your guide to mastering communication in the Zoho platform.
Use this link for 50% off your first 3 months to get started using SMS for Zoho CRM by MessageMedia.
messagemedia.com/us/zenatta/
🚨 UPCOMING LIVE STREAMS 🚨
Zoho Thrive Full Product Overview
July 16, 2024, 10:00 AM Pacific Standard Time
club.zenatta.com/c/zenatta-ev...
Don't Miss Any Zoho News, Tips, Events & More
Subscribe To Our Newsletter - zenatta.com/newsletter/
💥 Zoho Team Training Programs 💥
Train Your Team In Less Than A Week!
👉zenatta.com/training/?...
🎬 TIME STAMPS 🎬
0:00 Intro
1:27 Agenda
2:22 Telephony Overview
10:43 PhoneBridge Walk-Through
17:09 PhoneBridge In Action
23:29 SMS Options
👇 SUBSCRIBE 👇
️ ♦️ KZread - / @zenatta
️ ♦️ Newsletter - zenatta.com/newsletter/
️ ♦️ LinkedIn - / zenatta
️ ♦️ Twitter - / zenattaconsult
️ ♦️ Facebook - / zenattaconsulting
🧠 OTHER RESOURCES 🧠
️ ♦️Resource Library - zenatta.com/resources/
️ ♦️Events - club.zenatta.com/c/zenatta-ev...
️ ♦️Club Zenatta - club.zenatta.com/
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - zenatta.com/
#Zoho #ZohoPhoneBridge #Zenatta
Пікірлер: 15
Much needed. Zoho's resources are not nearly as succinct. Appreciate it as always.
Great walkthrough.. Well done!
Hello. Great presentation. Is there a way to see Zoho CRM data (contact/account) of the caller if i'm on the move with a mobile only?
@landonmccluskey8880
10 ай бұрын
If you're just using the CRM Mobile app, there are options for call logging and you can specify which modules you want the app to search for a match when a call comes in. The only issue is that if the contact calling you is also in your personal contacts on your phone, that interface will take precedence and you won't see the CRM data.
Thanks for the overview. When you mentioned dialing from CRM on mobile uses your phone not the Ring Central app, does that mean it uses the phone dialer or data on my cellular plan? I ask because I am often in areas with poor cell coverage and typically can only make calls via cellular since data calls are not reliable.
@Zenatta
11 ай бұрын
Hi 4ForJo, We discussed your CRM dialing question on our most recent Issue of AZAAZ! Click here to jump straight to our response. 🎬 - kzread.info/dash/bejne/i36Cx5eseai9qMY.html#t=11m56s
Hi guys
What about 3CX?
How do you Bifurcate the number? Lets say we get the original number from ZOho Voice, or Twilio?
@Zenatta
8 ай бұрын
Hi Sean Hynes, One option is to use Zoho’s AI function “Parse Phone Number”. It will return a number of different values, one of which is "original_format":"(925) 97X-XXXX". Here is the script setup. response = zoho.ai.parsePhoneNumber("92597XXXXX","US"); www.zoho.com/deluge/help/ai-tasks/parse-phone-number.html www.loom.com/share/aab528c5721642049ef89bfb86b350ed?sid=0d4b5764-c19b-49ce-a684-728f49e5e07f
I have RingCentral but need a power dialer. Am considering Zoho voice. do you have any info on this topic?
@Zenatta
Ай бұрын
One great powerdialer option that works with RingCentral would be Phoneburner. It's actually our favorite in the way that in integrates with Zoho CRM (essentially, by launching the dialer via custom views). It is a bit pricy per user, but works great if the goal is to increase the volume of calls you're placing.
Why wouldn't you mention Zoho Voice ? At Least before you start the dive.
@SparkleAndShineToday
11 ай бұрын
I was hoping this was a video about Zoho Voice. I really want to see it in action but cant cos I'm in legacy Twilio phonebridge