zSource Consulting @zSourceOne

Zoho Authorized Partner | Zoho Analytics-Certified | Zoho Books Advisor Founded 1996 as Pacifix Consulting. #zoho zsourceconsulting.com San Francisco | Las Vegas Joined November 2008

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Jon Cooper 🇺🇸 @joncoopertweets

2 years ago

Amen to this.

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zSource Consulting @zSourceOne

2 years ago

“Honeymoon States” with Sarah Snook, Lucy Prebble, James B. Stewart & Rachel Abrams omny.fm/shows/successi…

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zSource Consulting @zSourceOne

4 years ago

Proud to be starting my third year as Zoho Partner! #zohoone #zohopartner #zoho Clients in 17 states and 2 Canadian provinces! lnkd.in/gV9C2pS

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zSource Consulting @zSourceOne

6 years ago

Join me for this event: CRUSH20 #AvalaraCRUSH avalaracrush.com/d/myq6w4?lang=….

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zSource Consulting @zSourceOne

6 years ago

Excellent Event and honored to be included with Zoholics Toronto! #zoholics #toronto #zohoone

Raju Vegesna @rajuv

6 years ago

Excellent Event and honored to be included with Zoholics Toronto! #zoholics #toronto #zohoone

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zSource Consulting @zSourceOne

6 years ago

Awesome experience at #Zoholics #Toronto #Canada. After-hours reception with client CTO Enterprises, Trevor Olsen and Samantha Tunney with Zoho Telephony Vendor @CalltureVoIP Siva Sanmuga and Michael Kim.

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zSource Consulting @zSourceOne

6 years ago

Join me at the Zoho One seminar today at The Point in San Diego. zoho.com/one/seminars.h…

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zSource Consulting @zSourceOne

6 years ago

Zoho Projects Webinar [11/26 or 1/7/20] Create and assign tasks & milestones, work w resources in your organization & outside, integrate tasks w CRM & Books. Run classic reports inc Gantt Charts & Utilization Reports. Includes tips on how to make Zoho Projects more agile!

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zSource Consulting @zSourceOne

6 years ago

Zoho Recruit Webinar [11/21 or 1/16/20] Accelerate hiring process. Manage candidate pipelines, integrate job boards, use multiple sourcing channels, interviews, assessments, background checks & expedite offer letters. Integrate w Zoho People.Ideal for corporate & staffing firms.

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zSource Consulting @zSourceOne

6 years ago

Zoho People Webinar [11/14 or 1/9/20] Set up an organization & roles, employee portal/on-boarding, implement time reporting, manage compensation & benefits, simplify performance review process, create forms, manage leave, centralize employee data in a secure, compliant manner.

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zSource Consulting @zSourceOne

6 years ago

Zoho SalesIQ Webinar [1/14/20 or 2/4/20] SalesIQ will improve your site with live chat and letting you see how your visitors are interacting with your site — all in real time. See how to set operators and schedules, customize chat icon, score leads and integrate with CRM.

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zSource Consulting @zSourceOne

6 years ago

Zoho Analytics [12/4 or 1/15/20] Design views, charts & dashboards from Zoho apps & imported data. Create workspaces, tables, users. Apply filters, add formulas, joins & lookups. Build a dashboard with KPIs, widgets, reports & charts. Export, share and publish your results.

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zSource Consulting @zSourceOne

6 years ago

Zoho Campaigns [12/3 or 2/4/20] Integrate Zoho CRM and lists, establish campaigns, create segments, conduct A/B testing, design professional email templates, manage follow up with analysis and actions. Includs smart schedules, mobile device considerations and branding.

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zSource Consulting @zSourceOne

6 years ago

Zoho CRM — Deeper Dive [11/20, 12/18 or 1/29/20] Automate incoming data, work with reports, develop custom modules, integrate email and apps, use lead scoring, set up a blueprint & automate workflows. Cover rules, territory management and marketing channels.

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zSource Consulting @zSourceOne

6 years ago

Zoho CRM — Getting Going [11/13, 12/11 or 1/22/20] Learn how to work with leads, contacts, accounts & close deals & create sales orders. Customize your sales pipeline, modify modules, interface social media, create views, filters, dashboards. Import/Export from external sources.

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zSource Consulting @zSourceOne

6 years ago

Zoho Books Webinar — Getting Going [11/12, 12/10 or 1/21/20] You will set up an organization, create a chart of accounts, interface a bank account, enter customer and vendor transactions, set up inventory items, generate financial reports & more. See Zoho Integration in action!

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zSource Consulting @zSourceOne

6 years ago

Zoho Books Webinar — Deeper Dive [11/19, 12/17 or 1/28/20] Import & rec data from external sources, perform job costing for time & expense billing, set up work-in-progress & apply raw materials into items for sale, create budgets, establish a customer portal, customize templates.

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Zoho Books @ZohoBooks

6 years ago

Good Morning #LosAngeles! It’s our last stop for the #ZohoFinanceSeminar and we are extremely happy to see a full house. We have business owners, accountants, and a mini enthusiast learning everything that is #Finance and @Zoho. 😇