0:00

So I, everyone I'm excited to be presenting

0:02

today on Zoho one, which is an all

0:04

encompassing Zoho platform.

0:06

That includes over 45 different tools to

0:08

run your business. I've had some criticism

0:10

of the title for being for small businesses.

0:13

And before I begin, I do want to let everyone

0:15

know that this is also enterprise grade

0:18

software. Although today I'm focusing

0:20

on small business. Before

0:24

I jump in tell you all a little bit more about who

0:26

I am. I graduated from DePaul in 2012

0:28

with a degree in computer science. Since then

0:30

I've done various degrees and certifications

0:32

in marketing. To help distinct grow and

0:35

help serve our clients. We started serving clients

0:37

in 2013, under a different name in

0:39

2015. We became distinct. In 2019,

0:41

I was happily married to my wife, Shelby, and

0:44

this December we're actually expecting first

0:46

born. So yeah, I

0:52

spent a long time trying to pick the right picture. So

0:54

a little bit about distinct. We are primarily a web

0:56

design and digital marketing business. We work with small

0:58

businesses and we pair them with a marketing

1:00

advisor. We really want to focus on local

1:02

businesses, independent businesses,

1:05

and try to have someone in a community with

1:07

the clients that we're working with. We want to focus on

1:09

strategy and partnering with these businesses to help

1:11

them be successful. So my goal today, I want

1:13

to present this to you in three photos. The

1:15

first photo is where you may be

1:17

right now. You may be comfortable in the systems

1:20

that you're in or maybe like

1:22

our CA on the right. These are my, our cats,

1:24

two of them maybe on the cat on the right. You're a little cautious

1:27

you're not sure about the Zoho thing. But my goal

1:29

halfway through this presentation is

1:31

to help you see the light get you engaged

1:34

with what you're seeing a little interested.

1:36

Maybe you're start Googling Zoho but then

1:38

by the end, I want you to take a leap. And

1:40

I'm here to hold you to make sure you can reach

1:43

whatever you're reaching for. I know these are a couple

1:45

of years old. I was going through photos.

1:47

I was trying to figure out like, which ones I should use.

1:49

I wanted to use this analogy. And then these three just

1:51

popped up and I was like yeah, these are them.

1:54

But let's, Mohito on the right. He has his own Instagram,

1:56

check him out, slow Mo

1:58

what does it slow mojitos

2:00

and that's OSI on the left. And like

2:02

I said, I want to help you take that leap

2:04

and reach that. A goal that you're

2:07

saying. So a hypothetical question, unless anyone

2:09

here wants to answer, but what would you do

2:11

with more time, more money easy

2:13

access to all of your business information, all

2:15

of your passwords being remembered for you with

2:17

one username, for everything you need in your business

2:20

for spending less time onboarding new employees

2:22

and training them and less time reviewing applications

2:24

and scheduling interviews. Does that sound good to

2:26

you? All those things you would like to spend less time

2:28

on? Got some yeses. Good. I didn't

2:31

even know. I wanted to save time on those things until

2:34

about 10 months ago. My team and I were

2:36

looking at our CRM. We were using a

2:39

name, big name brand CRM at the time.

2:41

For those of you who may not know a CRM is a customer relationship

2:44

management tool. It's the hub of all of your

2:46

customer data. And I was looking at

2:48

their pricing and what we needed to grow in the way we

2:50

hope to grow in 2021. And

2:53

it was terrifying. I couldn't, there was no way I

2:55

could have done it. Just couldn't have, so we needed

2:57

options. A team member of ours, Jacob said,

2:59

Hey, what about Zoho? And I said, ah, I've seen them

3:02

for years. I don't know. They're confusing.

3:04

I don't really understand what they do, but I looked into

3:06

it and led us to this time

3:08

we are now. So yeah, it was just, I was frantic

3:10

and I was looking at this screen

3:12

For everything I wanted to do in our system I

3:14

needed this $4,000 a month

3:17

package per user. And

3:19

there was no couldn't, there's

3:21

no way. I could've maybe done the 1780

3:23

a month per user. But still it would have, I

3:26

don't know, we would, would've had a triple our prices. It just wasn't going

3:29

to work. So I found Zoho one and

3:31

through a lot of self-education because

3:33

admittedly, it can be overwhelming to look at these products.

3:36

I was able to learn, understand what they could do

3:38

for me and my business. So

3:41

a little bit about Zoho. Zoho was founded in

3:43

1996 and grew profitably over

3:45

4,500 employees. Primarily they

3:47

are based in India, but they have offices

3:50

in Japan, China, Singapore, California,

3:52

Austin, Texas, Netherlands, and they're

3:54

growing rapidly. And they offer a different

3:57

levels of products and services, including marketing

3:59

and sales, project management, collaboration.

4:02

Finance and HR and

4:04

business process intelligence. They have over 30

4:06

million users worldwide. They're growing rapidly

4:08

and they really want to be the operating system for your business.

4:11

They want to be what your business runs on, all the tools

4:13

you need. So what does that really mean? Helps you acquire

4:15

and serve new customers. Empower your new employees,

4:18

run your operations, finance, human resources,

4:20

assets but also create differentiation

4:22

and you can even create custom business functions

4:24

and applications. So this page

4:26

really excites me. I loved Zoho products

4:29

when we found them, but then I learned more about

4:31

the company and the culture, and this might be hard to see, but

4:33

on the left corner, there's an image. And

4:35

what that talks about is the Zoho farm. Zoho

4:38

bought this giant plot of land in Austin, Texas.

4:40

They wanted to build the next big tower, have their

4:42

corporate headquarters like a lot of tech players

4:44

do. And they realized during the pandemic

4:47

that's not them. They're privates, they're not flashy.

4:49

They don't need a big tower. They don't need an apple campus.

4:52

So what they did is there were some existing businesses

4:54

on that plot of land and the

4:56

employees work in those I'm sorry, some existing

4:58

buildings, the employees work in those buildings

5:00

and the rest of it is an actual, fully functioning

5:02

farm. If hire two people to manage that farm,

5:05

any Zoho employee or customer can

5:07

go visit camp, go farming, things

5:09

like that on the land. On the right side, there's an image.

5:11

And I'll prep. These links afterwards where

5:13

Zoho is envisioning a world

5:15

where they have small communities

5:18

of offices and rural areas and

5:20

their whole employee system will be

5:22

distributed. So again, now these big towers,

5:25

not these. Fancy campuses, but having 10 or 15

5:27

people in a place like Greencastle working in

5:29

a small Zoho office that maybe connects to a slightly

5:31

larger office in Indianapolis. And they're doing

5:33

that now in Texas with the area around

5:35

Texas and Mexico that having a bunch of small

5:38

communities I've actually been in touch with them and push

5:40

them to, to look at Putnam county and think

5:42

of ways that they can do that here. And yeah. So

5:44

the quote below, you may have already read it, but basically

5:46

talking about those buildings in the space, creating

5:49

this organic farm and two Zoho

5:51

employees now are just farmers there. So

5:53

this is a really cool calculator that

5:55

another company created they're called the workflow academy.

5:57

You can find this on their website. But this calculates

6:00

how you can save money on Zoho or by using

6:02

Zoho based on a bunch of other tools. And what I did

6:04

is I customize it to what I was looking

6:06

at last year when I was making this plan. And you'll see

6:08

the HubSpot was a giant monthly investment.

6:10

There's absolutely no way I could have done it for

6:12

11 users where we wanted to be at this time.

6:15

And then some other tools that we're using that can

6:17

also be replaced by Soho one. So this is drastic,

6:19

right? I needed a very specific part of HubSpot

6:21

that was going to be very expensive. But other

6:24

other organizations might not save this much money,

6:26

but I'm still going to save some

6:28

money. So you'll see here on the right side

6:30

44,000 per month was what I needed

6:32

with HubSpot. Again, couldn't have done it. There was just no

6:34

way. There's absolutely no way with Zoho

6:37

for the same features and all the features of these other

6:39

tools. We're at $330 per month

6:41

for 11 users. Just giant savings.

6:44

And we're seeing savings, significant

6:46

savings of $500,000

6:49

a month for most businesses we're talking to. I think

6:51

that's really impressive

6:53

alone. So I can't, there's

6:55

no way I have the time to go into all the different tools,

6:57

all the different offerings. But I want to just show

6:59

some of them and help you all visualize

7:02

the scope that is available within the

7:04

suite. Some of the ones on this page that we use

7:06

are the CRM sales inbox sales

7:08

IQ social surveys,

7:11

marketing automation, work drive, and these

7:13

are plays a plethora of other services all within

7:15

the ecosystem. There's a whole nother page of services.

7:17

And they're adding constantly. They just released a

7:19

Phone phone system, a VoIP system for

7:22

Zoho, the integrates with everything. I'm

7:24

still pretty new, but it's coming out and

7:26

it's really exciting. So these are just some of

7:28

them. And I'll come back to this another point.

7:30

If you guys have any questions about different items

7:33

and here's some more, like I said, it's

7:35

really very robust. A lot of them overlap.

7:37

They often merge or pull

7:40

different services out. It's a very evolving ecosystem.

7:43

Before I go any further, feel free to anytime for those of

7:45

you here. Just stop me. If you do have any questions

7:47

if you're watching this online, I'm not looking at chat,

7:49

but I'll get to that afterwards. If there are any questions there.

7:57

So the, all the different apps or

7:59

essentially I'm

8:04

using the wrong Let me cover that. By default,

8:07

most of the tools are different teams.

8:10

That's one way the Zoho stays affordable. They

8:12

don't have a lot of overlap, but they all have standards

8:14

that they follow to be able to integrate. So some of

8:16

them integrate right out of the box. Some

8:19

of them you can do some tinkering

8:21

spend 20, 30 minutes or work with someone like me to

8:23

connect them. They also have Zoho

8:25

flow. Which is very similar

8:27

to Zapier if you're familiar but that

8:30

can connect external apps and internal

8:32

apps. And you can fully customize

8:34

using a programming language they've created

8:36

to really do anything you want. So there

8:39

are levels of integration, but by default,

8:41

most of them talk in some way that would

8:43

be valuable to you. But if there's ever

8:45

something you go, I wish this could do that.

8:48

It's possible. It might just take a small investment

8:50

one time. Yeah. So this is an example of their analytics

8:52

dashboard. And just a quick

8:54

example of some of the things you could do

8:56

right out of the box. This is pulling from the CRM

8:59

from accounting from their bookkeeping

9:01

tool invoicing their deal

9:03

pipeline all in one dashboard. And

9:06

it can pull from external tools as well. QuickBooks

9:08

is one I've worked with social media accounts. You can

9:10

pull everything and create these dashboards. It's

9:12

been really fun and exciting for me to explore. This

9:14

one is just something I found on the internet. It's not one of my own,

9:16

but I have some examples I'll show later too,

9:20

and analytics does come with the Zoho one subscription.

9:22

This was a gift, but in turning this

9:24

into a PDF, I realized the gift was not going to play,

9:26

but it's an example. And I'll show you a real life example here in

9:28

a minute of the search functionality, across

9:30

all the apps and how it can be searched

9:33

in one location and pulled from everywhere. So one

9:35

example is a contact that you want to find

9:37

all their files. All the times you've mentioned their name

9:39

and your internal chat, the documents, maybe

9:41

their invoices, things like that. And

9:45

you can integrate the search across other third-party

9:47

platforms as well. So I see box

9:49

Dropbox, Google drive, slack, Salesforce.

9:52

There's other options. You can pull it all into that search.

9:59

Say that again? Yeah. So with

10:01

some integrations you can pull from. Yeah.

10:06

Let me just jump to it now and show you a real life example, but

10:08

this is the it's called Zia search.

10:10

It is their exam, their representation

10:13

of Siri. You can talk to it, things

10:15

like that. And by searching in this toolbar,

10:17

it'll search across the entire network of connected

10:20

apps to pull up information. So

10:22

here, this is the tensor hub. I'm picking on Brian

10:24

Cox a lot today. So I typed in Brian Cox's

10:26

name. I'll see all of his information in the CRM.

10:29

Some recent invoices for his membership. Any

10:31

email marketing campaigns we sent to Brian the

10:33

notebook is a lot like one note. So that's

10:35

here in the corner. I can pull this up from any app

10:37

and take notes. So I'll see call Brian.

10:39

I don't know if it's easy enough to read, but and here

10:41

I created a note that says Brian Cox

10:43

and attendance savings. We'll buy him a donut and

10:46

he's not here. So I'll buy someone. Else's a donut. But

10:48

so this can be integrated with. All

10:51

of these tools as well to have the single

10:53

search for everything across your applications.

10:56

I see you,

10:59

they bought, and Ashley, could

11:02

you that's

11:09

a great question. I've never tried that. Not

11:13

look quick. You can reference in the notebook now

11:16

within the CRM, you could I could reference

11:18

clients, tickets, things like that. Yeah,

11:21

I think I'm pretty sure this is solely plain text

11:25

and that this, those are checklists. I

11:27

see those checklist. Oh, okay. Almost

11:30

start your day. And it's like jot down

11:32

a few things you need to do, yeah, and

11:34

this is a very like basic

11:36

notebook tool. They have more robust

11:39

like project management tools. You want to use those,

11:42

you can even create tasks in the CRM,

11:44

maybe replace replaced the post-its on my that could

11:46

replace your post-its and then you can search them

11:48

all from right here. So the

11:50

one thing I want to caution everyone, like I said, that first

11:52

picture of the cat, the reason I brought that up. Is

11:54

because there's so much you can

11:57

do so much. I like

11:59

to do that. It can be overwhelming quickly.

12:01

So to answer that, like I would probably

12:03

create notes in the CRM and

12:06

then you can reference them directly to the client

12:08

and to the company, but still find them here

12:10

as well. But maybe for you using the notepad

12:12

is perfect and that works also. So

12:15

it's all about customizing to your needs and

12:17

out of the box, there's going to be. Three

12:19

or four options for anything you'd want to do. And

12:21

it's just finding what works best for your workflow. I like

12:23

the notes a lot though. In our own internal one, I

12:26

have all kinds of notes there that I just jot down

12:28

throughout the day. And then I add them to the other places that

12:30

I like to manage my my projects from and whatnot.

12:47

as you want. yeah,

12:50

it was more like solid information.

12:55

Yeah. That's how I use it. Yeah. Just get down quick.

12:57

Most, if not all Zoho apps,

12:59

we're looking at have a mobile app as well.

13:01

I love their notebook mobile app. So

13:03

that's what I'll typically do. Pull it out, dump it in there.

13:05

I can access it from here. And then when I'm ready

13:07

to make it more actionable, I move it. Most of them do.

13:10

Yeah. Which is a blessing

13:12

and a curse. Yeah. I think

13:14

I have 15 Zoho apps. But they all,

13:16

like I said, all the teams are siloed.

13:18

It'd be a really bulky app if it could have everything,

13:20

but with Zoho one, you can't have the Zoho

13:23

one app and it links to other apps

13:25

that helps you figure out which one do you want to install or not

13:27

install, but you still have to have multiple

13:29

apps. Yeah.

13:32

Yes. The app management app,

13:35

like I said, cat's in the box

13:37

and now maybe you're looking out and you're getting a little comfortable,

13:40

but yeah.

13:44

Yeah. Especially if you have different team members

13:46

doing different things, I think it

13:48

may be a very specific issue to me since I'm touching

13:50

all departments in all areas, but yeah.

13:53

The CRM app is fantastic. I like the app

13:55

better than the. The desktop version, to be honest

13:57

it's less intimidating. But yeah. Yeah,

13:59

if you're just finance, you have the books app and that's all

14:02

you need and it pulls information, it sinks all

14:04

across. So that's all, it's really all you need. So speaking

14:06

openly, honestly, I have not set up integrations

14:09

to search from external tools, but

14:11

when I found this, I wanted to include it because I really

14:13

want to do that. We have a shared

14:15

drive and you have a

14:18

be such people like. And

14:22

their name and that you're talking about, her

14:24

name pops up. Yeah. Yeah.

14:26

And so who also has what they call Zoho work

14:28

drive? I'm the biggest

14:31

ally of Google and Google workspace.

14:33

I've been a reseller for years. I love it. But

14:35

work drive is very polished

14:37

for business process in a way I've

14:39

never seen Google drive work.

14:41

So as far as permissions and drafts

14:44

settings it's really awesome. But yeah. So

14:46

this would pull if you were using Google drive

14:48

or another tool just to pull all that in and make

14:50

it indexable and searchable. I don't

14:52

know how it relates to customer records, but if you're taking the

14:54

customer name and the names of the document that'll

14:56

pull up. So their goal is no more application

14:59

spaghetti. So you have all these different applications

15:01

that maybe talk to each other, maybe don't, you're popping

15:03

in between all these different things. So their goal is to

15:05

have you be in one place with all these

15:08

internal tools and still, if you need an external tool

15:10

pull in I borrowed this graphic from the Zoho, a

15:12

marketing document, and I just absolutely love it

15:14

because we all can relate

15:16

to that. Yeah.

15:20

So this is just a quick example. If you have an intranet,

15:23

you can tie into your

15:25

own databases, things like that. Again, more complex.

15:27

You probably want to work with a consulting partner but you can pull

15:29

in from really any database that you build a connection

15:31

for. So this is an example of an intranet that has

15:33

a fourth floor plan in their internal internet,

15:35

and you can pull so what can you replace with Zoho? One

15:38

answers, a lot of things. I'm sure

15:40

I know there are more, but these are some of the most common

15:43

tools you might be using that can fully be

15:45

replaced by using the Zoho one suite.

15:50

And I was using a

15:53

lot of these and

15:57

just to show Zoho is growing rapidly.

15:59

There's a whole one product launch in 2017

16:02

and they had about 5,000 users

16:05

or customers at that point. As of 2019

16:08

is the most recent I could find they're pushing 22,000.

16:10

And it's just, it's skyrocketing. They're really growing

16:12

out their partner program. People like myself

16:15

because they don't really do much marketing on their own.

16:17

They don't spend millions of dollars

16:19

on marketing. That's how they can keep things affordable. So

16:25

should you use a Hawaiian? I think, yes,

16:27

if you'd like to save time or money if you don't like searching

16:29

everywhere, if you value

16:31

collaborating and integrations, and

16:33

if you value customization but if you like

16:35

spending more money on things and you like

16:37

that, the tools you're using have a tower downtown.

16:39

That their name on it. And then that's the reason not to use their

16:41

ho they're not going to have a tower downtown. You,

16:43

if you love searching across multiple tools, if you love

16:45

remembering all your passwords or you

16:47

hate when your tools can really be customized

16:50

to your needs, then no, you shouldn't use Soho.

16:52

But all jokes aside, I know it can be really intimidating

16:55

looking into a new tool like this. So Zopa

16:57

so partners with people like distinct to myself

17:00

who are passionate about the product and love to help you make decisions

17:02

and figure out the integrations for you. So I

17:05

all, all jokes aside when I

17:07

was looking at this last year, it was very intimidating

17:09

trying to figure it all out their website. Wasn't very helpful.

17:12

I didn't have a partner guiding me. But I'm

17:14

the type to dive in and just learn things. I was able

17:16

to understand the ecosystem. But really

17:18

for me I think it's really beneficial for someone to

17:21

talk through and understand the products more in depth.

17:23

So this is the end of the formal presentation,

17:25

but I wanted to walk through some of the tools we're using for the

17:27

tender hub and then open up any questions,

17:30

because again, I can do a lunch and learn every

17:32

day for the rest of the year and probably not cover everything

17:34

that could be covered. So before, I guess I'll open up to

17:36

any questions now, before I go through

17:38

some of the tens or hub tools It's

17:40

different tools interrupts, always.

17:46

So as strong as any other tool I've used

17:49

there's a lot of seamless integration

17:51

through pre-built apps

17:53

that you just push a button and they work just

17:55

like authenticating your email with. Different

17:58

tools then using Zoho flow, opens it

18:00

up to a whole nother realm of just drag and drop

18:02

integrations that are really robust. And

18:04

then not, this is a little off your question,

18:06

but then again with the custom programming

18:09

it's really straightforward to build deeper integrations,

18:11

but out of the box you can integrate with all the major players

18:14

QuickBooks, Google, Microsoft

18:16

anything you typically integrate with online is

18:19

out of the box. Specifically for the CRM

18:21

and some of the other mainstream tools

18:23

analytics as well, analytics can pull in

18:25

LinkedIn, Facebook, social media

18:28

Google, or QuickBooks, Google

18:30

drive, work, drive all the certain things.

18:33

There's certain tools

18:35

that I

18:41

have to be downloaded.

18:45

Yeah. Yeah, I agree. Like I, I won't

18:47

switch us from G suite or Google workplace

18:50

but it integrates really deeply with both outlook and

18:52

Google. What I have pulled up here is sales

18:54

inbox, which this is pulling straight from my Gmail.

18:56

I can go to Gmail and send an email right now. But it

18:58

also pulls all my emails into the CRM

19:01

to keep records there. So I don't have to use this as my

19:03

primary. I just wanted to show us an example. But

19:05

I, for myself and for Tenzer

19:07

I still use Gmail, but everything is pulled right

19:09

into the CRM seamlessly. Do you respond

19:11

to emails? You can. I

19:14

do not. You can. And it's

19:16

a really, I wish I did, but I just,

19:18

I'm the stubborn old guy with my Google and I love my

19:20

Gmail. But like this tool pulls right in,

19:23

it shows your contacts and leads. It shows people not

19:25

in the CRM. Anyone with a tender hub email

19:27

address shows here. And if I

19:29

compose something, it has a lot of a suite of

19:31

tools there and it goes through my email. I'll

19:33

still be able to see it in my Gmail. So

19:36

there's a lot of integration. You like your

19:38

mints at times, or having been set the scene?

19:41

I do not do that into Zoho. No, but

19:44

you also could, you can add multiple domains.

19:46

I can schedule this to send it has. Intel

19:49

email intelligence to know when the response,

19:51

the person to respond, the person receiving the email

19:54

will be most likely to respond. Oh

19:58

yeah. No, my best time right

20:01

now with things noon. And

20:07

I just had this up today and I haven't emailed most

20:10

of you. What

20:12

is your, so I don't know. It might be, everything

20:14

might be just noon. I

20:16

want to say. Yeah,

20:20

it doesn't even give me an option like that. Yeah.

20:24

But so this tool adds these, like you can add a task

20:27

at a note or out of response watch

20:29

if he doesn't respond within one day. Yeah.

20:31

This is just one of the tools. Again, I could go into

20:33

tools for hours each, individually. What's

20:35

the sandals.

20:41

Nice. So just, it just sent where

20:43

do you see pipeline view? Or just

20:45

in, in the CRM and, yeah. Okay. Yeah,

20:47

so fully customizable, but here, this is

20:49

Brian's record on the left side, you

20:51

have all the related apps and lists that you work

20:53

on. So here is an attachment, which

20:56

was his review of the tensor hub

20:58

emails I've sent to him. Here's a lunch

21:00

and learn email. I asked him if he was going to come marketing

21:03

emails that I've sent to him. What

21:06

was it like for you? Yeah, so you can

21:08

customize a deal pipeline and you can add

21:10

labels and things like that. Through all

21:12

of the contacts,

21:14

through all the different, like main tabs,

21:17

there's really robust filtering too. So

21:20

chats attended browser page

21:22

visits. They have a tool called sales IQ.

21:24

It goes in your website, it tracks activity on your website.

21:26

So that can all be pulled into here as well. You can

21:28

set custom scoring. So if someone's been on your website

21:31

for four hours and they visited 50 pages,

21:33

you can make them a hot lead or soccer.

21:35

I have event rate tied in so we can

21:37

see people who've attended event, bright events

21:39

and how many they've they've attended all

21:42

right here. For tender, we use a host subscriptions.

21:44

This is off because we just switched this month. Not

21:46

everyone's been billed. But it will show subscriptions

21:49

per day. If we lose members,

21:51

it'll show when they're leaving, we can track all

21:53

those different churn rate, any any

21:55

reasons or problems that are causing

21:58

people to leave. And this all integrates

22:00

together. So within Brian's account right

22:02

here, I can go in and see a subscription,

22:05

make sure he's still subscribed to being a member

22:07

here at the hub and really follow

22:09

a holistic view of everything

22:11

that he's done. I

22:14

have too many tabs right now. Everything's going crazy.

22:16

So subscriptions are going to be down here

22:18

and there. I can see he's a regular member. He pays whatever

22:20

your member pays. And it's right there. And I can click on

22:22

that and dive deeper to one tool we integrate with

22:25

a distinct is there Zoho desk? It's

22:27

a robust help desk tool. And

22:29

you can have emails, text messages,

22:31

social media comments, social media messages,

22:33

all being pulled into there and have

22:35

different teams that can access different parts of that

22:37

and respond comment. And again, that would pull

22:39

it right into these records. It would show, it would

22:41

say Zoho desk right here, and then I

22:43

could see all the all of the records

22:46

for that right there. yeah.

22:51

That slide of the Zoho

22:53

marketing slide and what I have to assume

22:56

they're saying is by using Zoho social,

22:58

you don't have to be actively on LinkedIn because

23:00

those, so social, both lets you schedule

23:02

out posts, but also

23:05

create tasks. If people are commenting on posts

23:07

you can do some automation, some RSS

23:09

feeds or scanning different social networks to see

23:11

if you're being mentioned or for keywords, things like that.

23:14

So that's my best guess of what they're meaning there. We

23:16

don't use those social for ourself right now

23:19

only because it has a limitation on

23:21

how many accounts you can post

23:23

to at once. So for us, we post

23:25

a distinct of insecurity. Shannon's Metro drove

23:28

bottom. All those Facebook accounts get most

23:30

of our posts. With zoom social, you can only post

23:32

a one LinkedIn profile at a time in one social,

23:34

one Facebook, things like that, but they are working on improving

23:37

that it's some legacy code that from

23:39

15 years ago, they can't 10 years ago. They

23:41

can't. Yeah,

23:48

but it's really nice for if you struggling

23:50

to manage your comments and responses, messages,

23:52

things like that. Social is a really good place

23:54

because it can create tasks and tickets. In

23:56

your Zoho desk so that you

23:58

can know if someone comments, Hey, I know in

24:01

your case, Hey, I'm looking for an executive level position.

24:03

Can you help me? You may never see that if you don't, if

24:05

you have a hundred comments, but if you have these tasks being

24:07

created on keywords, you'll be triggered and know

24:09

oh, I need to respond to this person. So that's my best guess

24:12

is it's mostly social posting

24:14

is how it's going to replace. I'm

24:19

going to pull up the chat, see if there are any comments.

24:22

Is there a nonprofit option? So

24:26

yeah. Yes, they do offer non-profit

24:28

discounts. I haven't experienced

24:30

them directly yet. But I do know all their

24:32

tools have educational, nonprofit options.

24:35

Sarah, I can try to find some information and provide

24:37

that to you. And

24:41

we did actually just implement a online

24:43

donation. Page for a non-profit using

24:46

Zoho checkout. So really simple one

24:48

page, they can click a donation amount,

24:51

make it recurring for other information and

24:53

go that's you can buy all of these tools separately.

24:55

I failed to mention that they all have separate pricing.

24:57

If you wanted one or two tools,

24:59

but for me, the Zoho one bundle

25:02

is really nice because it's one price for all

25:04

of these tools. And the pricing is pretty straightforward.

25:06

If you buy a license for everyone

25:08

in your organization, it's $45 per month.

25:11

And if you buy a license for just

25:13

a few people in the organization, it's $95

25:16

per month. So they incentivize getting your whole

25:18

organization on board. I have asked them,

25:20

how do they check that? You've signed an agreement when you

25:22

sign up, but basically they said like it's

25:25

trust. And also along with that

25:27

if you, I have an organization that maybe has some

25:29

employees that don't need these tools, right? Maybe they're

25:31

cleaning the office space and they don't need

25:33

to check a CRM. They do not have to be on

25:35

for the full employee licensing, so you can get the $45

25:38

per month rate. For just a select few of more

25:40

of your your workforce that needs the tools. So

25:49

like that. No some of the two

25:51

with Zoho one, it's mostly all inclusive.

25:54

If you're buying things separately, there is a lot of

25:56

scaling. There are some things I think API

25:58

calls. You pay for, if you get to a certain

26:00

threshold, but for any small business

26:03

you're not going to reach any of these thresholds. So

26:05

why don't you automation the

26:10

end? Yeah.

26:21

Yeah. As far as I've seen with all the businesses I'm working

26:23

with and working for ourselves, I've not ran into

26:25

those limits. I was Zoho one

26:27

it's very open. What I would

26:29

say is I can look at

26:31

the Zoho campaigns pricing

26:33

as a whole campaigns is the email platform. They

26:35

do have tiers there and then

26:38

typically I can find any additional tiers

26:40

for Zoho one, but they really open

26:42

it up. They really opened it up. There's

26:53

some of those other ones, Zoho volts can store

26:55

all of your passwords and share them across different

26:57

permissions. One thing I failed

27:00

to mention is that permission settings are really robust.

27:02

So you can have permissions based on roles

27:04

based on titles. You can have shared permissions.

27:07

With us, we have a team of two people who work

27:09

together and they can see each other's contacts.

27:11

They can see each other's notes, things like that.

27:14

But then not see another person who maybe is not

27:16

on our teams information. So that can all be very

27:18

customizable. If you have someone who's just

27:20

a part-time contractor doing one specific

27:22

task, you can give them the small amount

27:25

they need. And you can set it all up to automate.

27:27

When you onboard someone, they get the tools that they need.

27:29

So people has a learning management system,

27:31

they just rolled out and that allows you to create

27:33

classes and have your employees

27:35

take these courses, take these trainings.

27:38

And then as they advanced to them, get permission to

27:40

the tools that they need. Which is really nice to be able to

27:42

build that out. Similar tools to that. I was looking

27:44

at some, and those ended up being 150,

27:47

a hundred dollars per person per month. Again that's all

27:49

included. Rolling. Yeah.

27:54

So there's two ways to go about it. You can go through all

27:56

the different apps supports. They all have different support teams.

27:58

Each apps, a little different CRM in books

28:00

have very robust, very fast re support.

28:03

Things like analytics, which isn't as big

28:05

of a emergency need.

28:08

It's a little slower. And then you can also work with someone

28:10

like the stinks, where we provide support in addition

28:12

to the support they have in the apps, but

28:14

I've really loved the CRM and

28:16

the books and invoice and subscription support.

28:19

They've been really quick to jump on a video, share

28:22

things like that, because those are more mission critical. They

28:24

have email chat, support, phone support for some

28:26

tools. Yeah. And you can also there's

28:28

a partner support with a dedicated

28:31

partner team through Zoho. That's what we use.

28:33

They onboard you concentrating that's

28:35

an additional fee if you want that, like handholding.

28:37

I think you can even do that if you're working with

28:39

someone like distinct, although I don't know what the cost

28:42

benefit would be. But yeah, it really,

28:44

depending on the tools, it can be very robust

28:46

support and I've only really used support

28:48

for a handful. I have, I've used it for sales

28:50

IQ, and that was really good.

28:52

Is that something where you. I've

29:01

never set up a call. I'm sure I can. Typically

29:04

I gathered information via email

29:06

talk with that partner support channel

29:08

and then educate myself. I want to have

29:10

a very robust level of knowledge for all the different

29:12

tools if we're not using them. But I can try to set up

29:14

a call as well. That, yeah, that'd be great.

29:17

Yeah. Yeah,

29:22

absolutely. Sure. No,

29:24

absolutely. I think that's a great idea. What

29:29

are your thoughts on so as I've

29:31

been putting a toe to

29:33

the Zoho water, Yeah,

29:38

I was spending money because a minute jumped

29:41

in. It's

29:46

very normal. So my biggest

29:48

question, like you being Zoho pro

29:50

I think that we need to integrate. His

29:53

projects and I'm having a hard

29:55

time figuring out like how to invest

29:57

the time to make that project dashboard

30:00

like work for us. And this is, I know that

30:02

you are very good at moving through

30:04

softwares. Like you're going an understanding of

30:06

software. I'm going to like. I

30:09

have my Gmail and I have my white board and

30:11

then I have my, into my Gmail. It's like

30:13

unread emails, me and I need to do something. Now

30:16

I have a start starring them if I need to do

30:18

them that day. And then I have all these post-it notes

30:20

of things I had to do on Monday, but

30:22

the post is still there anyway.

30:25

So I have this like system

30:27

that works for me, but it's not really working

30:29

for me, but it's also like to get

30:32

it all into project seems so overwhelming

30:35

when there's already like all the work that needs to be done.

30:37

Yeah. For like normal work. Yeah. And

30:39

so what is that of your, I

30:42

dunno, what are your thoughts on how best to manage

30:44

that particular problem of like now

30:46

I want to adopt Zoho, but to adapt

30:49

it in itself is hugely time-consuming.

30:52

Yeah. So the

30:55

answer is going to depend a lot on your

30:57

preference. I've throw it back to you, right? One option

30:59

is to find someone like distinct to sit with you,

31:01

understand your needs, take everything and just do it right.

31:04

Much I'm sure some of your clients just Hey,

31:06

just do the thing. I don't really know what the thing

31:08

is, but do it and tell me what you need me to do.

31:10

But then alternatively, it's

31:12

really just jumping in, right? Saying

31:14

here's what I currently do. How can I currently do it the

31:16

same way in projects? And

31:18

then figure out how to optimize things later. That's

31:21

the approach I ended up taking, because I didn't even know

31:23

the partner ecosystem existed when I was

31:25

learning. So I just took everything and put it in, get

31:27

some onboarding calls and oh wow. I can do this.

31:29

So then I tinkered. But if there's no time for that

31:31

then working with someone like distinct just to sit down and

31:33

listen, understand, and then have us build

31:36

it out to your specifications could be

31:38

a good option. Yeah. What's the pricing,

31:40

like for the, to look like, and you were talking

31:42

about, some of them were advanced coding, and I know you had

31:44

some posts that you were recommending them, but for that

31:46

too, like what is kinda that

31:49

like price point to get that kind

31:51

of help? Yeah. So everyone's going to be different. We're still

31:53

exploring our pricing to be honest. Right

31:55

now for smaller projects, I want to just

31:57

do them. I want it to make it

31:59

affordable for clients so we can

32:01

get that experience doing it. And we can get clients

32:03

for case studies. We're actually

32:06

hoping to work with the chamber of commerce on a case study

32:08

of using Zoho for the chamber. So a lot of heavy lifting

32:10

with no investment there. But partners I've worked

32:12

with are ranging anywhere from 50

32:15

for someone 15 hours for someone not very

32:17

experienced or just on their own to some

32:19

of the agencies are a couple hundred dollars an hour

32:21

pay for experience and if they can get it done and have the time

32:23

sure. Worth it. It's for distinct, we really haven't set on

32:25

settled on pricing yet. Again, we were.

32:28

Building out systems for ourselves. We want to

32:30

build out some systems for people we trust

32:33

and people that will give us referrals.

32:35

So we're trying to figure that out. Yeah.

32:37

But yeah, it's a wide variety and for the custom coding

32:40

most agencies even distinct partnering

32:42

with people who can do that bundling it all in

32:44

for making those robust systems. Yeah.

32:58

Yeah. Yep. It's included.

33:00

Recruit alone is I think $45

33:03

a month for some of their, I think it's 25, 50

33:05

and 75 if you're just buying recruit. So

33:07

most of the tools are priced in a way. If you buy two

33:09

or three, you might as well buy Zoho one.

33:11

Just to get you into the ecosystem. We're using recruit

33:13

for distinct for when we're looking for new talent.

33:16

And then I'm rolling that out for the chamber of

33:18

commerce as well, to create a job

33:21

board for the community. So really robust

33:27

and sign. You can do all your document signing.

33:29

Yeah, that's included yeah,

33:32

we have some automation set up when a new client.

33:35

Joins, they get a document it's boiler

33:37

plate fills in their information, sends it to them. They sign

33:39

it, saves it to their profile.

33:42

And you're using velvet books. Is, does

33:44

it tie to your bank account to where your bank

33:46

is like feeding in all the transactions are

33:49

there? It does currently. We're only using

33:51

it for invoicing. We wanted to take

33:53

this year to still do expenses and QuickBooks.

33:55

January 1st, we're going to move fully Zoho books.

33:58

And it does a bank integration uses

34:00

plat or whatever that popular

34:02

being integration do. Do they have anything for

34:04

like expense management? They do. Yeah.

34:07

So I guess, let me ask it, when you say expense management,

34:10

like something like tiger point has three people

34:12

with credit cards and we need them to tell us

34:14

what their credit card charges are at

34:16

schools that I could. I, so

34:19

I do not know they have Zoho

34:21

expense. I think that does

34:23

it, but I have not even opened

34:25

Zoho expense. So I cannot tell you I

34:28

know there's a podcast I listened to.

34:30

There are a consulting company that does Zoho work,

34:32

and I think they're building out some really cool custom

34:34

stuff for inventory and expense to

34:36

make a robot tool. And I think

34:38

they've mentioned expense in the way that is expense management,

34:41

but I don't know. Let's Yeah. Yeah.

34:43

Now I'm curious, I want to look into the expense and see

34:45

exactly how that works. But just

34:48

to, to wrap up going back

34:50

to. The slides.

34:53

It's hot in the room. A lot of people started

34:55

like this out, a little

34:57

interested. Maybe

34:59

they want to take the jump or maybe you're back in the box.

35:02

And you're like, I I don't know guys, this is a lot of different tools.

35:04

I'm overwhelmed. But regardless of where you are

35:06

in the process, the mindset I'm happy to

35:09

talk right now, like I said, we're not even, we're not

35:11

charging anyone for brainstorming. We're not charging anyone for

35:13

building out scopes of projects.

35:15

I'm using it as a learning experience. If the work

35:17

is a big project, maybe some billing

35:19

involved for that. But if I can use it to sharpen

35:21

our saw then I'm happy to explore things

35:23

with anyone who's interested because we really love this platform.

35:26

It's helped us a lot. I don't know what

35:28

we'd be doing if we had to try to spend $44,000

35:31

a month or whatever that was. I don't

35:33

know what tool we'll be using, probably Excel. If I didn't find

35:36

Zohar it's really changed the way we can serve

35:38

our clients. And I think it's really. A

35:40

great tool for small businesses in particular.

35:42

So yeah, there's no more questions I'm going to shut down this

35:44

live stream and trial.

35:51

Yeah. So I know there are trials.

35:53

How long, how was your trial? I know you ended up upgrading,

35:56

but. Yeah, it was a 30 day trial

35:58

and I was trying to get some kind of access

36:00

to analytics and it, I don't know if I just misunderstood.

36:03

I knew at that point I was going to buy it anyway.

36:05

So I was like, went ahead and made

36:07

the purchase because it seemed like I couldn't quite

36:09

get a good understanding of the analytics piece

36:12

without being a scrapped member,

36:14

but that could have been a lack of

36:16

understanding on my part. Sure. details.

36:24

Yeah. And we do have a free trial link. If you want to

36:26

use it going through Russ pairs you with us as

36:28

a advisor. It's on the event bright and

36:30

it's on the Facebook for anyone who's not here. But

36:32

I'll also send that to you, Casey. And yeah,

36:34

the, I think all the tools have some kind

36:36

of free trial and a

36:39

large amount of access for you in particular

36:41

or anyone who reaches out to me, we can create

36:43

full like sandboxes. For

36:46

you to test out. The only problem with that

36:48

is there's no way to migrate to the

36:50

sandbox, to a live environment. So

36:52

if you spent a lot of time building it out, you

36:55

got to do it again. But if you're, if

36:57

you just want to test some things and you're like, oh, let

36:59

me, my 30 day trial wasn't enough. We could explore that too.

37:09

all right. I'm going to shut down the live stream. I don't see any

37:11

more questions coming in.