BluRoot
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As a top Zoho partner, BluRoot is a leading software solutions company focused on Zoho Consulting and their mortgage crm software, BluMortgage.
08/24/2023
The canvas feature in Zoho CRM just got a major upgrade, and the possibilities are endless. 🌟🎨
Watch our new video tutorial to learn how you can revolutionize your CRM and propel your business towards excellence.
Tune in here: https://youtu.be/68YgqIUHu4A
If you want to get more warm leads, you need to get referrals.
And in order to get referrals, focus on getting in front of the right referral partner with the right content.
Do Lunch & Learns, webinars, seminars etc.. but do it for free and make sure who you are presenting to loves the content. If you do this the rest will follow.
06/29/2023
Discover the power of ChatGPT and Zoho CRM integration! 🚀
In this video, we unveil how you can use ChatGPT within your CRM to revolutionize your communication process. Say goodbye to lengthy emails and hello to efficiency.
Don't wait, watch now! 👇
https://zurl.co/ZcMb
06/19/2023
📢 Calling all Financial Advisors! 📢
Looking to streamline your business operations? Check out this informative video on how to leverage Zoho CRM for Financial Advisors.
In this video, we cover everything from setting up Zoho CRM for Financial Advisors to managing leads, existing clients, and running reports. 📊
📺 Watch now: https://zurl.co/a0ES
Don't miss out on valuable tips and app integrations to enhance your workflow! 🚀
I know I talk a lot about automation... but when you're working on building out your systems, DON'T FORGET that you need to focus on knowing your customer and knowing what they have purchased from you, before you begin automating tasks. Start with a wholisitic view of the customer, and then work out from there.
06/13/2023
Discover the new WES (Workflow Enhancement Suite) UI and learn how to streamline your workflow with our tool.
Watch our video tutorial to learn how to automate field updates on related records effortlessly.
Don't miss out on this game-changing feature!
Click the link below and take your CRM experience to the next level! 👇👇
https://zurl.co/mSac
06/08/2023
Our YouTube channel has reached an incredible milestone: 2000 subscribers! We want to extend our deepest appreciation for your support, comments, and feedback that continue to fuel our passion for creating valuable content.
If you haven't already, make sure to subscribe to our channel and join the BluRoot family for valuable insights, industry updates, and much more! Let's continue this journey together towards even greater success!
Subscribe now: https://zurl.co/DBJq
Automate as much as possible...
You will never lose a client from over automation!
06/07/2023
Unleash the Power of ChatGPT in Zoho Writer! Discover the amazing synergy between these tools to effortlessly generate engaging content.
Watch this video to learn how to tap into the potential of ChatGPT and elevate your writing game! 👇
https://youtu.be/3lqiNX8jnoM
Digital first is much easier than you think!
If you want your clients to trust you and come back to you, focus on educating them with valuable content. If you teach them something, they are drastically more likely to continue working with you!
05/29/2023
Have you been struggling with the new Zoho CRM Reports? Don't worry, we've got you covered!
Check out our latest video where we walk you through step-by-step on how to find the new reports, build parent-child relationships, and aggregate and group data.
Don't miss out on this informative tutorial! Click the link below to watch the full video and start optimizing your Zoho CRM today! 👇
https://youtu.be/-kdKtQ8LFio
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