Gone are the days of Mad Men when a secretary would attend your meeting to take notes.

Permission to pour yourself a scotch and have her type away on her typewriter, but honestly, their time could be used more wisely now.

Drumroll, please…

Get ready to revolutionize the way you take notes because Fathom.ai is here to transform your note-taking game! Whether you're a student, a professional, or someone who loves staying organized, Fathom.ai's cutting-edge technology will blow you away. Let's dive into what makes Fathom.ai's notetaking capabilities so special and how they can make your (and your secretary’s) life easier. 

Enhancing collaboration through notetaking with Fathom.ai
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Meet Fathom.ai

Fathom.ai isn’t just another tech company; it’s a powerhouse in the world of artificial intelligence. They’re on a mission to make advanced technology accessible and incredibly useful for everyone. Their notetaking features are designed to be smart, intuitive, and, most importantly, incredibly efficient.

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Why Fathom.ai's Notetaking Rocks

Here’s why we’re head over heels for Fathom.ai’s notetaking capabilities and why you will be too:

Fathom.ai’s Smart Summarization

Gone are the days of sifting through pages of notes to find the key points. Fathom.ai’s intelligent summarization feature extracts the most important information from your notes, giving you concise, easy-to-digest summaries. It’s like having a personal assistant who highlights the crucial bits for you.

Voice-to-Text Perfection

Taking notes during a meeting or lecture? Fathom.ai’s voice-to-text capabilities are second to none. Just speak, and Fathom.ai transcribes your words with incredible accuracy. No more missing important details because you couldn’t write fast enough.

Fathom.ai’s Organized and Searchable Interface

Say goodbye to messy notebooks and scattered documents. Fathom.ai organizes your notes beautifully, making them easy to navigate and search. Need to find that important point from last week’s meeting? Just type a keyword, and Fathom.ai will pull up exactly what you need in seconds.

Real-Time Collaboration

Collaborating with a team? Fathom.ai’s notetaking features include real-time collaboration, allowing multiple users to simultaneously contribute to the same document. Whether you're brainstorming ideas or finalizing project details, everyone stays on the same page—literally.

AI-Driven Insights

Fathom.ai goes beyond just capturing notes; it provides valuable insights and suggestions based on your content. Imagine getting prompts for follow-up actions or additional resources related to your notes. It’s like having a super-smart study buddy or project manager built right in.

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Real-World Applications of Fathom.ai

Wondering how Fathom.ai’s notetaking capabilities can fit into your world? Here are a few scenarios where Fathom.ai can take the lead:

Academic Excellence

For students, Fathom.ai is a game-changer. It helps you keep track of lectures, summarize complex topics, and organize study materials effortlessly. With Fathom.ai, you can focus more on learning and less on notetaking.

Business Sidekick

Professionals can use Fathom.ai to capture meeting notes, track project details, and collaborate with colleagues. Its smart summarization and organizational features ensure you never miss an important point, keeping you ahead of the game.

Creative Projects

For creatives, Fathom.ai offers a seamless way to jot down ideas, brainstorm with teams, and keep all your thoughts organized. It’s the perfect tool to help you stay inspired and productive.

User Testimonials

Don’t just take our word for it—here’s what some users are saying about Fathom.ai’s notetaking capabilities. 

Sarah, a university student, says, “Fathom.ai has completely transformed my study routine. The voice-to-text feature is a lifesaver during lectures, and the smart summarization helps me review my notes quickly before exams.” 

Meanwhile, John, a project manager, notes, “Our team meetings have never been more productive. The real-time collaboration feature means everyone’s input is captured accurately and instantly, saving us so much time and hassle.” 

It’s clear that Fathom.ai is making a real difference in people’s lives. Read dozens of testimonials here.

Fathom.ai Security and Privacy

We know how important it is to keep your notes safe and secure. Fathom.ai is built with robust security measures to ensure your data is protected at all times. With end-to-end encryption and strict privacy policies, you can trust that your information remains confidential. Plus, Fathom.ai offers customizable access controls, so you can decide who sees what. Whether you’re storing sensitive business documents or personal study notes, Fathom.ai gives you peace of mind.

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Fathom.ai and Zoho: A Powerful Duo

Imagine combining Fathom.ai's robust notetaking capabilities with Zoho's comprehensive suite of tools—together, they create an unstoppable productivity powerhouse. 

By integrating Fathom.ai's advanced AI-driven notetaking and summarization features with Zoho's extensive range of business applications, you can streamline your workflows like never before. Capture and organize your meeting notes with Fathom.ai, then seamlessly sync them with Zoho Projects for efficient task management. Use Zoho CRM to directly attach detailed client notes and insights to customer profiles. This synergy boosts your productivity and ensures all your crucial information is interconnected and easily accessible, making your business operations smoother and more effective.

Our team can help you wield the power of Fathom.ai with the intuitive benefits of Zoho! New to Zoho? Check out our blog to go for a deep dive!

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The Future is Fathom.ai

We’re just scratching the surface of what Fathom.ai’s notetaking capabilities can do. As they continue to innovate and expand, the possibilities are endless. Imagine a world where notetaking is not just a task but a powerful tool that enhances your productivity and creativity. That’s the future we’re heading towards with Fathom.ai.

So, whether you’re a student looking to ace your exams, a professional aiming to boost your productivity, or a creative mind seeking better organization, Fathom.ai’s notetaking features have got you covered. Stay tuned because the best is yet to come.

Here’s to smarter, more efficient notetaking with Fathom.ai! 

Enhancing productivity through efficient notetaking using Fathom.ai
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Getting Started with Fathom.ai

Ready to experience the future of notetaking? 

Getting started with Fathom.ai is a breeze. Simply sign up, and you’ll be up and running in no time. A User-friendly interface and comprehensive tutorials make it easy to dive right in and start capturing notes like a pro. Plus, with ongoing updates and support, you’ll always have access to the latest features and improvements. Join the Fathom.ai community today and see how smart notetaking can transform your productivity and organization.

Are you looking for custom solutions for your business? Our team of experts will help you find the right platforms for your business needs. Book a complimentary call.

Your daily Human Resources operations don’t have to be solely reliant on your HR Director Susan (though, we know Susan is the best).

The advantages of Human Resources software are countless, but here are just a few of the perks:

Added Bonus: Susan doesn’t have to do it all.

There are many HR software solutions to choose from, but we’re introducing you to our team’s favorite all-in-one HR management tool that saves the day every day! 

Hey, it’s not just us. More than 30,000 businesses trust Zoho People with the central hub of their businesses. Take a peek at the massive library of case studies here.

Whether you're a small startup or a large enterprise, implementing Zoho People can revolutionize the way you handle your HR tasks. In this guide, we'll walk you through everything you need to know to for seamless implementation into your organization.

HR Software concept with Zoho People
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Why Zoho People?

Before diving into the implementation process, let's take a quick look at why Zoho People is the go-to choice for modern businesses. Offering a comprehensive suite of HR tools, intuitive interface, customization options, and scalability, Zoho People stands out as the go-to solution for businesses of all sizes looking to streamline their HR processes effortlessly. 

Zoho’s HR allstar helps businesses free up valuable time and resources to focus on what truly matters – your people and your business's growth.

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The All-in-One Solution

Zoho People offers a comprehensive suite of HR tools, including employee database management, attendance tracking, leave management, performance appraisal, and much more – all in one centralized platform.

User-Friendly Interface

Say goodbye to complex systems that require extensive training. A software that boasts an intuitive interface that's easy to navigate, ensuring a smooth user experience for both administrators and employees.

Customization Options

Every organization has unique HR needs. With Zoho People, you can customize workflows, forms, and reports to align with your specific requirements, ensuring maximum flexibility and efficiency.

The Scalability

Whether you're a small team or a growing enterprise, Zoho People scales effortlessly to accommodate your changing needs, making it the perfect long-term solution for your HR management.

See for yourself how it stacks up against its competitors. 

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A Step-by-Step Guide to Implementing Zoho People

This handy check-list is your roadmap to success to implementing Zoho People in your business.

Step 1: Define Your Objectives

Before you start implemention, it's crucial to have a clear understanding of your objectives. What are the pain points you're trying to address? What specific HR processes do you want to streamline or improve? Take some time to identify your goals and priorities – this will guide you throughout the implementation journey.

Step 2: Gather Your Data

Next, gather all relevant employee data that you'll need to input. This includes basic information such as names, contact details, employment history, and any other relevant details specific to your organization. Ensure that the data is accurate and up-to-date to avoid discrepancies later on.

Team training session with Zoho People
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Step 3: Customize Your Setup

One of the key advantages of Zoho People is its flexibility and customization options. Take advantage of this by customizing your setup to suit your organization's needs. Create custom forms, workflows, and templates that align with your existing HR processes. This will ensure a seamless transition and minimal disruption to your operations.

Step 4: Train Your Team

While Zoho People is user-friendly, it's still important to provide training to your team to ensure they're comfortable using the platform. Provide comprehensive training sessions covering the various features and functionalities of Zoho People, and encourage employees to ask questions and seek clarification as needed.

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Step 5: Roll Out Gradually

Rather than implementing Zoho People across your entire organization at once, consider rolling it out gradually. Start with a pilot group or department to iron out any kinks and gather feedback before expanding to the rest of the organization. This approach will help minimize disruptions and ensure a smoother transition for everyone involved.

Step 6: Monitor and Evaluate

Once Zoho People is up and running, it's important to continuously monitor and evaluate its performance. Keep track of key metrics such as employee engagement, time and attendance, and HR process efficiency. Use this data to identify areas for improvement and optimization, and make adjustments as necessary to ensure you're getting the most out of the platform.

Zoho People integration with other HR tools
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Switch to Zoho People Today

Implementing Zoho People into your organization doesn't have to be a daunting task. By following these simple steps and leveraging the platform's powerful features, you can streamline your HR processes, improve efficiency, and empower your team to focus on what they do best. 

So why wait? Take the first step towards transforming your HR management with Zoho People today! 

We understand that even with a step-by-step guide that sometimes it’s just nice to talk to a human. Our team of experts are available to answer your questions and offer customized recommendations for your business. 

Book a complimentary consultation with Woggle. 

Marketing trends are constantly evolving. 

Change is the one “trend” you can count on in digital marketing. As technology continues to evolve at lightning speed, so do the preferences and behaviors of consumers. 

Enter Gen Z, the digital natives born between the mid-1990s and early 2010s, who are reshaping the landscape of digital marketing and tech in general. In this blog post, we'll explore why SaaS companies need to start marketing to Gen Z and how they can do it most effectively. We reached out for a little help from our friends over at Lucent Creative Co., a woman-owned marketing agency.

Who Exactly Is Gen Z, And Why Should Saas Companies Care? 

Well, let's start with the basics. 

Gen Z is the first generation to grow up entirely in the digital age. 

They've never known a world without smartphones, social media, or on-demand streaming services. 

Fun Fact: Remember the whole thing where you mailed DVDs back and forth to Netflix? Yeah, you just blew the mind of a Gen Z.

One of the key reasons SaaS companies should start marketing to Gen Z is their sheer purchasing power. Gen Z represents a lucrative market opportunity that cannot be ignored. But it's not just about their wallets; it's also about their influence.

Cue the term influencer.

Gen Z wields significant influence over household spending decisions, often playing a pivotal role in shaping the purchasing behaviors of their parents and peers. They are trendsetters, early adopters, and champions of brands that align with their values and resonate with their digital-centric lifestyles. For SaaS companies looking to gain a competitive edge, winning over Gen Z could be the key to long-term success.

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How Can Saas Companies Tailor Their Marketing Strategies To Effectively Engage This Audience? 

Let's delve into some key insights with Kendall Walker, CEO of Lucent Creative Co. 

We asked Kendall for her insight on what makes Gen Z tick, and she shared the five attributes SaaS companies should present to make a splash in the Gen Z marketing pool.

  1. Authentic
  2. Mobile-First Mindset
  3. Visual Storyteller
  4. Social Conscious 
  5. Engagement

Authenticity is Non-Negotiable

Gen Z craves authenticity above all else. 

“The Gen Z demographic has little patience for brands that try to be something they're not. Honesty and authenticity are the keys to engaging Gen Z.”, Kendall shares. 

SaaS companies must prioritize transparency, honesty, and genuine connection in their marketing efforts. Whether it's through user-generated content, influencer partnerships, or behind-the-scenes glimpses into company culture, authenticity should permeate every aspect of the brand's messaging. 

Pro Tip: Give your email campaign a makeover for further reach. Learn more.

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Mobile-First Mindset

For Gen Z, the smartphone is their lifeline to the world—communicating, researching, shopping, and even social activism. They spend an average of over four hours per day on their mobile devices, consuming content, communicating with friends, and making purchasing decisions on the go. 

“SaaS companies need to optimize their websites, apps, and marketing materials for mobile-friendly use. Failing to do that is a huge waste of time and money for SaaS companies—any business, really.”, says Lucent Creative’s CEO.

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Embrace Visual Storytelling: 

“I see a lot of resistance to keeping up with trends in marketing. The truth is, that resistance is costing businesses sales potential. You don’t have to fully align with a trend, but effort is a major way forward with Gen Z.”, Kendall shares.

Gen Z is a visual generation, raised on a steady diet of Instagram stories, TikTok videos, and Snapchat snaps. 

They prefer bite-sized, visually appealing content that grabs their attention and communicates a message quickly and succinctly. SaaS companies can leverage visual storytelling techniques such as videos, infographics, and interactive multimedia to convey their value proposition compellingly and memorably. By prioritizing visual content that is both informative and entertaining, brands can effectively cut through the digital clutter and capture Gen Z's interest.

Social Consciousness Matters: 

“A company aligned with a social cause is a step ahead of the competition when it comes to Gen Z. There has to be authenticity in supporting the cause. So, don’t just tie your company to a cause for the sake of clicks (remember, Gen Z can pick up on that!). Something I love most about Gen Z is their desire to make the world handed down to them a better place.”

Kendall Walker, CEO of Lucent Creative 

Gen Z is acutely aware of social and environmental issues and expects the brands they support to share their values. SaaS companies should take a stand on issues that matter to Gen Z, whether it's sustainability, diversity and inclusion, or ethical business practices. 

By aligning their brand with causes that resonate with Gen Z, SaaS companies can foster deeper connections and inspire loyalty among this socially conscious demographic.

Engage, Don't Sell: 

Traditional sales tactics fall flat with Gen Z. They don't want to be sold to; they want to be engaged and empowered. SaaS companies should focus on building meaningful relationships with Gen Z through personalized, interactive experiences. 

Whether it's hosting live Q&A sessions, facilitating user-generated content campaigns, or gamifying the customer journey, the key is to involve Gen Z in the conversation and make them feel like valued participants rather than passive consumers.

“One of my favorite aspects of marketing is helping my clients to find fun, authentic ways to engage with their audiences. It doesn’t have to be trending or even a “cookie-cutter” strategy to work. Remember, your voice as a company matters—tapping into it is just as important as your product/service.”, says Kendall.

Embrace the digital revolution with Gen Z marketing
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Before You Go

Now is the time for SaaS companies to start marketing to Gen Z. With their unprecedented purchasing power, influence, and digital savvy, Gen Z represents a formidable force in the marketplace. By understanding their unique preferences, behaviors, and values, SaaS companies can tailor their marketing strategies to engage this dynamic demographic effectively and secure a competitive advantage in the ever-evolving digital landscape.

So, if you’re a  SaaS company looking to future-proof your business and unlock new growth opportunities, it's time to shift your focus to Gen Z. Embrace authenticity, prioritize mobile experiences, leverage visual storytelling, champion social causes, and above all, engage with Gen Z on their terms. 

The future of your brand depends on it. 

You know we don’t leave things on such an ominous tone! Reach out to Kendall at Lucent Creative to get a hand with your marketing efforts!

Our friends at Lucent Creative, a woman-owned digital marketing agency, have a few tips for navigating marketing in 2024.

New year, new approach–it’s time to sharpen our content planning game. The days of throwing spaghetti at the wall and hoping it sticks are long gone. In this era of information overload, strategic content planning is the secret sauce for cutting through the noise and capturing your audience's attention. 

So, grab your coffee, and let's embark on a journey into the future of content planning.

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Understanding Your Audience: It's Personal

In 2024, it's all about understanding your audience on a personal level. Consumers are craving content that speaks directly to their needs, preferences, and pain points. Start by diving deep into your audience personas – who are they, what keeps them up at night, and how does your content make their lives better?

Leverage data analytics and social listening tools to gain insights into your audience's behavior. What are they clicking on? What are they sharing? Understanding your audience's digital footprint is key to creating content that resonates. Personalization is the name of the game, and the more you know about your audience, the better you can tailor your content to meet their expectations.

Bonus! Master your social media campaign with this blog post.

The Rise of Interactive Content: Engage 

Static content is no longer enough; your audience wants to be a part of the experience. From quizzes and polls to interactive infographics and 360-degree videos, the possibilities are endless. Interactive content keeps your audience engaged and invested in your brand.

Make interactive elements a priority in your 2024 content calendar. Host live Q&A sessions, create polls on social media to gather opinions, etc. The more you can involve your audience in the content creation process, the more connected they'll feel to your brand.

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Content Planning: Quality Over Quantity

In the age of information overload, quality trumps quantity. In 2024, it's not about bombarding your audience with a constant stream of content. It’s about creating meaningful, high-quality pieces that add value. Invest time in researching and producing well-crafted content that solves problems, educates, or entertains. Whether it's a blog post, video, or podcast episode, make it worth your audience's time. Consumers are looking for substance and authenticity.

Video Content is Essential in 2024

If video content wasn't at the top of your content planning list before, it should be now. Video content is no longer optional; it's essential for capturing and retaining audience attention. Whether it's short-form content for social media or long-form storytelling on YouTube, video is the medium of choice for many consumers.

Incorporate a variety of video formats into your content strategy. Think about how-to videos, behind-the-scenes glimpses, customer testimonials, and even interactive live streams. Video not only allows you to convey information more dynamically but also helps humanize your brand and establish a deeper connection with your audience.

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Bonus! Read about optimizing your blog with video in 2024 here.

SEO Still Matters

Search Engine Optimization (SEO) is still a crucial element of content planning in 2024. The way people search may evolve, but the importance of being discoverable on search engines remains. Keep a keen eye on emerging SEO trends, such as the rise of voice search and the continued emphasis on user experience.

Craft content with relevant keywords, but prioritize natural language and readability. Google's algorithms are getting smarter, and they're favoring content that provides a good user experience. Focus on creating content that answers questions, solves problems, and keeps users engaged – this will naturally boost your SEO rankings.

Leveraging AI for Content Insights

Artificial Intelligence (AI) isn't just for sci-fi movies; it's a game-changer in the world of content planning. AI can analyze data, predict trends, and even suggest optimizations for your content strategy.

Explore AI-powered tools for content creation, such as automated writing assistance or image recognition for visual content. AI can help you understand what content is resonating with your audience, predict future trends, and optimize your content strategy for maximum impact. It's like having a digital ally that guides you through the ever-evolving landscape of content creation.

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Before You Go

From understanding your audience on a personal level to embracing interactive and high-quality content, the rules of the game are evolving. Video is king, SEO is still relevant, and the power of AI and UGC is undeniable. So, roll up your sleeves, stay agile, and embark on your content odyssey armed with the trends that will shape the narrative in 2024. 

Need a hand with content in 2024? Get in touch with Lucent Creative’s team of marketing professionals.

Blog posts aren’t obsolete. If so, then we’d be wasting our time writing this and you would be wasting your time reading it, right? Writing blog posts are a great way to increase website traffic, generate leads, and showcase your expertise. Readers also get a closer look at your brand and learn to trust your validity as a service provider or eCommerce store. Of course, not all blog posts are well-written and won’t perform well in a search engine. We teamed up with our partners over at Lucent Creative, a woman-owned digital marketing agency, to bring you the best tips on writing blog posts that convert. 

We asked Lucent Creative’s copywriter and content writer Nikki for more insight on the five mistakes to avoid when writing blog posts.

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Don’t Write for the Masses

Just because your blog post covers a wide subject doesn’t mean it will pique the interests of a wider audience. Know your ideal reader, or target audience, and create content exclusively for them. 

Nikki shared, “It’s tempting to take a trending topic and write broadly about it. If anything, you imagine it would rank well in search engines since it’s a popular subject. The truth is, that you always want to optimize your writing for your ideal customer. There are a lot of books out there, but authors choose a genre, then a sub-genre, and then continue to specify down to the demographic they’re writing for. The same is true for writing blog posts.

Know your audience and know them incredibly well. It affects the language you use when writing, how you speak to their needs, and of course, how successfully your blog performs once it’s out in the world.”

Here are some quick tips on staying focused when writing blog posts for your specific audience:

Don’t Neglect Alt Text

Utilize Alt text on photos and other visuals in your post. It’s not only helpful for SEO optimization but is also considerate of your readers who may be visually impaired. 

“The trick with alt text is to keep it concise. Bring out the most vital aspects of the photo with as few words as possible. Thankfully, many stock photo sites have already provided alt text for you.”, Nikki says.

The example below shows that Pexels, a stock photo and video site, provides alt text in the URL. Nikki adds, “Make sure you look at the URL or texts provided by these sites so you can optimize them for your blog. Some photos may have alt text that is too general.”

Effective SEO Optimization Strategies
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Don’t Forget to Format

“Formatting is one of the biggest mistakes people make in their blog posts. Attention spans are short and you want your audience to get the most from your writing at a glance.”

Nikki gave us formatting tips to make the most of our blog reach:

The ideal blog post will be easy to read. Formatting is one of the most important aspects of a blog that performs well.

Don’t Miss Out on Multiple CTAs

A call to action is crucial in creating a blog that generates leads. A confused audience won’t take the intended next steps unless you show them how. 

Here are a few examples of commonly used CTAs:

“Make sure your CTA matches your blog topic. When writing blog posts, it’s also important to link your CTA to the appropriate page. If your blog is educating the audience on your newest app feature and your CTA is “Download Now”, but the CTA button is linked to the “About Us” page then that complicates the reader’s journey. Your audience will bail if the CTA isn’t seamless.”, Nikki instructs.

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Don’t Forget to Backlink

This one is huge. Include backlinks in your posts to relative information you have created in the past. Woggle does this often to optimize our posts.

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Internal backlinks have multiple perks, including:

Take a moment to think through your current blog content. Are the posts optimized with internal backlinks? It’s an easy fix and we recommend taking time to implement links in your content.

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Before You Go

If your team needs a hand optimizing current content or writing blog posts that convert, get in touch with Lucent Creative’s team.

Nikki wraps up our interview with one last gem:

“Helping business owners connect with their audiences is one of my favorite aspects of my job. They have worked hard to build something their passionate about and they deserve to foster the leads they deserve. I get it–writing blog posts is one of those business tasks people don’t necessarily look forward to or enjoy. Thankfully, I love what I do and Kendall’s team is always happy to help.”

Emails still rank at the top of the charts in marketing and are crazy-successful  if you execute them correctly. 

Even with new social media platforms bursting onto the scene at what seems to be daily, a good old-fashioned email campaign still performs the best. Here are a few stats from HubSpot showing just how big of a punch emails throw at the competing platforms.

These stats are proof that you have a willingly captive audience that your organization only needs to tap into.

So, how do you create an email marketing campaign that engages your audience, generates new leads, and increases revenue? Don’t worry. We reached out to our partners at Lucent Creative, a female-owned digital marketing agency, and they agreed to give you the exact formula for a wildly successful email marketing campaign!

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Set Your Goal

“Casting a wide net with your email campaign isn’t the key to success. You want to be specific by setting an overall goal for each campaign.”,  Lucent Creative’s Founder and CEO, Kendall Walker shares. 

Here are a few examples of goals you can associate with your email campaigns:

Lucent Creative’s copywriter, Nikki Newbauer, spoke to the value of setting specific goals. “Knowing your overarching goal for the email campaign will create synchronicity for your creative team. Everyone from your copywriter to graphic designer will be on the same page which creates a clear and concise path for your readers to follow.”

Below are the general categories most email campaigns fall under.

The more specific you are with the intention of your email campaign, the more success you will have in reaching your intended audience and reaching your goal. 

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Create Enticing Subject Lines

“Readers will either opt-in by opening your email or deleting based on the subject line. Of course, you always hope your content will be enticing enough that email subscribers will open every email from your brand, but that isn’t the case.”, Nikki added.

Pro Tip: Spruce up your email subject lines with emojis and by using the subscriber’s first name.

Here are great subject lines to stir some engagement with your emails.

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Write for Humans

Of course, you want your writing to reflect the underlying goal of the email, but nothing gets people to unsubscribe from your email list faster than impersonal content. Write for humans, not sales (or whatever your email campaign endgame is). “If you choose to use AI platforms like ChatGPT to generate your email copy, please edit with a heavy hand. AI platforms may be able to churn out copy on a whim, but the writing is typically riddled with impersonal verbiage that isn’t relatable to readers.”, Nikki stresses.

Deep-Dive: To see more of our take on ChatGPT in marketing, read this post.

Nikki gave us a few tips to follow to make your email campaign a success. 

Watch Your Analytics

Test your emails to see what your subscribers are engaging with. Knowing how your emails are performing is vital to your email campaign’s longevity. Use an email campaign platform that allows deep-dive analytics through A/B testing. Testing your emails is an entire science in and of itself so research how to set your platform to do the hardest work for your team.

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Before You Go

Remember, your email campaign won’t be perfect. Use analytics to learn and adjust accordingly. Emails are a great way to build rapport with leads and build brand awareness. Follow these tips and let us know how your future email campaign goes!

Please do us a favor. Reach out and let us know if you’re finding these marketing posts useful in your business. Have a suggestion? Let us know!

So, you jumped on the Zoho wagon to save yourself and your team time, money, and some sanity.

Learning the nuances of Zoho can be a journey of its own, but the more you learn how to navigate the platform, the more you’ll be forever convinced of its stellar magic. 

Streamlining your systems hasn’t just boosted your revenue, but helped you track leads, and nail your marketing efforts–you’re finding you have more time to monetize your expertise! Becoming a Zoho consultant not only keeps you in the rhythm of the platform but helps you pave a unique career path with a skill set that companies need.

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The Perks of Being a Certified Zoho Consultant

Automation is here to stay.

Companies are relying more on CRM platforms than ever before and it’s no wonder. They’re incredibly effective in saving businesses valuable resources (i.e. time, overall operations budget, training expenses, and the list truly goes on for ages).

With the reliance on technology comes the necessity to be trained on how to use it!

Enter Zoho Consultant with superhero abilities and a kind smile.

In all seriousness, though, Zoho Consultants are in demand, making it a lucrative career. If you’re really into the benefits of using Zoho, have a knack for tech, and enjoy helping people succeed, you’re going to enjoy the consultancy life.

How does someone become a Zoho Consultant?

Like the last season of Game of Thrones, we can’t leave you confused and disappointed (we’re still haunted by it).

Here’s how to become a Zoho Consultant in a few simple steps!

Join Zoho Expert Bootcamp by The Workflow Academy

Our friends over at The Workflow Academy have put together a brilliant online course for those interested in chartering the waters as Zoho consultants. They’ve been in the game for a long time and have put together incredible all-inclusive training to get you to an expert level in just two months!

They pitch the course perfectly:

“Our 2-month Zoho Expert Bootcamp is the world’s foremost Zoho career training – widely recognized as being the best way to “jump-start” someone’s Zoho expertise and make them rapidly useful as a Zoho Admin / Architect/ Developer.”

Woggle offers Zoho Consultant Training
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Know Your End Goal as a Zoho Consultant

The best bit of TWA’s (we’re on an acronym basis), is their training is fully customizable to your unique needs and career goals. This means you’re not paying for information you don’t need. It isn’t a cookie-cutter approach to Zoho training.

As you already know, Zoho has so many integrations and we’ve rarely seen a business that uses the platform in the same exact way. The Workflow Academy will help you decide which courses align with your end goal.

Work your way through these prompts to begin setting your goals:

These answers may change once you begin the course, but it’s good to have an idea of where you want to land once you get certified.

Here are the paths TWA has on offer:

Zoho Consultant
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Take a peek at their full menu of curriculum options here.

Are you ready to jump in and get started on your path to becoming a Zoho Consultant? Get in touch with the TWA team here.

You can branch out on your own as a consultant or choose to join an agency. Freelancing as a Zoho Consultant is always an option, too. 

Setting goals for how and when you want to work as a consultant will help you narrow down your search.

We recommend building your portfolio and gathering testimonials from satisfied clients before branching out on your own. Having a robust folder of case studies will allow you to garner more leads and get the ball rolling if you decide to open an agency of your own one day.

We’re always fans of networking! Stay in touch with The Workflow Academy after your certification and reach out to us anytime. We are happy to answer questions, make introductions to others in the business, and cheer you on. 

Zoho Consultant roles haven’t become overly saturated in the wider market…yet. It’s prime time to jump into this lucrative career option!

Zoho Consultant
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Key Takeaways

Training to be a certified Zoho Consultant is a great career path (we may be biased) and is rewarding. 

If you’re just getting started with Zoho, be sure to read our other blog post about The Workflow Academy. 

Maybe you’re new here (welcome!) and wonder if Zoho is right for your business. Go start a free trial and take it for a spin. You won’t be disappointed!

Here are a few bonus nuggets to add to your reading list:

If you don’t have the time to spare or have zero interest in being a Zoho Consultant, get in touch with our team. We’ll help you with integration and support!