B2B Service Tutorials

The number one criteria for most small business owners when choosing a website builder is ease of use. Small business owners typically don't have web developers on staff, so the ability to easily create and manage a website without coding is critical. Based on these needs, the three top website builders for small businesses in 2024 are Wix, Squarespace, and WordPress.  Wix remains one of the most popular and user-friendly website builders on the market. Its drag-and-drop editor makes building a professional looking website incredibly simple, even for those with no web experience. Wix offers hundreds of designer-made templates suited for small businesses in every industry imaginable. Business owners can easily customize templates by switching out images, text, and more to match their branding. Wix also now integrates with ecommerce platforms, appointment scheduling tools, and CRM software, providing robust functionality for small business sites. Pricing starts free for basic sites o

How To Use Buildium Property Management Software, Buildium is an industry-leading web-based property management software that helps real estate professionals manage their rental properties. Here is a step-by-step guide on using key features of Buildium to efficiently operate residential or commercial properties. Sign Up For Buildium  Go to Buildium.com to sign up for a subscription. Select the plan type that matches your portfolio size. As a new user, you’ll benefit from onboarding resources like training videos, support articles, and one-on-one guidance to help you optimize Buildium.  Set Up Properties The platform allows you to organize units by the building, property or community they belong to. Create a profile for each property that captures details like ownership info, unit mix, amenities and more. This property-level detail helps inform operational decisions. Input Tenant and Lease Data To collect rent, track maintenance requests and keep tabs on expirations, you need to first i

How To Connect Printify on Shopify Tutorial 2024, Printify remains one of the most popular print-on-demand drop shipping services for Shopify stores in 2024. Integrating Printify allows you to easily offer a wide range of printed products from masks and phone cases to t-shirts and hoodies without holding any inventory. Here is an updated guide for 2024 on how Shopify store owners can utilize Printify integration to expand their product line. Step 1: Create a Printify Account If you don’t already have one, visit Printify.com and click Sign Up to create a free account. Use the same email that you use for your Shopify store for easy linking. Browse the 400+ products that are available to sell. Step 2: Install the Printify App Log into your Shopify admin. Click Apps > Visit Shopify App Store. Search for “Printify” and click add app. Click “Get” to install the Printify integration app. This connects your Shopify store to your Printify dashboard in one click. Step 3: Connect Your Accounts

How To Integrate Authorize.Net With Shopify, Authorize.Net is one of the most widely-used payment gateway services, allowing merchants to accept credit cards and process transactions online. Integrating Authorize.Net with your Shopify store enables seamless and secure credit card payments through your Shopify checkout. Here is a step-by-step guide to connect Authorize.Net to your Shopify ecommerce store.   1. Sign Up for an Authorize.Net Account If you don't already have one, go to Authorize.Net and sign up for a merchant account. You'll need to enter some basic business information to create your account before proceeding.  2. Get Your API Login ID and Transaction Key Under Account Settings in your Authorize.Net dashboard, go to API Credentials & Keys. Here you will find your API Login ID and Transaction Key which are essential for integrating with Shopify. Copy and save these somewhere convenient. 3. Install the Authorize.Net Shopify App Log in to your Shopify admin. Clic

How To Use Airtable For Project Management in 2024, In 2024, Airtable remains one of the most versatile and user-friendly project management platforms available. With its flexible databases and easy automation capabilities, Airtable can adapt to manage all types of projects in the new year. Here is a guide on leveraging Airtable for robust project management. 1. Set Up Project Templates One of the benefits of Airtable for project management is the ability to create reusable templates. Start by building a base template that includes key tables to track project tasks, to-do items, milestones, schedules, and teams. Set up linked views between tables. Then turn this template into the starting point for each new 2024 project by duplicating it. 2. Assign Project Responsibilities For each project, use Airtable to outline which team members are accountable for specific deliverables and milestones. The platform makes it easy to assign, reassign, and share tasks across teams. notification and re

How To Connect Facebook Pixel To Wix Website 2024 In 2024, connecting the Facebook pixel to your Wix website is easy and can provide significant benefits for your business. The Facebook pixel is a piece of code from Facebook that allows you to track visits and conversions on your website. This data then allows you to target ads and optimize your Facebook campaigns. Here is a step-by-step guide on how to connect the Facebook pixel to your Wix website this year: 1. Create a Facebook Pixel First, you will need to create a Facebook pixel. To do this, go to the Events Manager in your Facebook Ads Manager. Click the “Pixels” tab and then click “Create a Pixel.” Name your pixel something that is easy to recognize, like your website name.  2. Get Your Facebook Pixel ID Once your Facebook pixel has been created, view it and copy the pixel ID. This is a unique code that you will need to connect the pixel to your Wix site. The pixel ID often starts with “1” or “2”. 3. Install the Facebook Pixel E

Introduction to Zoho People Zoho People is a powerful HR software that helps organize employee information, streamline HR workflows, and enable organizations to build thriving work cultures. This Zoho People tutorial for beginners will provide an easy walkthrough of Zoho People’s key capabilities so you can start leveraging this people operations platform quickly. VIDEO TUTORIAL:- Getting Started with Zoho People Getting started with Zoho People only takes a few minutes. Simply visit Zoho People’s website and click on “Get Started Free”. Next, fill in basic details about your company and create your administrator account. As an admin, you can set permission levels, configure modules, and customize fields tailored to your organization before inviting team members.  Centralized Employee Database One of Zoho People’s core features is creating a Centralized Employee Database to store and manage all staff details seamlessly. As a beginner, you can add extensive profiles for employees contai

Introduction to Zoho CRM Zoho CRM is a cloud-based customer relationship management platform designed for sales teams to manage leads, accounts, contacts, deals and activities. This beginner's guide will walk you through the core features of Zoho CRM to help you get started with managing customer interactions effectively. VIDEO TUTORIAL:- Getting Set Up on Zoho CRM   Getting started with Zoho CRM is quick and easy. Simply sign up for a free trial account by providing basic business and user details. As the admin, you can customize modules, configure sales pipelines, import contacts, set permissions and integrate other sales tools your team already uses alongside Zoho CRM to boost productivity.   Organizing Leads and Contacts Two of the most important modules on Zoho CRM are Leads and Contacts. Leads represent unqualified prospects still in early stages while contacts represent qualified, sales-ready accounts you do business with already. As a CRM beginner, you can view, segment and

Introduction to Zoho People Zoho People is a cloud-based HR software built to organize and streamline employee management workflows for businesses of all sizes. In this beginner’s guide, we’ll cover the key features in Zoho People in order to grasp the essentials of how this system works and how beginners can use it to simplify HR processes. VIDEO TUTORIAL:- Centralized Employee Database  The foundation of Zoho People is its centralized employee database that stores all staff details and documentation in one secure and accessible location. As a beginner, you can add details like contact information, salary, job history, training credentials, employment contracts and onboarding paperwork for new hires. Customizable fields and data access restrictions improve organization. Streamlined Onboarding & Offboarding  From your first hire to future departing staff, Zoho People alleviates administrative headaches on both ends using templates to easily onboard and offboard employees. HR teams

Introduction to Zoho Checkout Zoho Checkout is an online payment platform that allows businesses to securely accept payments online. It enables users to collect payments, manage subscriptions and invoices at scale. This guide will provide a step-by-step overview of key features in Zoho Checkout to help beginners learn how to start collecting payments quickly. VIDEO TUTORIAL:- Set up Your Zoho Checkout Account First, you’ll need to visit Zoho Checkout’s website and sign up for an account. Provide basic details about your business like name, contact information, currency preferences etc. During initial configuration, you can connect payment gateways like Stripe or PayPal to receive settlements from Zoho Checkout. Custom domain names can also be linked for a branded experience.  Configure Payment Options  As you start using Zoho Checkout, the payments dashboard is where you can enable and manage all supported payment modes customers can use to pay you. Options include accepting payments u

Introduction Zoho WorkDrive is a cloud-based file storage and management platform designed to help teams collaborate, share documents, and manage files securely from anywhere. This beginner’s guide will introduce you to WorkDrive’s key features by walking through the fundamentals of how to use this system as a new user. VIDEO TUTORIAL:- Getting Started with WorkDrive Getting started with Zoho WorkDrive is quick and straightforward. Simply visit the WorkDrive website, click on “Get Started Free”, and fill out the signup form with your basic contact information. You can sign up for free and experience WorkDrive’s core features immediately. As an admin, you can invite team members, configure permissions around file access, and purchase affordable subscription plans with more storage as needed.   Organizing Files in WorkDrive WorkDrive makes it simple to organize any type of files into folders and sub-folders just as you would on your computer. Beginners can create new folders, use search

Introduction Zoho Recruit is a powerful applicant tracking system and recruiting software designed to help streamline and simplify your hiring process. This guide will provide beginners with a step-by-step overview of how to use Zoho Recruit's essential features to manage candidates, post and promote job openings, interview applicants, and hire top talent. VIDEO TUTORIAL:- Getting Started  To get started, you’ll first need to visit Zoho Recruit's website and sign up for an account. As part of the registration process, enter key details about your company and preferred hiring process workflow. After signing up, you can configure settings, customize fields, and set permissions if hiring team members will collaborate. Integrations with tools like email, calendars, and background check partners can also be set up during initial configuration.  Creating Job Openings The next step is creating job posts customized for each open position. When crafting job posts in Zoho Recruit, beginn

Introduction to Zoho Invoice Zoho Invoice is a cloud-based invoicing software that helps small and medium businesses create professional invoices, get paid faster, track expenses, and manage their finances effectively. This beginner's Zoho Invoice Tutorial For Beginners will guide you through the key features and functionalities of Zoho Invoice to help you get started.   VIDEO TUTORIAL:- Signing Up for Zoho Invoice   Signing up for Zoho Invoice is free and only takes a couple of minutes. Simply visit the Zoho Invoice website, click on the “Sign Up Now” button and provide some basic information about your business like name, email address, phone number, etc. Once signed up, you can immediately start creating invoices by upgrading to one of their paid plans which start at just $9 per month. Creating Your First Invoice Once signed in, click on “Create Invoice” to generate your first invoice on Zoho. Customize the invoice with your business logo, colors, add your business details like

Introduction An impressive yet easy-to-manage website establishes credibility and trust for any business while providing helpful information to customers. However, many small businesses lack technical skills for building sites themselves initially. Zoho Sites enables beginners to create professional responsive websites quickly through pre-made templates and intuitive editors. This “Zoho Sites Tutorial For Beginners 2024” guide explores key features empowering users to publish beautiful websites in minutes without coding expertise. Read on to start amplifying your web presence! VIDEO TUTORIAL:- Selecting Initial Site Templates Zoho Sites categorizes templates spanning homepages, landing pages, blogs and online stores by industry verticals and styles addressing common business sectors. Filter to inspire site designs suiting your niche - photography themes offer galleries while consulting templates feature case studies.  Beyond cosmetics, core layouts and embedded features cater to primar

Introduction Providing timely, personalized customer service is essential for sustaining business growth. Zoho Desk offers a streamlined support platform for managing cases efficiently leveraging advanced automation while understanding customers better through integrated data. This “How To Use Zoho Desk” guide explores key capabilities transforming customer service operations with simplicity. From unified ticketing queues to AI-powered workflows, Desk drives productivity and satisfaction.   VIDEO TUTORIAL:- Unified Support Inbox It all starts with the universal support inbox ingesting customer requests seamlessly from multiple channels like email, web forms, call transcripts, WhatsApp, Instagram and more using custom email addresses. Ticket types distinguish use cases with unique automated workflows.   AI-powered topic tagging implements the first level of intelligence by categorizing inquiry themes for proper routing. Customer profiles link tickets to CRM data revolutionizing context

Introduction Effectively managing customer orders, supplier shipments, stock levels, and warehouse movements often requires sophisticated inventory management software - until now. Zoho Inventory simplifies multi-channel inventory operations for retailers, wholesalers and manufacturers through an intuitive cloud-based solution.   This “Zoho Inventory Tutorial For Beginners 2024” guide gives you the knowledge needed to start leveraging Zoho Inventory’s core capabilities. Let’s explore key functions step-by-step to have you up and running quickly. VIDEO TUTORIAL :- Getting Started with Products Build out your product catalog by creating dedicated inventory profiles for each item including essential characteristics like name/description, SKU number, unit of measurement (UOM), pictures, categorization tags, alternate/legacy identifiers and barcodes/model numbers.   Define inventory types as regular goods available for sale, non-inventory for service/digital items or bundles grouping multip

Introduction   Email marketing remains a highly effective channel for engaging customers with targeted promotions. However, many small businesses struggle creating professional campaigns themselves. Zoho Campaigns simplifies email marketing for beginners through beautiful templates, automation workflows and analytics.   This “Zoho Email Campaign Tutorial For Beginners 2024” guide will help you start building audiences, designing responsive templates, sending automated workflows and measuring results. Read on to gain email confidence! VIDEO TUTORIAL:- Creating Your First Campaign Zoho Campaigns organizes by Folders containing email Categories like Welcome Series, Cart Abandonment or Customer Re-engagement campaigns. Click Create Campaign and select template types like newsletters, offers or event invites.   Visually design responsive templates or customize system options through an intuitive drag-and-drop builder without any coding. Insert merge fields to personalize messages leveraging

Introduction For service businesses like salons, gyms, legal firms and more, managing appointment bookings can mean the difference between business boom and bust cycles. Zoho Bookings delivers an integrated solution spanning a branded portal for customer self-service booking, staff and resource scheduling, payment processing and customer management.   This “Zoho Bookings Tutorial 2024” guide explores key capabilities helping service businesses excel through streamlined scheduling optimization. Discover simplified session booking, payroll linking and automated marketing features that fill appointment gaps while delighting customers. VIDEO TUTORIAL:- Getting Started Quickly  Zoho Bookings makes it easy for service businesses to start collecting bookings quickly through their domain-branded customer portal, requiring only setup of key details like your locations, services, staff/resources and availability preferences.   Customized booking forms then facilitate customer self sign-ups where

Introduction Taking notes during meetings, preserving creative bursts or organizing personal to-dos often relies on scattered notepads or basic apps failing to interrelate data points. Zoho Notebook unites multimedia note capturing, knowledge integration and contextual access instantly across devices.   This “How To Use Zoho Notebook 2024” guide explores core features enabling seamlessly unified note taking and knowledge base creation. Learn how Notebook elevates note taking to true productivity enhancement for individuals and teams. VIDEO TUTORIAL:- Creating Multimedia Notes Zoho Notebook’s infinitely scrollable digital canvas mimics physical notepads supporting freehand writing via mouse or touchscreen. Format text with rich styling like headlines, bolding, bullets and text colors for visual organization.  Photos, voice recordings, videos and document attachments augment notes with supplemental reference materials. Drag-and-drop reorganization maintains logical information flow withi

Introduction Juggling personal and professional commitments across multiple calendars leads to double bookings, missed appointments and chaos. Zoho Calendar centralizes scheduling into a unified interface with sharing, integrations and automation transforming time management.   This “How to Use Zoho Calendar 2024” guide demonstrates core features simplifying calendar consolidation for individuals and teams. Let’s explore from creating events to collaboration to third-party integration. VIDEO TUTORIAL:- Creating Events The heart of Zoho Calendar is the events module for inputting appointments, deadlines, meetings and occasions. Enter event names, dates/times, locations, descriptions and related contacts.   Custom fields facilitate data like contract numbers related to client meetings or product IDs attached to development milestones. Calendar view displays events color coded by category like Personal, Work, Holidays visually. List view condenses event details in spreadsheet format. Shar

Introduction Providing quick, personalized customer support is vital for business success. Zoho Assist makes it easy for teams to deliver exceptional remote assistance through advanced screen sharing, collaborative browsing, file transfer and remote device control capabilities. This "Zoho Assist Tutorial for Beginners 2024" guide will help you get started leveraging Zoho Assist to enhance customer experience through visualized engagement. Let's explore key features! VIDEO TUTORIAL  Getting Started   The Zoho Assist web console enables technicians to manage remote sessions via context-driven menus, multi-session monitoring, session recordings access and preferences configuration.  Bulk import agents and contacts via CSV for easy administration. Assist Integrates natively with Zia AI chat for intelligent session routing and CRM data overlay. Initiating Screen Sharing Sessions When customers request help, agents can instantly start interactive screen sharing sessions to demo

Introduction   Zoho One offers an all-in-one business platform combining over 45 integrated apps spanning CRM, finance, HR, collaboration and more on a unified technology stack. However, with robust functionality supporting complex workflows, getting started with Zoho One as a beginner can seem daunting.   This “Zoho One Tutorial For Beginners 2024” guide breaks down how to leverage Zoho One through key phases: signing up for an account, onboarding employees, centralizing business data, building workflows across departments, administering security and access controls, and tapping into experiential learning resources. Let’s dive in! VIDEO TUTORIAL Creating Your Zoho One Account After registering for a free trial Zoho One account, the Administrator console enables defining your organizational hierarchy including departments, employee reporting lines and locations. Next import users via CSV file or manual entry for identity management. The Organization tab permits custom data field defini

Introduction As a small business owner, keeping your finances organized is critical but often complex juggling invoices, expenses, bank transactions and more. Zoho Books helps simplify accounting and financial management through easy to use cloud-based software tailored for beginners.   This "How To Use Zoho Books For Beginners" guide will get you started leveraging Zoho Books by setting up your organization, managing income and expenses, facilitating billing and invoicing, reconciling bank transactions, and effectively reporting on financial status. With Zoho Books, you can gain control over money management even with no accounting expertise. VIDEO TUTORIAL:- Creating Your Organization Profile After signing up for Zoho Books, the first step is building your business profile including crucial details like name, address, currency and tax ID that automatically populates future invoices and financial documents. Define your fiscal year either calendar year or custom while adding

Introduction Customer relationship management (CRM) software has become indispensable for managing sales pipelines, tracking leads, and providing high-quality customer service. Zoho recently launched Bigin, its next generation CRM offering an innovative new take on CRM.  This "Bigin CRM Tutorial 2024, How to Use Bigin by Zoho" guide will walk you step-by-step on getting started with Bigin, taking advantage of its powerful yet intuitive features to organize your contacts, landed accounts, leads and deals. By the end, you’ll be fully equipped to drive sales growth and account management using Bigin. Let’s get started! VIDEO TUTORIAL:- Onboarding to Bigin After signing up for a free trial Zoho account, you can access Bigin under the CRM module. The first step is importing contacts – click on the Import button in the Contacts section to bring in data from spreadsheets or other sources using the intuitive data mapper.  Next, customize Field Labels under Setup to match your busines