Delta Data Services LLC

Zoho CRM Video Tip: Renaming Modules – Delta Data Services LLC

Zoho CRM Video Tip: Renaming Modules

Delta Data Services

12.11.18 06:28 PM Comment(s)

Zoho CRM Video Tip: Renaming Modules

In the video below we present a Zoho CRM YouTube video tip about Renaming Modules. You can ‘rename‘ modules in Zoho CRM so that they better match the way you communicate at your organization. This video shows how to rename modules. Check it down below and don’t forget to subscribe!

If you have any questions on Renaming Modules or  you need Zoho CRM help, contact us for your Zoho Consulting. We offer a free 1-hour consultation where we can start doing actual work too! We’re experts and ready to help! 

Schedule a Free 1-hour session for help with Zoho CRM Modules

Impactful Website Created by DDS – Delta Data Services LLC

Impactful Website Created by DDS

Delta Data Services LLC

05.12.21 11:42 PM Comment(s)

Impactful Website Created by DDS

JRD Enterprises Inc provides IT consulting and support, infrastructure cabling, Data Center Designs & Build Outs, Data Center Clean-Ups and 24/7 technical support serving the commercial office real estate community in the Western United States. JRD Enterprises Inc is one of our clients who took DDS services for web designing with Zoho Sites in August 2020 and they not only loved our timely services and creative web design but also the advanced features of Zoho Sites we integrated in the day-to-day business software. 


Being in business from 2000, our client needed high end web design and fast paced software that could bring the team at one place and get rid of multiple costly web subscriptions. Big thanks to DDS for being the best all-in-one solution provider. Take a look at the website we created.


With the ability to build a website from within Zoho that can quickly go live, we chose from multiple professional templates and picked and in-depth-customized the best suited for the client’s business and services. For JRD Enterprises Inc, we chose the 5 page design that elaborates their in depth approach to IT solutions.


We integrated the following in the Zoho Sites for our client:


● Advanced design using Cascading Style Sheets (CCS).


● Responsive layout that communicates your products and services


● Unique content for SEO


● Mobile friendly design


● Lead generation mechanism laid in web design



The web designing with the robust Zoho Sites was priceless.

Delta Data Services LLC is a one place service provider for all your technical software needs. Over the years, we have earned the love and support of clients from all corners of the world, mainly from United States. DDS specializes in providing the best web design services which includes in-depth web analysis, strategic competitor research, high quality content writing, unique web designing and proven Search Engine Optimization to make your website stand out and rank higher on all search engines.


We have helped our clients businesses across a wide range of industries creating fast, responsive, attractive websites. The websites turn out to be the greatest lead generation magnet. At DDS, we not only take the time to know about our clients and their requirements but also about the business service expectations of their customers and partners. 


Book your free consultation today for an awesome website.

Get Started Now

Contact us for a Demo!

Ebitari’s National Black Business Pitch – Delta Data Services LLC

Ebitari’s National Black Business Pitch

Delta Data Services

06.22.21 07:05 PM Comment(s)

Ebitari’s National Black Business Pitch

Our President, Ebitari Larsen, was honored to participate in the National Black Business Pitch by submitting her 3-minute video pitch. Take a look at her pitch in the video below and learn what inspires us and why we do what we do at Delta Data Services!

Please let us know how we can help your company reach world class status using world class management technologies.

Get Started Now

Schedule a Free 1-Hour Consultation

Zoho CRM Tip – How to Setup CRM Chrome Plugin for Gmail – Delta Data Services LLC

Zoho CRM Tip – How to Setup CRM Chrome Plugin for Gmail

Delta Data Services LLC

06.16.21 03:42 PM Comment(s)

Zoho CRM Tip – How to Setup CRM Chrome Plugin for Gmail

The CRM Chrome plugin for Gmail & Inbox is a free chrome extension that does what its name says; The plugin is a Zoho CRM integration with your Gmail in the Chrome browser.  In this blog, we will go over the procedure of installing the Zoho CRM Chrome plugin for Gmail.


Setting up Plugin

Login to Zoho CRM and follow the steps below.

Start by going to the Zoho CRM Setup.

Then go to the Marketplace and click Google.

Select the Chrome Extension for Gmail.

Click the button to install the plugin.

This takes you to the Chrome web store. In the Chrome webstore, click the button to add the plugin to Chrome.

Now the Chrome plugin will show in your Gmail inbox in the upper right part of your screen as shown in the screenshot below.

Next authenticate Google.

Next authenticate Zoho.

When an email is from a person not in your CRM, you have the options to add the person as a Lead or a Contact in CRM.

If the sender is already in your CRM, you can see all the CRM information associated to the sender’s record. In this case the sender is a Contact.

Following these easy and simple steps, you can integrate Zoho CRM in your Gmail. The functionality that this plugin brings to your inbox is very versatile. It’s like your inbox just got a major upgrade and your customers are going to love you for it.


For more Zoho CRM blog tutorials, stay tuned with us. In the meantime, contact us for your Zoho CRM customization support by clicking the button below! 

Get Zoho CRM Home Tab Support Now!

Schedule a Free 1-hour Session

DDS Celebrates LGBTQ Month 2021 – Delta Data Services LLC

DDS Celebrates LGBTQ Month 2021

Delta Data Services LLC

06.17.21 04:52 PM Comment(s)

DDS Celebrates LGBTQ Month 2021

June is LGBTQ month and like every year, this year too DDS comes forward to celebrate the Pride month with all of you. This year marks 51 years since LGBTQ Pride Month was first celebrated in June 1970*. We are proud to be a part of the month long celebration of love, diversity, acceptance and unashamed self-pride. Our team at DDS is diverse with people of all genders and we make our workplace safe and supportive of all genders. DDS strives to be an inclusive place for our employees and we celebrate that we live and work in Long Beach; a town that is supportive of LGBTQ Community and issues. 


In Long Beach, people of every sexual orientation and gender identity are welcome and given equal rights and opportunities. Long Beach community continues to lead on LGBTQ+ rights and have been named one of the best cities in the US, for LGBTQ+ inclusion for nine years consistently**.


Ebi regularly goes to a Presbyterian church that welcomes people of all genders and we surround ourselves with LGBTQ supporters. DDS has been a member and as a company we participate in the Long Beach Gay and Lesbian Chamber of Commerce

Long Beach, Mayor Robert Garcia, commissions the Long Beach LGBTQ lifeguard tower.

DDS stands in harmony with our LGBTQ community and takes the opportunity to encourage equality and remind everyone that all love is love. At DDS, we treat all our fellow humans, regardless of gender, with the same level or respect and love and advance them the same opportunities as we would others. We take this stance extremely seriously and encourage you to as well! 

Contact us for a Demo!

Book a 1-hour Free Consultation

DDS Wishes you a Happy Thanksgiving! 2021  – Delta Data Services LLC

DDS Wishes you a Happy Thanksgiving! 2021 

Delta Data Services LLC

11.15.21 08:29 PM Comment(s)

DDS Wishes you a Happy Thanksgiving! 2021 

At DDS, Thanksgiving is one of our most awaited holidays.  This year Thanksgiving will be full of gratitude as we continue to recover from the long-lasting Pandemic and come out of it in each of our own individual comfort levels and time. Of course for those of us who can get vaccinated, the vaccination is helping tremendously to eradicate the virus and bring us peace of mind. While this pandemic has been devastating to many communities and the loss of life has been tremendous, we continue to work and pray towards healing for all who have been impacted. Our hearts are with our communities in these difficult times. 

And yet, we are also grateful for ‘everything’ especially our present moments that we get to share with our loved ones near and far as well as closely or distantly well known connections. Hence, 2021 is year of being immensely thankful and grateful.


"Count your blessings
name them one by one, 
count your blessings, 
see what God has done!"
-Anonymous

I’m very grateful to my stellar team at DDS that handles everything from landing new clients to providing tech support 24/7 and building relationships. 

From a personal perspective, I am beyond thankful for the bond I have with my husband, my children and my pets, as they mean so much to me.
Make a difference this year by remembering those in need and giving back to the community. This year, we stood with shelter homes that support and provide help to single mothers. One such name was Casa de Los Angelitos. You can also give to 

Long Beach Rescue Mission

 for their Thanksgiving Food Drive.


I like to recall this quote from Bethany Hamilton:

“Strive to find things to be thankful for, and just look for the good in who you are.”


Enjoy your Thanksgiving meal. Here’s one of my favorite sides for Thanksgiving,Maple Glazed Acorn Squash

Have a wonderful, long weekend filled with good things. 
Happy Thanksgiving!

Ebitari Larsen,
President, Delta Data Services

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Webinar: conversation about growing your business with Zoho One December 2021 – Delta Data Services LLC

Webinar: conversation about growing your business with Zoho One December 2021

Delta Data Services LLC

11.24.21 01:17 AM Comment(s)

Webinar: A conversation about growing your business with Zoho One December 2021

The Webinar is Past; But View the Recording Here!

A conversation with Delta Data Services (DDS) LLC Zoho One Clients and Vendor Partners about why we chose Zoho One and how we grow our businesses through automation in Zoho One.


Here is the video for our upcoming webinar.

Holiday Gift to you: A conversation about growing your business with automation using Zoho One


Wednesday, December 8th, 12 to 1 pm PST


Delta Data Services President, Ebitari Larsen will interview a panel made of clients and vendors who also use Zoho One to automate and grow their businesses:

  • Dr. Kris Lea owns Kris Lea Consulting; Creating Healthy Organizations by helping them become more efficient, productive, and happier places to be. http://krisleaconsulting.com/
  • Matthew Hirsch owns TerraCurrent; Explore TerraCurrent’s sustainability marketing, branding, and public relations services for companies in the clean energy and clean transportation industries. https://terracurrent.com/
  • Ann Jagert owns Breakthrough Solutions. They love providing smart accounting solutions in the cloud! From system setup & training to bookkeeping support and. tax planning. Breakthrough Solutions are fellow Zoho Partners. https://www.breakthrough-solutions.com/

The Webinar is Past; But View the Recording Here!

Sign up for a 1-Hour Free Consultation

Contact Us

Zoho CRM Tip: Introduction to the Home Tab (Part 1) – Delta Data Services LLC

Zoho CRM Tip: Introduction to the Home Tab (Part 1)

Delta Data Services LLC

05.28.21 12:13 PM Comment(s)

Zoho CRM Tip: Introduction to the Home Tab (Part 1)

The Home Tab of CRM indicates progress of all your activities taking place in Zoho CRM. The Home Tab consists of various modules such as Tasks, Potentials, Leads, Dashboards etc. These components walk you through your everyday sales, provides quick report of daily activities and organizes your tasks. This forms to be the first Tab from the left which gives overview of everything happening in the other tabs.

Navigation in the Home Tab is easier if Customized View is selected. This view specifically show Views or filtered lists from the Tabs or Modules of your choice.

 

Examples of Views in the Accounts module could be as follows: 

• All Accounts (this would mean the organizations Accounts included those owned by all users)

• My Accounts (only the Accounts you have entered) 

• Recently Added Accounts 

• Accounts Added Today 

 

Views are a way to look at a subset of your records based on any criteria that you are interested in. 

 

This Home page is showing: 

• A Dashboard from the Opportunities tab of ‘Pipeline by Stage’

• A View from the Leads tab of ‘Today’s Leads’ 

• A View from the Activities tab of Open Tasks’ 

• A View from the Potentials tab of ‘Closing This Month’ 

This was the part 1 of the introduction to CRM Home Tab. In the second part of this blog post, I’ll go over how to edit the Home Tab and how to move components in it, 


In the mean time, contact us for your Zoho Home Tab support by clicking the button below!

Get Zoho CRM Home Tab Support Now!

Schedule a Free 1-hour session

Laserfiche: The Best Management Tool for Non-Profits – Delta Data Services LLC

Laserfiche: The Best Management Tool for Non-Profits

Delta Data Services LLC

06.06.21 07:52 PM Comment(s)

Laserfiche: The Best Management Tool for Non-Profits

While most software development companies partner with ace and for-profit organizations, Laserfiche has a history of collaborating with the non-profits and helping them scale and leverage their operations and keep transparency. Laserfiche is considered the #1 choice of non-profits for automation of the business processes. It has enabled NGOs and non-profit organizations to go paperless, have smooth workflow and made it easier to update the records.


Today, we will be highlighting the work Laserfiche has done for the non-profits that has helped them evolve technologically, declutter the paperwork and spread positivity. 


Laserfiche Standardized Human Resources at Arkansas Support Network

The Arkansas Support Network (ASN) is a non-profit organization that helps provide services to the disabled and support their families. 15 years ago ASN purchased Laserfiche to help archive the documents, later added Laserfiche Workflow and Laserfiche Forms. Today, at ASN, a 5 person human resources department manages 750 employees in the state of Arkansas. This happened with the help of Laserfiche Forms which helped track and speed up hiring procedure also automating payroll. Now employees are paid quickly and all audits are streamlined. 

“Laserfiche Forms led us to the revelation that the only way you’ll go paperless is if you start paperless.” 

–Syard Evans, CEO, Arkansas Support Network.


Laserfiche ECM Helped Heifer International Scale Up to End World Hunger

According to Chief Financial Officer, Bob Bloom, the goal of Heifer International is to take millions of families out of poverty and empower women farmers. In 2014, Heifer selected Laserfiche for business automation to review thousands of contracts pending review and make the content accessible to entire staff at all locations. Incorporating Laserfiche into the management system also fast paced the transfer of offline information from remote locations to headquarter back and forth. Laserfiche ECM provided electronic forms and robust workflow automation solutions that helped contract management processes


“Our vision for Laserfiche is to allow all of our field workers, regardless of which country they are in, to be able to interact with documents, find records and submit forms—all from their mobile devices,” 

 Cedric Lambert, IT Director, Heifer



Laserfiche Automated Case Management for Low-Income Energy Assistance 

Community Action Partnership is a non-profit that provides low-income home energy assistance program to the residents in Minnesota’s Ramsey and Washington Counties, The aid is given to residents struggling to access basic heating and utilities. Cabinets were stored with over 25,000 active applications and quick provision of help to the deserving applicant was the need of the hour. So Laserfiche was introduced in the system to

accelerate application process (document filing, routing and approval). New Case Management Process by Laserfiche streamlined auditing and security and also standardized record archival. 


“Laserfiche protects sensitive information while making our business processes more efficient"
Catherine Fair, Director of Energy Assistance Programs

Get Started Now with Laserfiche

Contact us for Laserfiche Needs

Laserfiche is a Great Solution for Fleet Services – Delta Data Services LLC

Laserfiche is a Great Solution for Fleet Services

Delta Data Services

03.06.21 12:47 AM Comment(s)

Laserfiche is a Great Solution for Fleet Services

Are you a trucking company or do you have fleet services? Do you need document management for bills of lading? Do you need customer and vendor portals? Laserfiche has several customers in the transportation and fleet services industry. Could Laserfiche be the solution your company needs to be their document management solution for transportation and fleet services? 

Want to know more?

Here are two examples of projects where Laserfiche is being used in the transportation and fleet services industry.

Example 1:
This project is for a transportation company that delivers pharmaceutical supplies. Here are two aspects of the project that might interest you:

  1. Laserfiche is being used by this customer to manage records of pick ups from customers and forms for the adjustment of those pick-ups.  Before they were primarily paper based, and becomes a challenge when the driver arrives and there is more that what the bill of lading states. i.e Driver is in route to facility and expecting to pick up 100 lbs of medical waste and turns out there is now 150 lbs. the intake and dispatch of the documents and forms are managed through workflow where there is a metadata field for status.
  2. The customer is also using Laserfiche for a customer and vendor portal. In this portal, customer and vendor documents are stored in a repository for various departments to have access to and collaborate with.

Example 2:

This Laserfiche fleet management example is from a fleet company called Avis in South Africa. No matter where in the world, fleet services experience the same impacts and influences. Read these Laserfiche blogs for insight into the use of Laserfiche for fleet services on the international scale.

Contact us today to get started with Laserfiche for your fleet and transportation services company!

Get Started with Laserfiche Now

Contact us for a Demo!