Delta Data Services LLC

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Zoho CRM Video Tip: Workflow Rules – Delta Data Services LLC

Zoho CRM Video Tip: Workflow Rules

Delta Data Services LLC

11.18.21 05:10 PM Comment(s)

Zoho CRM Video Tip: Workflow Rules

In this video, you will learn about workflow rules and how to create them and set the conditions for the trigger. 

Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating certain fields of a record when a rule is triggered.

The steps to create a workflow rule are divided into 4 parts


1.Go to Setup > Automation > Workflow Rules.

2.In the Workflow Rules page, click Create Rule.

3.  In the Create New Rule pop-up, do the following:

o  Select the Module to which the rule applies from the drop-down list.

o  Enter the Rule Name and Description.

4.Click Next.


Workflow rules allow organizations to automate business activities based on a predefined rule being triggered.

For more Zoho help please feel free to contact us below.

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Webinar: Ins and Outs of Zoho Projects and Sprints – Delta Data Services LLC

Webinar: Ins and Outs of Zoho Projects and Sprints

Delta Data Services LLC

10.21.21 04:28 PM Comment(s)

Webinar: Ins and Outs of Zoho Projects and Sprints; cloud-based solutions for Project Management Success

Delta Data Service proudly announces its third upcoming free webinar after the success of its first and second webinar. The Topic of our webinar will be ‘Ins and Outs of Zoho Projects and Sprints; cloud-based solutions for Project Management Success‘ and it will be held on Wednesday, 10 November 2021 from 12:00 PM to 1:00 PM PST. This webinar will address the value of Zoho One as project management solution provider and how it can help your business streamline and fast-pace your day-to-day corporate operations.


Check out our exclusive video for the Webinar and don’t forget to attend the content rich virtual discussion by DDS for Zoho as the best project management solutions with in-depth elaboration of its features. 

About This Session

◉ Zoho Project is Waterfall PM and Zoho Sprints is Agile PM – can be used in tandem
◉ Zoho Project
   ● Projects
     » Views, Filters, Number of Records per Page 
     » Groups 
     » Templates
   ● Tasks
     » Milestones, Tasks Lists, Tasks and Subtasks
   ● Dashboard
     » Project Budget
   ● Graphs
     » Gantt Chart
       –Dependency Fields
   ● Finance
     » Timesheets
     » Estimates and Invoices
◉ Zoho Sprints
     » Sprints every two weeks typically 
     » Tasks from Zoho Projects 
     » Swim Lanes 
     » Epics 
     » Comments and @mentions

Reserve Your FREE Space!

In the webinar participants will receive learn about Zoho as a user-friendly, collaborative project management tool that helps project managers (PMs) and teams collaborate and meet goals on time while managing resources and cost. Zoho is a simple and feature-packed project management tools designed to help businesses of all sizes manage, track, and execute projects with ease.

Agenda:
• 30 minutes presentation
• 30 minutes Questions and Answers (Q&A)

Webinar Details:
– Date:  Wednesday 10th November 2021
– Time:  12:00 PM – 1:00 PM PST
– Trainers:  Ebitari Larsen (President: Delta Data Services LLC)

– Cost:  FREE

You have the opportunity to secure your place by registering via this link. The registration is free of cost, but places are limited. Join our webinar to voice out your opinion and connect with our network.

Join the Free Webinar

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New DDS Financial Management App – Delta Data Services LLC

New DDS Financial Management App

Delta Data Services

07.27.19 08:14 PM Comment(s)

Launching!! Launching!! 

Delta Data Services has recently Implemented an App for Financial Management!

Demo Video

Click Here to Learn about the DDS Financial App!!

Financial Management means planning, organizing and controlling the financial activities of a family or organization. Overall, the financial management is generally concerned with procurement, allocation and control of financial resources. Delta Data Services has recently developed a Financial Application targeted towards Financial Planners, otherwise known as Financial Advisors or Financial Managers.

 

Delta Data Services (DDS) integrated many innovative, upgraded workflows, automations, customizations and templates into this application – mainly to assist advisors manage organizational funds and client’s wealth. With DDS Financial App, comes a plethora of added customizations that works simultaneously to ensure that all parts of financial management are incorporated. DDS Financial App runs on Zoho One and includes applications such as:

  • Zoho Books: Record time spent on services rendered, then automatically invoice from timesheet. Create an invoice when a deal is closed.
  • Zoho Sign: Sign documents such as advisor approval form and attach to the specified contact in a secured environment
  • Zoho Forms: Client securely submit their data to CRM and add spouse and dependents
  • Zoho Sites: Access the form for your client intake questionnaire
  • Zoho Mail: see email associated to clients and their families
  • Client Portals: clients can see their CRM data, signed documents and estimates and invoices.
  • Alerts: Receive email alerts for important reminders and new data in the system
  • Zoho Analytics: critical reports to the Financial Planner covering sales and operations

Click Here to Learn more about DFA Pricing

We greatly acknowledge that financial matters are a critical aspect of managing a family or organization hence, our decision to build a platform that embeds all the important techniques that make up a comprehensive financial management approach.

Contact Us to Get Started

Schedule a free, 1-hour consultation

Zoho CRM Video Tip: Custom Fields in Zoho CRM – Delta Data Services LLC

Zoho CRM Video Tip: Custom Fields in Zoho CRM

Delta Data Services LLC

09.18.21 03:43 PM Comment(s)

Zoho CRM Video Tip: Custom Fields in Zoho CRM

In Zoho CRM, you can add new fields as per your needs. These fields will be available to all the users added to your organization’s CRM account and they can make changes to it as per the access given to them.


Types of Custom Fields

  • Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but not all fields can be changed from mandatory settings. These Zoho defined fields are mandatory in Zoho CRM. For example, Last Name in Leads, Subject in Tasks etc.
  • Set Field Access Permissions: You can hide the fields for users in a specific profile or mark the fields as Read Only. 

To edit the Custom Fields according to your business requirements please follow the steps below:

  • Log in to Zoho CRM with Administrator’s privilege.
  • Click Setup > Customization > Modules and Fields.
  • Select the Module from the drop-down list.
  • In the List of Modules page, click New Custom Field. 
  • In the New Custom Field page, do the following:
    • In the Select Field Type section, select the data type.
    • In the Provide Field Details section, specify the custom field details.
  • Click Save.

    For visual elaboration and step by step instructions, you can go see the video above.

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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!

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New Review By Radhika on LinkedIn and Yelp – Delta Data Services LLC

New Review By Radhika on LinkedIn and Yelp

Delta Data Services LLC

10.22.21 01:44 PM Comment(s)

New Review by Radhika on LinkedIn and Yelp

Delta Data Services has a history of satisfying its clients for over 12 years and we’re proud to exceed the needs of our customers. Just read our reviews to see for yourself! Our clients come to us with a lot of expectations and we go an extra mile to solve their corporate issues. We listen. We analyze. We deliver. Our success is measured by results. We care the most about how our clients feel about their experience with DDS.


In January 2021, Radhika, Founder and Owner of RADD LLC, came to us for hands-on Zoho configuration to manage, connect, and automate business processes across their organization. We provided RADD LLC with the best coaching and software for setting up and integrating Zoho One Suite for their business with full customization. Like all our clients, Radhika left us a remarkable review on LinkedIn and Yelp being grateful and thankful for our services. Here is Radhika’s review of DDS on LinkedIn and Yelp: 

CaptionFounder & Owner at RADD LLC | Compliance Guru | FinTech Collaborator | Risk Advisor | Minority & Woman Owned Business | Expert Speaker | Philanthropist Goes Here

"We have contracted with Delta Data Services LLC (DDS) and Ebitari Larsen for our Zoho One requirements since January 2021. DDS have helped us primarily with the tools of Zoho CRM, Projects, People and Analytics. They have helped us set up our requirements for supporting our customers, managing our projects and extracting the reports we need. They have done these setups and customizations by doing the work on our behalf as well as training us with virtual or written and video documentation so that we can do the work ourselves. DDS is highly responsive and always ready to assist us when we need them. They are experts in Zoho One and can get us the answers to our questions that we need. We trust DDS as the company has integrity, experience and works hard. It is a pleasure working with DDS and we recommend them to anyone needing Zoho, Business Analysis or Project Management services."

At DDS we pride ourselves on our service, quality of work and the customer experience. That is why we are always pleased to receive positive feedback from our clients. We ‘ve posted a few of our reviews on our website but the most current reviews can be seen directly on LinkedIn and Yelp. If you would like to know what our customers think and why we have a 5 star review please visit us at LinkedIn and Yelp and also please feel free to leave us a review on these channels.

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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.

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RingCentral Ranked Highest in 3 out of 4 Use Cases of 2021 – Delta Data Services LLC

RingCentral Ranked Highest in 3 out of 4 Use Cases of 2021

Delta Data Services LLC

10.31.21 01:50 PM Comment(s)

RingCentral Ranked Highest in 3 out of 4 Use Cases of 2021

As a RingCentral service provider, DDS celebrates the highest ranking achieved by RingCentral in 2021 Gartner Critical Capabilities for Unified Communications. The Gartner Critical Capabilities for Endpoint Protection Platforms is a comparative analysis that scores products or services against a set of critical differentiators identified by Gartner. RingCentral, Inc. is a leading provider of global enterprise cloud communications, video meetings, collaboration, and contact center solutions, recently announced that it has received the highest scores in three out of four use cases among 14 total vendors as a Service in Gartner UCaaS.*


With decades of experience in enterprise telephony, RingCentral offers a unified communications suite that includes team messaging, video collaboration, and phone calls. With the world going more remote after Covid-19, RingCentral has gained great prominence and a lot of businesses has switched to this phone/desktop communication app. 


“The world is evolving to meet the growing demand for hybrid work, and Unified Communications as a Service is a critical technology to help people connect, communicate and collaborate from anywhere,” said Anand Eswaran, president and chief operating officer, RingCentral. “At RingCentral, we focus on bringing together trust, innovation and partnership to deliver the benefits of UCaaS to our customers. It’s great to see the recognition by Gartner Critical Capabilities ranking us #1 in the majority of use cases.”**


Delta Data Services provide cutting edge RingCentral installation, configuration and in-depth coaching which enables businesses to remodel and upgrade their internal and external office communications with better connectivity, professional business numbers and flexible pricing plan. It is ranked the top functioning communications service provider for businesses of all sizes as it combines messaging, video conferencing, and phone calls into one unified platform. 


References:

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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! 

Questions on Renaming Modules?

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

Zoho Meeting To Rule Video Conferencing Market By 2029 – Delta Data Services LLC

Zoho Meeting To Rule Video Conferencing Market By 2029

Delta Data Services LLC

03.17.22 11:25 AM Comment(s)

Zoho Meeting To Rule Video Conferencing Market By 2029

Zoho Meeting

This Video Conferencing Software research report is an authentic merit-based data that gives insights and statistics of the market demand. It provides market insights based on data collection and analysis. The data covered in the Video Conferencing Software research report is gathered from validated sources such as news, press releases, documentaries, and trustworthy sources by using particular research techniques. The video conferencing market size is predicted to soar USD 9.95 billion by 2028 globally.

Zoho Meeting is a video conferencing solution that gives the facility of sending out invitation in up to 19 languages and users can schedule meetings in their suitable time zone. Businesses with vast global presence and remote workforce are the prominent users of video conferencing software and hence use Zoho Meeting to allow smooth communication between remote teams located worldwide. We can see the surging demand for video conferencing solutions healthcare, educational department and governmental institutions for personalized meetings, classes and webinars are some of the highlighted elements accelerating the demand for Zoho Meeting.


Zoho Meeting seem to be winning the race of video conferencing software with its worldwide expansion and provision of unique features. Zoho Meeting also provides a better social interaction platform as compared to voice calls as it offers features such as eye-to-eye contact and adding multiple team members. With the propelling expansion of companies worldwide, the need is immediate to configure a flexible, budget-friendly, and scalable communication network, which helps better interaction, team management, and decision-making. For complete Zoho Meeting set up and integration, feel free to contact us.

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