Woggle Consulting

01/13/2025

Welcome to 2025, Wogglers!

Woggle Consulting has been specializing in setting up Estate Attorneys with Zoho, and Zoho Writer has been an invaluable tool for organizing and automating legal documentation.

If you're a legal professional who is looking for system that takes less time and gives fewer headaches, look no further than Zoho, and Woggle Consulting!

The team at Zoho Writer is hosting a FREE online seminar this Thursday, January 16th, at 2pm EST to teach you how to:

- Simplify client onboarding with dynamic templates
- Automate legal document creation for contracts, NDAs, and more
- Enhance collaboration during contract review
- Optimize due diligence and time tracking
- Streamline billing and invoicing processes

You’ll also get a live demo of these features and learn how to integrate them seamlessly into your workflow.

To register, follow this link:
https://meeting.zoho.com/meeting/register?sessionId=1091916558

09/18/2024

Our Zoho CRM How-To library is continuing to grow! If you have quick questions about how to do the nitty-gritty in Zoho CRM, odds are we have (or will have!) a video that'll answer your question. Also, you get to have the delightful Jessica Ferguson as your guide (what luck!)

We offer FREE 1-hour initial consultations. Reach out to us today, and let's see if we can build something great together!

Wanna know how to use Records in Zoho CRM? Here's everything you need to know to get started!We're Woggle Consulting! We're a small team focused on helping s...

07/30/2024

Fabulous news friends and colleagues: Woggle Consulting has started a YouTube channel! Starring our own brilliant Jessica Ferguson, we have begun creating a huge library of bite-sized videos to efficiently answer all of your Zoho questions. All videos are shorter than 5 minutes!

We'll be updating the channel weekly with new content, so if your question doesn't have a video yet, leave a comment or send us a note, and we'd be delighted to get right on it!

You can find our YouTube channel easily by:
1. Searching Woggle Consulting on YouTube
2. Clicking this link:
https://www.youtube.com/

Woggle woggle!

[image:
There is text that reads "Woggle's On Youtube! Bite-sized, easily digestible, short videos for all your Zoho Questions." Jessica (a white woman with short light brown hair wearing a striped tunic and green pants) and Jed (a bald white man with a red beard wearing a black shirt under a patterned button-up and purple pants) are standing with their arms jauntily highlighting the YouTube logo. They both look delighted.]

07/26/2024

Choosing the right software can significantly impact your organization's efficiency and employee satisfaction. Two popular HR management tools are Zoho People and Freshteam. Both offer a range of features designed to streamline HR processes, but they cater to slightly different needs and organizational sizes. Over on our blog, we'll took a deep dive into the key features, pricing, pros, and cons of each to help you make an informed decision.

Scoot on over to our blog to get the insight:
https://www.woggleconsulting.com/zoho-people-vs-freshteam/

[image:
There is a graphic of a green boxing glove, with the logo for Zoho People colliding with a purple boxing glove, with the logo for Freshteam. There is a starburst emanating from the impact. There is a scroll banner that reads "HR Face-Off!" underneath the boxing gloves.]

07/22/2024

Let's talk about why Zoho Cliq is a brilliant choice:

Intuitive Interface: Zoho Cliq’s clean, straightforward interface is easy to navigate, allowing you to focus on what really matters—collaborating with your team.

Customizable Workflows: With Cliq, you can tailor workflows to suit your specific needs. It integrates seamlessly with other Zoho apps and third-party tools, providing a cohesive work environment.

Real-Time Messaging and Collaboration: Enjoy robust messaging features, including channels, direct messages, and even video calls, all designed to keep your team connected and productive.

Enhanced Security: Zoho Cliq strongly emphasizes security, ensuring that your communications are encrypted and your data is protected.

Cost-Effective: Zoho Cliq offers excellent value for money, making it a budget-friendly option without compromising quality.

To learn more about the migration process, head on over to blog!
https://www.woggleconsulting.com/how-to-migrate-from-microsoft-teams-to-zoho-cliq/

[image:
There is a twisty road leading from the Microsoft Teams logo to the Zoho Cliq logo on a purple background. There is text that reads "Is is possible (and/or worth it) to migrate from Microsoft Teams to Zoho Cliq? We think so, and we'd love to show you the way!"]

07/16/2024

There are endless solutions to building a business, which can be overwhelming. How do you know which platforms to use to build your infrastructure?

In the bustling world of small to medium-sized businesses (SMBs), also called small to medium-sized enterprises, efficiency, cost-effectiveness, and seamless operations are essential. Managing multiple aspects of business operations, from customer relations to financial management, can be daunting.

However, Zoho One is a powerful tool for SMBs to streamline operations and drive growth. Today, we’re chatting about leveraging Zoho One for small—and medium-sized businesses. In fact, Zoho One uses the tagline—one thing to help you with everything!

To learn more, head on over to our blog here:
https://www.woggleconsulting.com/how-to-leverage-zoho-one-for-businesses/

Reach out to us for a FREE initial consultation!

Let's build something great together!

[image:
There is a graphic of 6 stylized people holding hands in a line, each with tags that read "Sales, Marketing, Support, Finance, HR and Operations." There are speech bubbles above each person's head with the logo for Zoho One in the speech bubble. There is text on the top of the image that reads "Zoho One can be the common language for all of your teams. Woggle can teach you how to speak it." The Woggle logo is in the upper right hand of the image.]

07/08/2024

Efficient data management is a necessity and a competitive advantage; with businesses accumulating vast amounts of information, the ability to organize, analyze, and derive insights from data visualization tools is a must.

Zoho, a leader in business software solutions, recognizes this need and has introduced Zoho Tables, a powerful tool designed to streamline data management processes. Over on our blog, we've gone into the features and benefits of Zoho Tables and explored how it can revolutionize how businesses handle their data.

Head on over to our blog to learn more!
https://www.woggleconsulting.com/data-visualization-tools-zoho-tables/

07/01/2024

There’s tons of lingo to learn in the SaaS and the business space.

We love our acronyms, don’t we?

Per usual, Woggle Consulting is here to help simplify an otherwise complicated, if not boring, concept. Enter API or Application Programming Interface. You may have seen ‘API’ in your searches for business tools. Over on our blog we unpacked what an API is, how they factor into everyday business operations, and how to choose the one that best fits your needs.

Head on over to our Link in Bio to get the crash course on API!

[image:
There is a chalkboard in the upper center of the image that reads "Does trying to understand API feel like that dream where you're back in school taking a final exam for a class you never attended?" There is a long-haired person at a desk with a paper and pencil who looks extremely stressed, with question marks around them. There is further text that reads "We can help" above the Woggle Consulting logo.

06/28/2024

Have you been curious about Zoho CRM and would like to see an overview and introduction of how it functions? The team over at Zoho are hosting several free recurring webinars to walk you through just that!

To register for the webinar, follow this link:
https://meetinglab.zoho.com/meeting/register?uId=664000109364380

[image:
There is a graphic reminiscent of an open browser window and a mouse arrow. On the graphic is information that read "FREE WEBINAR: Zoho CRM. Upcoming 16 July 2024 at 11am EDT. Tune in to watch the Zoho Team give a quick walkthrough about how to get started with Zoho CRM.]

06/26/2024

HAPPY BIRTHDAY JED!

06/24/2024

People make “streamlining your business” sound easy, but is it really that straightforward? We get it. Any mention of “streamlining,” “integrating,” and “automation” can give you the same dread as ‘Sunday Scaries’.

Thankfully, cloud technology has revolutionized business, offering a myriad of tools and services designed to simplify workflows and optimize performance. Zoho stands out as a comprehensive suite of cloud-based applications covering everything from CRM to project management and accounting.

However, while Zoho provides an impressive array of functionalities on its own, its true potential is unlocked when integrated with other cloud services. By seamlessly connecting Zoho with complementary tools, businesses can create a unified ecosystem that maximizes efficiency, collaboration, and data accessibility.

Over on our blog, we explore the benefits of integrating Zoho with other cloud services and highlight some critical strategies for doing so effectively.

Head on over to our blog to learn more:
https://www.woggleconsulting.com/integrate-zoho-with-other-cloud-services/

[image:
There is an outline of a cloud with multiple lines coming down from it in the upper right hand corner, and a rainbow-colored wave in the lower left hand corner. There is text that reads "Q: How can Zoho integrate with other cloud services? A: Seamlessly"]

06/14/2024

There's nothing quite as disruptive to a meeting as having to constantly pause to take notes, especially when the topic at hand is dynamic and shifting. Be it an initial consultation with a client, a Sales Team meeting, or a 5-hour long Dungeons & Dragons session, having an efficient way to take notes and summarize important information is invaluable.

We at Woggle Consulting genuinely love using Fathom AI, a simple and extremely effective note-taking AI tool. It allows us to be entirely present with a client (or with each other!), without having to worry that anything is getting dropped or missed.

You can use the direct voice-to-text feature just to get a full play-by-play, and/or you can invoke the brilliant AI and get a summary or bullet-point list of action items. It integrates with multiple platforms (including Zoho!) and can be used in so many ways.

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.

You can get 3 months free with Fathom AI with our referral code here:
https://fathom.video/invite/tBqcMQ

[image:
A robotic hand holing a pen is entering the image from the left-hand side. There are purple streaks emanating from the tip of the pen. There is the logo for FATHOM AI, as well as text that reads "Your New Best Friend in AI Note-Taking"]