M07
Systems of Record
Zoho CRM, file naming, quoting, shop drawings, email and voice, samples, and inventory. One company, one memory.
- 01Zoho CRM and the life of a leadIf it is not in Zoho, it is a rumor.20 min
- 02Document control and file namingThe SOP is useless if the live files are named finalFINAL2.18 min
- 03Quoting, shop-drawing, and sample systemsThe tools around the bid: quotes, drawings, chips, and inventory.20 min
- 04Email, voice, calendar, and the company memoryChannels are tools. The file is the memory.16 min