Importing and Data Management in CRM

Inaccurate CRM data often hamper sales and marketing performance. Hence you need data administration skills while importing and updating your CRM data. In this session, you'll learn techniques to export data files from different applications, import accurate data into CRM, review data and link with other modules and roll-back if the data is not properly imported. In addition, you'll also learn usage of data-duplication tool, find & merge data tool and bulk update of records.

Fireside Chat with Zoho CRM Team

The key personnel from Zoho CRM team will be on stage to answer your questions. This is a good place to ask questions at a high level about the product, future direction of the product, what's cooking and more.

Zoho CRM Q&A with Customers

This is an informal session where individual members from the Zoho CRM team can spend time with you to understand your specific scenario and offer suggestions. Given that this is the last session of the day, the team can spend more time assisting you in whatever way they can to make your CRM implementation successful.

Capturing Web Leads into your CRM System

Efficient lead generation is the most important activity in sales & marketing. Web forms serve this purpose by capturing requests submitted by website visitors and instantly adding leads into your Zoho CRM account. In this session, learn customization of web forms, distribution of leads to salespeople through assignment rules and triggering automated email notifications to leads. In addition, gain hands-on experience in setting up web forms for WordPress, Google Sites, and Zoho Sites.

Collaborative Project Management using Zoho Projects

Collaborating on a project with remote team members can be challenging without a proper and able collaboration tool. This session explains how teams can collaborate effectively online on various aspects of a project using Zoho Projects with detailed look at all the modules in Zoho Projects.

Getting the Most Out of Zoho CRM - Best Practices

The success of CRM implementation depends on the best usage of system, people and processes. Adopting the industry best practices while implementing CRM reaps the actual benefits of customer relationships. This session will uncover most useful tips and hidden gems of Zoho CRM that help you focus more on selling and less time on routine sales activities.

Third-party Integrations with CRM

A CRM solution generates 100% benefits of customer life cycle management when it truly exchanges information with other business applications, like marketing, ERP, Accounting, BI etc. This session will walk you through the techniques of using the most popular integrations developed by our technology partners, such as CloudWork, gUnify and others.

What is the Cloud Exactly, and What are the Benefits and Drawbacks? A Basic Introduction and Q&A

Introductory. We've all heard of the "cloud", but let's get back to basics and talk about what it really is and what it means for you, especially as smartphones have entered the picture. Bring your questions.

Sales Tracking & Forecasting

Zoho CRM frees you up to do what you do best, i.e, selling. And what better way than to automate sales follow-ups, improve conversion and focus on creating and capturing opportunities. In this session, learn where your prospects are in the sales cycle, the deal size, and competitor information to help craft more effective messaging. Also learn to set up sales targets, reports, dashboards and forecast revenue for next month or quarter.

Zoho CRM Advanced Customization

Your business is unique, so your CRM software must provide easy to use customization tools to suit your business process. In this session, you'll learn implementation of several built-in advanced functions like, lead dependency mapping, formula fields, dependency pick-lists, stage-probability mapping, contact roles, etc. In addition, you will learn copying of customization to different CRM accounts and adding custom related lists using gallery of developer tools.

Extending CRM with add-ons

A CRM solution helps you increase productivity and focus on sales follow-ups when it truly exchange information with Office, Collaboration, Accounting, and other business software. In this session, we will quickly walk you through the most important integrations developed by Zoho, such as Plug-in for MS Outlook, Integration with Zoho Writer and QuickBooks and others.

Offer live support to your customers using Zoho LiveDesk

In this everything-instant world, customers demand instant help. This session talks about how you can offer live customer support and how you can exchange information between LiveDesk and Zoho CRM.

Business Apps are now Social

With the advent of multiple public and private social networks, it is important that your business apps integrate with various social channels to engage with your customers. This session expands on how business apps are being integrated with various social applications with several examples.

Zoho Goes Mobile. A closer look at Zoho Mobile Apps

Saying smart phones and tablets changed the way we work will be an understatement. As mobile computing devices exceed traditional PCs, it is extremely important that your business, productivity and collaboration apps are available on the device you use. This session talks about Zoho's Mobile strategy and various mobile applications currently offered.

Business Apps are now collaborative

This session discusses the role of private and public collaboration tools in the context of business applications. Do they belong together? Is there a place for collaboration apps inside business apps? This session looks into this with several examples.

Building a business in the internet age

Modern businesses run on modern tools and techniques. Gone are the days when suit wearing high-priced sales and marketing professionals needed to create expensive high-touch go-to-market strategies to gain new customers. With a new customer only a click away, business is now driven by a new set of must-have skills including web-based marketing techniques such as search engine marketing (SEO), search engine optimization (SEM), social media and email marketing. Learn how Zoho utilized web marketing and its own services to create one of the largest SaaS customer bases in the industry and is still going strong. More importantly, Zoho's successful strategies can work for your business too.

Zoho CRM for Beginners

Are you using CRM for the first time? Or recently switched to Zoho CRM? Get most out of CRM by adopting a few simple configurations that will be covered in this session. Learn the importance of customer life cycle, navigate through the CRM interface and personalize location-based information. In addition, you’ll be given access to various CRM resources like Self-Service Portal, LiveDesk Integration and more, to help you get started quickly.

Customizing CRM for your Business

One size can't fit all. Your business is unique, so this rule is applicable to your business as well. Zoho offers several built-in customization tools to optimize CRM solution to replicate your business needs. In this session, you will understand the importance of customization, use of different studio tools and implement the best CRM customization practices. Gain hands-on experience in customization of CRM for a fictitious real-estate firm.

News ways to Collaborate in the Cloud

With various communication and collaboration tools available today like Email, Chat, Web conferencing, audio, video conferencing, discussion forums, blogs and more, there is never a dearth of collaboration tools in the market. Each of these tools have their place for effective collaboration. Do we need more such tools?

This session takes a closer look at a new collaboration offering from Zoho.

Running your business on Zoho, end to end

As a business owner, you have two options when it comes to choosing software to run your business. One, you can pick software multiple from multiple vendors and integrate them. Two, you can pick integrated software from a vendor that offers most of the apps you need to run you business. This session dwells into details about the advantages of choosing one vendor to run your business.

4 in 40: Customers share their experiences

This session is all about Zoho users sharing their experiences with other users. Customers step on to the stage to share information on how they are implementing Zoho applications within their business. If you are using our apps in a particular vertical or in an interesting way, this is the session where you can step on to the stage and share your experiences.

While you were on the plane: What's New In Zoho?

New customers, old customers and prospects alike are all invited to join Rodrigo for this walkthrough of the most important updates across the board on the Zoho family of products. Learn about the most important product releases, updates and nifty features you should not miss.

Products: A bit of everything

Email Marketing using Zoho Campaigns

Sending out engaging email campaigns to your customers requires a flexible email marketing system. This session introduces you to Zoho Campaigns and how you can setup,execute and track email campaigns. It will also cover the automation concepts of Drip Marketing and A/B campaigns. The session will also introduce you to Social Campaigns and how you can reach a wider audience.

Sending Email Campaigns to contacts in your CRM system

Sending personalized emails is an important part of the sales follow-up process. Zoho CRM gives you the option to send emails to leads and contacts right from within your CRM system. Zoho Campaigns also gives you a powerful and flexible option to send emails, by synchronizing your leads and contacts between Zoho CRM and Zoho Campaigns. This session looks at both approaches to send out email campaigns to contacts and leads in your CRM system. You will also learn how you can track responses from your recipients right inside your CRM account.

Managing Surveys with Zoho Campaigns and other integrations

A flexible campaign management system integrates with various complementary tools so that you can take action from a single place. This session looks at how Zoho Campaigns can be used for conducting surveys and also covers other integrations like Eventbrite, Google Apps and Social Media. A detailed look at Zoho's own case study taking advantages of these integrations is presented.

CRM and Email Integration

Email communication has changed the way we do business today and having your CRM integrated with Email is no more a luxury. In this session, you will learn the importance of CRM plus Email to collaborate with colleagues and close more deals for your company. You will gain hands-on experience with Zoho Mail Add-on configuration, receive email notifications, share customer emails with colleagues, and BCC emails from other Email systems to CRM. In addition, you'll also learn setting up Plug-in for MS Outlook.

Mobile CRM for Field Salespeople

Evolution of mobile technology is not only empowering individuals to communicate with family & friends, but also businesses to build better relationships with their customers from anywhere in the world. If you are a salesperson on the move carrying customer information and deals in your pocket, then this session is for you. Learn the basics of setting up CRM Mobile App in your iPhone, Android or iPad, efficient use of various nifty tools, like send email, find near-by contacts, sync calendar with CRM and update progress of deals even from a remote location.

Advanced Analytics for Zoho CRM, Powered by Zoho Reports

Zoho CRM offers broad range of reports built-in. If you want to leverage the goldmine of raw data you have in CRM to create advanced custom reports, this session is for you. You will learn how to enable Zoho Reports add-on for CRM to view 70+ advanced customizable reports on top of your CRM data. The session also covers how to easily slice & dice your CRM data and create insightful reports & dashboards. You will learn how to create sales funnels, know your next quarter sales pipeline, know your win/loss & growth rates, sales predictions, gauge your sales reps performance and more.

Automating Sales Activities with Workflow Rules

Want to automate the routine sales activities and concentrate more time on sales prospecting? Then you're on the right training track. In this session, you will learn using easy to configure workflow rules like lead assignment, big deal alerts, case escalation and automatic field updates. In addition, you will learn configuring SMS notifications, pushing CRM data to 3rd party services through webhooks and execute time-based actions without any programming knowledge.

Managing Users and Sales Territories

As your business grows, it’s imperative for you to focus on the security and distribution of CRM data to the salespeople based on their hierarchy in your organization. Learn to set up permissions, organization hierarchy using roles, sales team/groups for CRM users. You’ll also learn the best practices of implementing data security for your organization and monitoring various users actions.

Creating Custom Business Applications Using Zoho Creator

Every business is unique and so are the requirements for applications in a businesses. How to build custom applications for your specific business needs? Enter Zoho Creator. This session walks you through the process of building custom applications for your specific requirements with out writing any code and embedding the application inside a website. The session also expands on various other options available in Zoho Creator.

Scripting Your Custom Business Applications

Building custom business applications with advanced functionality sometimes requires you to write some scripts. Zoho Creator offers a powerful scripting language in Deluge. This session dwells into the details about writing custom scripts, using Script Builder, best practices and more with several examples.

Extending your CRM with Zoho Creator

Zoho CRM offers a broad set of features to customize CRM for your business. How about extending it with additional custom modules? That is where Zoho Creator comes in. Zoho Creator, the application that lets you create custom business apps, is integrated with Zoho CRM allowing you to build custom modules within your CRM. This session explains in detail on how to use this integration to create a new CRM modules using Zoho Creator.

CRM for Google Apps

Zoho CRM for Google Apps makes it easier for your business to collaborate, communicate and share information in a centralized place with your colleagues. If your business is using Google Apps with Zoho CRM, this session is for you. You'll learn how to synchronize emails, contacts, calendar and tasks between CRM and Google Apps. In addition, you'll gain hands-on experience with setting up web to lead form in your Google Sites and configure Contextual Gadgets in Gmail.

Change Leadership

People don't' like to be managed, but they're desperate for leadership
In this session, we'll focus in on how Change Management is really all about Change Leadership. With the accelerating trend of moving away from desktop and LAN solutions toward cloud-based solutions, the keys to success for business will rest with how well you "lead' your firm towards success.
We'll discuss several strategies for how you can become the change management catalyst.

Making the Transition from Social Media to Social Business

How will Social Media impact your business the rest of this year and beyond? Join Brent Leary, co-founder and partner at CRM Essentials, as he shares recent research on how small and medium businesses are using social media to transform their companies - and their relationships with customers. Leary will also share his technology predictions for the second half of 2013 and 2014, while learning about the latest trends in small business and how social, mobile, and cloud are transforming SMBs.

Positioning Zoho CRM versus alternatives - key differentiation, why choose Zoho?

This session is for both new partners and those who have been selling for years. What are the killer areas of Zoho functionality that wow customers? How does Zoho differ from the many alternatives out there? We will also discuss CRM as a platform for business process and learn how to position Zoho CRM to the right customer for the right price.

Products: Zoho CRM, Support, Creator, Campaigns

Objectives:
This session helps you to:

• Understand the key competitive advantages of Zoho CRM
• Refine your solution selling approach for more profit and customer value
• Stay focused on the right opportunities
• Improve your ability to win deals over the competition

Fireside Chat: Evolution of a Cloud Leader: the Zoho Vision with Founder Sridhar Vembu

Duration: 45 min

This session is a unique opportunity to spend time with Zoho founder and CEO for an informal gathering that will include open Q & A. Sridhar will share some of his thoughts on the importance of our partner ecosystem; his vision for the company as a whole; as well as delve into technology topics of interest. Zoho has a very unique corporate culture and approach to the marketplace. Learn about how to work more effectively as a valued partner. There will be time open for questions.

Workshop: Zoho CRM Data Management Tools

In this workshop we will discuss some additional data tools. As your data increases it is easier to mass modify records (Mass Delete, Update, Transfer, and Task creation). In the CRM we will discuss where these tools are located, and how they will save you time. In addition to this, this workshop will cover data administration features such as exporting, de-duplication, and printing options.

Workshop: Zoho CRM and Mail Add-on Configuration

A detailed setup and demonstration of the Zoho Mail Add on for Zoho CRM. The workshop gets into the details about how to setup and configure Mail add-on in Zoho CRM, both as an administrator and as a user.

ZAPP Boot Camp: An open Dialogue on Reseller Program; Store Updates & More

This session will consist of an open conversation about the partner program; the evolution of Zoho's channel strategy and a dialogue with you about your experience as a Zoho partner. We will also provide a review and update of the reseller store and process for managing leads and transactions with Zoho.

This session helps you to:

• Improve your working relationship with Zoho partner resources
• Have direct input on ZAPP
• Familiarize yourself on Reseller Store improvements and lead registration process

Zoho CRM Update: The Inside Scoop on What's Ahead

Duration: 45 min

We all want to know what's coming next. What features and functionality will be launched and when. In this session, we will present a summary of how Z CRM has evolved and where it is heading including a brief on the new pricing plans and feature sets launching soon. We will also cover some of the latest integrated apps like Creator, Support and Campaigns sharing our vision of Z CRM, the cloud platform. Don't miss this session if you have been waiting for the latest info from Zoho.

Products: Zoho CRM, Support, Creator, Campaigns

Objectives:
This session helps you to:

• Get the latest info on Z CRM and its Roadmap
• Update on new pricing plans
• Fill in any gaps for your customers related to new features
• Stay connected to Zoho product team lead
• Expand awareness on integrated solution with other apps
• Provide feedback

Effective Customer Service using Zoho Support

Knowledge of how to use a helpdesk software is critical to delivering great customer service. This session provides an introductory view on how to setup and use Zoho Support effectively. You'll learn how to setup all your customer support channels with Zoho Support and receive tickets in a single place. You'll be shown how to use ticket priority, service level agreements and contracts to track and resolve tickets. You'll also be introduced to some basic rule-based actions that will help you save time. Finally, you'll be given a walkthrough of Zoho Support's reporting features.

Objectives:
This session helps you to:

• Learn how to use your existing support channels with Zoho Support
• Improve your customer service using service level agreements & contracts
• Save time and effort by automating repetitive tasks & actions
• Track and improve your helpdesk performance using reports

How Zoho Partner Ecosystem Can Help Your Business

This session focuses on two aspects of the Zoho partner ecosystem: Zoho consultants who have deep CRM knowledge combined with an understanding of sales and marketing operations; and partners who have integrated Zoho applications with their own technology and expertise to create a powerful business solution. One partner will demonstrate how his consulting and implementation methodology saves customers lots of time and money with a proper CRM implementation in place. Another partner will present a fascinating case study that combines mobile field data collection with advanced reporting capabilities using Z Creator, Z Reports, and their own mobile application. There will be time for Q&A

Objectives:

• Learn how a Zoho Certified CRM Consultant can optimize your CRM deployment and usability
• Learn how a Zoho partner can combine various applications in the cloud with amazing results
• Discover ways to improve your current Z CRM deployment
• Find out more about Zoho's global partner network

Contextual Integration of Your Information in the Cloud

It sounds fancy, but "contextual integration" really just means your information shows up in the right places to help you work faster. We'll go through a few examples and talk a little bit about the future in this area.

Importing and Data Management in CRM

Inaccurate CRM data often hamper sales and marketing performance. Hence you need data administration skills while importing and updating your CRM data. In this session, you'll learn techniques to export data files from different applications, import accurate data into CRM, review data and link with other modules and roll-back if the data is not properly imported. In addition, you'll also learn usage of data-duplication tool, find & merge data tool and bulk update of records.

What is the Cloud Exactly, and What are the Benefits and Drawbacks? A Basic Introduction and Q&A

Introductory. We've all heard of the "cloud", but let's get back to basics and talk about what it really is and what it means for you, especially as smartphones have entered the picture. Bring your questions.

Running your business on Zoho, end to end

As a business owner, you have two options when it comes to choosing software to run your business. One, you can pick software multiple from multiple vendors and integrate them. Two, you can pick integrated software from a vendor that offers most of the apps you need to run you business. This session dwells into details about the advantages of choosing one vendor to run your business.