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4141 Hacienda Drive
Pleasanton, CA 94588
July 7-9th, 2014
Monday-Wednesday

Zoholics: Sales & Marketing is the event for in-depth, multi-day user conference for Zoho CRM, Campaigns, Support, LiveDesk, Survey and Contact Manager applications.

There’ll be over 40 jam-packed training sessions, covering every level of user: beginner, intermediate, and advanced .

We’ll also preview several upcoming features and integrations to help keep you ahead of the curve.

Most importantly, we’ve included plenty of time slots for 1-on-1 meetings with members of our team to receive feedback directly from you and make sure you get immediate answers to your questions.


Agenda

Day 1

Day 2

Day 3

Jul 07

End Users

Administrators

Integrations

7:00 - 9:00 AM Registration & Breakfast

9:00 - 9:15 AMWelcome Note - Raju Vegesna, Chief Evangelist

9:15 - 10:00 AMKeynote - Sridhar Vembu, CEO

10:00 - 10:45 AMBusiness Application Market Overview - Raju Vegesna, Chief Evangelist

10:45 - 11:00 AM Break

11:00 - 11:45 AMBuilding a Customer Driven Company - Mani Vembu, COO

11:45 - 12:30 PMEnd to End with Zoho - Rodrigo Vaca, VP Marketing

12:30 - 1:30 PM Lunch

3:15 - 3:30 PMBreak

  • Track 2
  • 3:30 - 4:15 PMLead Management - Best Practices - Jeanie Sanders
  • 4:15 - 5:00 PMMaintaining Clean & Accurate Customer Information in CRM - Bala

5:00 - 7:00 PMReception

By Jeanie Sanders Zoho CRM for Beginners

Are you using CRM for the first time? Or recently switched to Zoho CRM? Gain maximum 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 lots more, to help you get started quickly.

Products: Zoho CRM
Edition: Free, Standard, Professional and Enterprise
Audience: New to Zoho CRM

Objectives:This session helps you to:

  • Understand Customer life cycle
  • Navigate Zoho CRM user interface
  • Understand key terminology
  • Personalize CRM (date, time, currency, signature, etc.)
  • Personalize Home page
  • Understand common operations
  • Access Zoho CRM Resources
  • Contact Zoho Support – Email/Phone/Self-service/Forums/Social

By Ricky Sales Tracking and Forecasting

Zoho CRM frees you to do what you do best: selling. Automate sales follow-ups, improve conversion and focus on creating and capturing opportunities.In this session, learn where every prospect is in the sales cycle, deal size, chances of winning deals, even 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.

Products: Zoho CRM
Edition: Free, Professional and Enterprise
Audience: Sales Reps, Sales Managers, Marketing Manager, Top Executives, Business Owners

Objectives:This session helps you to:

  • Understand Different Types of businesses – B2B / B2C
  • Understand Lead Generation techniques
  • Lead Qualification & Conversion
  • Track Sales Opportunities & Pipeline
  • Account & Contact management
  • Set Sales Targets
  • Forecast Sales
  • Sales Performance Reports
  • Sales Dashboards

By Bala 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 seveworal 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.

Products: Zoho CRM
Edition: Free, Professional and Enterprise
Audience: CRM Administrators, Sales Managers, Business Owners

Objectives:This session helps you to:

  • Understand Standard Tabs
  • Change colors of user interface
  • Organize Tabs
  • Understand Standard fields
  • Add basic custom fields (Date, text, textbox, URL, email etc.)
  • Add drop-down type custom fields
  • Add formula fields
  • Add Special fields
  • Organize Page layout
  • Organize related lists
  • Group tabs
  • Understand Search layout
  • Organize Business Card viewc
  • Manage Webtabs
  • Maintaining Customization Checklists

By Tejas Sales Force Automation Using 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 to configure workflow rules, like lead assignment, big deal alerts, case escalation and automatic field updates.

Products: Zoho CRM
Edition: Standard, Professional and Enterprise
Audience: New to Zoho CRM

Objectives:This session helps you to:

  • Understand importance of automating sales activites
  • Set up workflow rules
  • Set up workflow actions
  • Set up webhooks
  • Set up time-based actions
  • Assignment rules
  • Big deal alert
  • Set up Case escalation rules
  • Use workflow rules in real-time (import data, web forms)
  • Business scenarios

By Arun Contextual Integration Between CRM and Email

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 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.

Products: Zoho CRM, Zoho Mail, Zoho CRM Plug-in for Microsoft Outlook
Edition: Professional and Enterprise
Audience: Sales Reps, Sales Managers, Marketing Manager, Top Executives, Business Owners.

Objectives:This session helps you to:

  • Understand importance of Email in Sales
  • Send Email from CRM
  • Configure Email Integration
  • Receive Emails within CRM
  • Receive Mail Notifications
  • Copy emails from 3 rd party mail clients
  • Integration with MS Outlook

By 6666666666666666666666666666 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 7777777777777777777777777777 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 888888888888888888888 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By Ricky Zoho CRM for Mobile Sales Force

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're 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.

Products: Zoho CRM, Mobile App for iPhone/Android/iPad
Edition: Standard, Professional and Enterprise
Audience: New to Zoho CRM

Objectives:This session helps you to:

  • Understand importance of Mobile Sales
  • Download Mobile Apps
  • Activate Mobile App from CRM
  • Sync Contacts
  • Sync Calendar
  • Leads App
  • Card Scanner App

By Arun Data-driven Sales & Marketing using Advanced CRM Analytics

Zoho CRM offers a broad range of pre-defined reports and dashboards. If you want to leverage the goldmine of raw data in CRM to create advanced sales & marketing reports, then this session is for you. Learn how to activate Zoho Reports integration for your CRM users, activate more than 70 advanced sales reports, and customize to suit your sales needs. This session will also cover how to easily slice & dice your CRM data, and create insightful key performance indicators (KPIs) for your business.

Products: Zoho CRM and Zoho Reports
Edition: Standard, Professional, and Enterprise
Audience: Marketing Professionals, Event Managers

Objectives:This session helps you to:

  • Understand CRM Reports and Dashboards
  • Set up Advanced CRM Analytics
  • Schedule Data transfer from CRM to Reports
  • Understand Reports user interface

By Gopal Enhance Your CRM Using Third-Party Integrations

A CRM solution generates 100% benefits of customer life cycle management when it truly exchange 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.

Products: Zoho CRM, Zoho Projects, Zoho Writer, and 3rd-party Apps
Edition: Free, Standard, Professional, and Enterprise
Audience: Sales and Marketing professionals, CRM Administrators and Business Owners

Objectives:This session helps you to:

  • Understand th importance of 3rd party CRM Integrations
  • Integrate with Zoho Writer
  • Integrate with Zoho Projects
  • Integrate with Microsoft Office

By Shaun Banta Integrating Zoho CRM with 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 CRM, this session is for you. You'll learn how to synchronize emails, contacts, calendar and tasks between CRM and Google Apps. Gain hands-on experience with setting up web to lead form in your Google Sites and configure Contextual Gadgets in Gmail.

Products: Zoho CRM and Google Apps
Edition: Standard, Professional, and Enterprise
Audience: Sales & Marketing, CRM Administrators

Objectives:This session helps you to:

  • Understand importance of CRM Integration with Google Apps
  • Install CRM App from Google Apps Marketplace
  • Add Google Apps Users to CRM
  • Import Contacts from Google Apps to CRM
  • Configure GMail in CRM
  • Synchronize Email between CRM and GMail
  • Synchronize Calendar between CRM and Google Calendar
  • Host Web Forms in Google Sites
  • Attach Files from Google Drive to CRM
  • Embed CRM Contextual Gadgets in GMail

By Shankar R Tracking ROI from Your Google AdWords Investment

Google AdWords is a cost-effective online advertising platform to generate leads for you business. And integration with Zoho CRM helps you track ROI of your marketing expenditure. Learn how to set up web to lead form for AdWords campaigns, manage ads within CRM, and track ROI of each campaign. In addition, this session will cover pre-built reports for ad campaigns and customizing reports as per your business needs.

Products: Zoho CRM, Google Adwords
Edition: Enterprise
Audience: Marketing Executives, Google Adwords Manager, CRM Administrator

Objectives:This session helps you to:

  • Understand Importance of Google Adwords Integration with Zoho CRM
  • Connect CRM and Google Adwords Account
  • Set up Google Adwords Campaign from CRM
  • Set up Web to Lead form for Adwords campaign
  • Track ROI of Campaigns

By 5A5A5A5A5A5A5A5A5A5A5A5A5A5A5A Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 6A6A6A6A6A6A6A6A6AA6A6A6A6 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 7AA7A7A7A7A7A77A7A7AA77A7A Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 8A8A88A8AA8A88A8A8A8A8AAA8A8 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 9A9A9A9A9A9A9A9A9A9AA9A9A9A9 Creating Custom Applications For Your Business

This session is designed specifically for the new users. Here, you would learn to create your app from scratch. More importantly, we will delve into how you could meet your business challenges/make your business processes more efficient with custom apps.

By 10101aaaaaaaaaaaaaaaaaaaaaaaaaa10 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

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Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 12aaaaaaaaaaaaaaaaaaaaaaa121212 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 13131aaaaaaaaaaaaaaaaaaaaaaaaaaa1131311 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 1414aaaaaaaaaaaaaaaaaaaaaaaaaaa141414 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 15151511aaaaaaaaaaaaaaaaaaaaa151115151 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 16A16A16A16AAAAAAAAAAAAA1616161616 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By Susan Clark Getting the Most Out of CRM

The success of CRM implementation mainly 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. In this session, we 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.

Products: Zoho CRM
Edition: Free, Standard, Professional, and Enterprise
Audience: Sales, Marketing, Top Management and CRM Administrators

Objectives:This session helps you to:

  • Lead management
  • Sales Pipeline management
  • Customization
  • Data Administration
  • Data Security
  • Woc automation
  • API and Integrations

By Austin Talbert Multi-channel customer service using Zoho Support

Great customer service is a substantial competitive edge, and rightly so. It's tricky to deliver great customer service even with an enthusiastic team. The right software can make that a lot less tricky. You'll get to see how the new Zoho Support can help your team create more customer happiness in every interaction. Learn how it integrates with CRM while improving agent productivity and collaboration within the team. Understand how real-time performance insights can help your team continuously improve the customer service experience.

Products: Zoho Support
Edition: Free, Professional and Enterprise
Audience: New to Zoho Support

Objectives:This session helps you to:

  • Understand what Zoho Support is
  • Learn basic terms used in the product
  • Get an overview of Multi-channel customer service
  • See how integrating with a CRM can be extremely useful
  • Watch how agents can be more productive
  • Learn how they can collaborate with other agents on tickets
  • Understand how notifications and automation rules work
  • Get a glimpse of the new Control Center Dashboard
  • Understand all the customization options available to you
  • See how you don't have to be chained to a desk at all

By Prashanth / Austin Automating Customer Support Process to Work With Sales

The real value in a customer service software is in being able to capture business processes and reduce human intervention in them wherever possible. The former involves activities like displaying contextual customer information pulled in from CRM, notifying customers of updates in their tickets and applying SLAs to tickets. The latter involves activities like escalating tickets based on conditions, closing inactive open tickets and updating ticket fields based on conditions. Using workflow rules, time-based action rules, notifications and custom functions, you'll learn exactly how Zoho Support lets you automate activities and improve your team's productivity.

Products: Zoho Support
Edition: Professional and Enterprise
Audience: Advanced Zoho CRM and Zoho Support users

Objectives:This session helps you to:

  • Understand the difference between various kinds of automation
  • Learn how to reduce unnecessary human intervention
  • See how your processes can be automated via flexible rules
  • Learn how custom functions can help automate processes across Sales & other functions

By Prashanth / Austin Best Practices in Customer Service

If you're running a business, then customer service could soon be your #1 competitive advantage. Understand how to build processes and culture complimented by the right software. Learn how to bring about better agent productivity and continuous improvement in your customer service team. See how you can build a good culture within your team.

Products: Zoho Support
Edition: Professional and Enterprise
Audience: All Zoho Support users

By Meera Engaging with Customers through Social Channels - Support, Campaigns & CRM

Social Media is a natural extension of your sales and marketing activity. Get a 360-degree view of your social customer with Zoho CRM, Support and Campaigns. Close deals faster by listening on social media. Delight your customers with social customer support. Publish and share content to engage with your audience on social networks.

Products: Zoho CRM, Zoho Support, Zoho Campaigns, Twitter, and Facebook
Edition: Standard, Professional and Enterprise
Audience: Business owners, Salespeople and Marketers

Objectives:This session helps you to:

  • Include social listening into your sales process with Zoho CRM - focus on the signals you need at every stage of the sales sycle
  • Identify support issues on social media. Create and close tickets in real-time with Zoho Support
  • Run social campaigns with Zoho Campaigns - Auto-share your email campaigns. Publish, schedule and share content across popular social networks. Create landing pages for visitors to your Facebook page.

By Ambi Moorthy Engage Visitors and Prospects with Zoho LiveDesk

A live chat software is one of the key differentiators when it comes to engaging website visitors.

Get the maximum value out of your website traffic. Click of a button your sales team can live chat with a hot prospect, and improve their online conversions. Also engage with prospects in a more personalized manner by leveraging Zoho CRM data integrated with Zoho LiveDesk.

Products: Zoho LiveDesk.
Edition: Free, Basic, Professional, and Enterprise.
Audience: Sales reps, Sales managers, Marketing manager and Business owners.

Objectives:This session helps you to:

  • Prospct engagement.
  • Visitor tracking.
  • Proactive chat.
  • Personalized chat.
  • Rule based live chat.
  • Zoho CRM Integration.
  • Live chat in email marketing.

By 4bbbbbbbbbbbbbbbbbbbbbbb4444444444 Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 55555555555555555bbbbbbbbbbbbbbb Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 66666666666666bbbbbbbbbbbbbbb Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 77777777777777777bbbbbbbbbbbb Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 888888888888888bbbbbbbbbbbbbbbb Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 99999999999999999999bbbbbbbbbbb Creating Custom Applications For Your Business

This session is designed specifically for the new users. Here, you would learn to create your app from scratch. More importantly, we will delve into how you could meet your business challenges/make your business processes more efficient with custom apps.

By 1010101010bbbbbbbbbbbbbbb Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

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Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

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Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 13113311313bbbbbbbbbbbbbbbbb Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

By 141414bbbbbbbbbbbbbbbbbb Customizing and Publishing your Applications.

Customizing your apps to give it the right look and feel that complements your brand is important. These custom apps you build can be embedded into your website or published for all. This session would walk you through the customization options & publishing steps.

Register Now

Pleasanton, CA
4141 Hacienda Dr
Pleasanton, CA 94588

Speakers

Sridhar Vembu

CEO, Zoho

Sridhar Vembu co-founded Zoho Corp (originally known as AdventNet) in 1996...

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Raju Vegesna

Chief Evangelist

Raju is the evangelist for Zoho. In his 12 years with the company,

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Rodrigo Vaca

Vice President, Product Marketing

Rodrigo Vaca is Zoho’s Vice President of Marketing, where among other things he is responsible for branding...

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Raj Sabhlok

President Zoho Corp

Raj Sabhlok is the president of ManageEngine and Zoho.com, both divisions of Zoho Corp.

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Ricky Thakrar

Sales Manager

Ricky Thakrar is one of the regional Sales Managers at Zoho. He manages the sales team for...

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Tejas Gadhia

Sales Engineer

Over the past five years, Tejas Gadhia has dedicated himself to becoming an expert in customer service...

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Jeanie Sanders

Jeanie is a Logical Operations Instructor with 15 years of classroom experience. She is certified by Microsoft....

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Arun Sasikumar

Manager, Pre-Sales

I joined Zoho in 2009 as Zoho CRM Support Engineer with several years of experience...

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Warren Wong

Evangelist

Warren Wong is an evangelist for Zoho. He first began as a client with Zoho CRM in Macau...

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Gopal Sripada

Senior Product Marketing Manager

Gopal Sripada is one of the founding members of the Zoho CRM product team. During initial stage of development...

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Sharanya Ramachandran

Product Marketing Manager

Sharanya Ramachandran manages Product Marketing for Zoho Campaigns where among other things she's responsible...

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Praval Singh

Senior Product Marketing Manager

Praval is Senior Product Marketing Manager at Zoho. He is responsible for product-market fit...

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Meera Sapra

Senior Marketing Manager

Meera Sapra is Senior Marketing Manager at Zoho, where she has led social media marketing since the last 4 years...

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Sarah Bailey

Product Marketer

Sarah Bailey is a Product Marketer for Zoho Campaigns. She is the newest member to the Campaigns team...

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Contact UsIf you have any questions related to the event, please drop us a line. Also read faq