On-Demand webinars

Watch at your convenience! Our in-depth videos cover the full range of Zoho CRM features, and help you set it up the right way.

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  • Sales contract management in Zoho CRM

    Integrate with Zoho Contracts to streamline the contract lifecycle, improve sales productivity, and enhance buyer experience during contract negotiations.

    Arjun K BLead - Product Marketer
    Watch Now36m 28s

    Arjun K B

    Lead - Product Marketer

    Arjun is a product marketing lead at Zoho. He is passionate about contract management and writes and talks extensively on this topic. He helps businesses keep up with the latest trends in contracting and commerce. Music and books are what he returns to from work.

  • Sign and close deals faster in Zoho CRM

    Learn how you can streamline document signing and close deals with Zoho Sign extension for Zoho CRM.

     

     

     

    Shravan AthreProduct Expert
    Watch Now25m 30s

    Shravan Athre

    Product Expert

    Shravan is a product expert at Zoho, specializing in customer support and solution engineering. He is keen in understanding the client's problem statement and offering a solution to fit their needs. He has an experience of 6+ years in customer handling and support and is responsible for bridging the gap between the client and the product engineering team. A hobby-pianist and an enthusiastic biker when away from work.

  • Organize and visualize data better with mail merge templates

    Use the group by feature in Zoho CRM's mail merge templates to organize and present your data more effectively. 

     

     

     

    GauthamProduct Expert
    Watch Now59m 20s

    Gautham

    Product Expert

    Gautham is a solution-focused product specialist with extensive experience in online document management systems and office suites. Throughout his career, he has consistently showcased his expertise by providing timely and effective solutions that align with the unique needs of the customers. 

  • Zoho CRM for Manufacturing

    Understand how a manufacturer can build relationships with suppliers, vendors, customers, and other key stakeholders using a CRM.

    Vaagdevi RavishankarUser Education
    Watch Now34m 03s

    Vaagdevi Ravishankar

    User Education

    Vaagdevi Ravishankar is a part of the Zoho CRM user education team. With a background in content writing and instructional design coupled with a keen interest for CRM that she developed over nearly a decade with Zoho, she designs the curriculum for the Zoho CRM educational materials and courses.

  • Zoho CRM for Donor Relationship Management

    Understand how NPOs can manage and retain donors, monitor funds, and mobilize volunteers to ensure their efforts reach the intended beneficiaries.

    Vaagdevi RavishankarUser Education
    Watch Now1h 21m 21s

    Vaagdevi Ravishankar

    User Education

    Vaagdevi Ravishankar is a part of the Zoho CRM user education team. With a background in content writing and instructional design coupled with a keen interest for CRM that she developed over nearly a decade with Zoho, she designs the curriculum for the Zoho CRM educational materials and courses.

  • Optimize record creation with contextual forms

    Use Wizards to streamline CRM data entry and guide users through record creation.

    RamyaSenior Product Support Engineer
    Watch Now29m 24s

    Ramya

    Senior Product Support Engineer

    Ramya is a product support engineer at Zoho who is keen in helping new prospective clients in getting introduced to Zoho CRM. She strongly believes that customers are the biggest assets of any company, hence takes meticulous efforts to ensure the happiness of the prospects through her informative webinars.

  • Maximize benefits from customer emails with AI

    Prioritize your emails based on intent, use data enrichment from signatures, and capture events from emails using Zia for Emails feature.

    Mano SivanandanAssociate Product Manager
    Watch Now15m 19s

    Mano Sivanandan

    Associate Product Manager

    Mano Sivanandan is a product manager at Zoho. She helps new and prospective clients familiarize themselves with the intricacies of Zoho CRM, and teaches them how to customize it to suit their business needs. She also hosts interactive webinars to help them learn to set up Zoho CRM on their own.

  • Deliver personalized customer solutions with Segmentation

    Identify and segment your customers based on RFM model and its various applications.

    Mano SivanandanAssociate Product Manager
    Watch Now30m 21s

    Mano Sivanandan

    Associate Product Manager

    Mano Sivanandan is a product manager at Zoho. She helps new and prospective clients familiarize themselves with the intricacies of Zoho CRM, and teaches them how to customize it to suit their business needs. She also hosts interactive webinars to help them learn to set up Zoho CRM on their own.

  • Assess campaign performance using Marketing Attribution

    Explore the 6 types of attribution models in Zoho CRM and how you can use them to analyze your marketing campaigns for better returns.

    Mano SivanandanAssociate Product Manager
    Watch Now43m 34s

    Mano Sivanandan

    Associate Product Manager

    Mano Sivanandan is a product manager at Zoho. She helps new and prospective clients familiarize themselves with the intricacies of Zoho CRM, and teaches them how to customize it to suit their business needs. She also hosts interactive webinars to help them learn to set up Zoho CRM on their own.

  • Identify quality leads using Webform Analytics and A/B Testing

    Build and test different versions of a webform. Identify the best version and analyze its performance using webform analytics.

    Mano SivanandanAssociate Product Manager
    Watch Now27m 7s

    Mano Sivanandan

    Associate Product Manager

    Mano Sivanandan is a product manager at Zoho. She helps new and prospective clients familiarize themselves with the intricacies of Zoho CRM, and teaches them how to customize it to suit their business needs. She also hosts interactive webinars to help them learn to set up Zoho CRM on their own.

  • Enhanced business efficiency with Zia

    Learn about key Zia features and how you can save time and efforts for your sales team and improve their productivity.

    Mano SivanandanAssociate Product Manager
    Watch Now33m 8s

    Mano Sivanandan

    Associate Product Manager

    Mano Sivanandan is a product manager at Zoho. She helps new and prospective clients familiarize themselves with the intricacies of Zoho CRM, and teaches them how to customize it to suit their business needs. She also hosts interactive webinars to help them learn to set up Zoho CRM on their own.

  • Business Analytics in Zoho CRM

    Track key business metrics, identify patterns and anomalies, and get valuable insights to strengthen your business.

    Mano SivanandanAssociate Product Manager
    Watch Now35m 52s

    Mano Sivanandan

    Associate Product Manager

    Mano Sivanandan is a product manager at Zoho. She helps new and prospective clients familiarize themselves with the intricacies of Zoho CRM, and teaches them how to customize it to suit their business needs. She also hosts interactive webinars to help them learn to set up Zoho CRM on their own.

  • Equip your team with high-quality data with Review Processes

    Validate data to ensure only the right data enters your CRM using the Review Process feature.

    Mano SivanandanAssociate Product Manager
    Watch Now22m 29s

    Mano Sivanandan

    Associate Product Manager

    Mano Sivanandan is a product manager at Zoho. She helps new and prospective clients familiarize themselves with the intricacies of Zoho CRM, and teaches them how to customize it to suit their business needs. She also hosts interactive webinars to help them learn to set up Zoho CRM on their own.

  • Manage sales activities effectively with multiple sales pipelines

    Learn how to create and work with multiple sales pipelines and handle your sales processes systematically.

    Mano SivanandanAssociate Product Manager
    Watch Now19m 20s

    Mano Sivanandan

    Associate Product Manager

    Mano Sivanandan is a product manager at Zoho. She helps new and prospective clients familiarize themselves with the intricacies of Zoho CRM, and teaches them how to customize it to suit their business needs. She also hosts interactive webinars to help them learn to set up Zoho CRM on their own.

  • Improve sales efficiency with workflows for emails and calls

    Automate follow-up activities and set workflow rules for emails and calls.

    Mano SivanandanAssociate Product Manager
    Watch Now17m 53s

    Mano Sivanandan

    Associate Product Manager

    Mano Sivanandan is a product manager at Zoho. She helps new and prospective clients familiarize themselves with the intricacies of Zoho CRM, and teaches them how to customize it to suit their business needs. She also hosts interactive webinars to help them learn to set up Zoho CRM on their own.

  • Successful sales collaboration in the remote world

    Learn how remote sales office can enable your sales team to collaborate and do their best work from anywhere.

    Padmanaban JManager - Customer Support
    Watch Now40m 25s

    Padmanaban J

    Manager - Customer Support

    Padmanaban focuses on onboarding and helping customers implement how Zoho CRM can be used in real-world scenarios effectively. Customers appreciate his great depth of knowledge coupled with his friendly and positive attitude.

  • Sales Enablement: Empower your sales team with the right tools

    Discover the various tools available in Zoho CRM that will help your sales team sell more effectively.

    Arun KManager - Customer Support
    Watch Now29m 12s

    Arun K

    Manager - Customer Support

    Arun K is a customer support manager at Zoho. He onboards new customers with training and guidance during this crucial phase of implementation. His ability to quickly understand the needs of his customers and provide customized solutions helps him build a strong rapport with customers.

  • Sales force automation for improved team productivity

    Overcome daily productivity challenges faced by your sales teams and become more efficient.

    Shehzad ZaverLead - Technical Support
    Watch Now47m 29s

    Shehzad Zaver

    Lead - Technical Support

    Shehzad Zaver is a technical support lead at Zoho. His strong interpersonal and communication skills help him to effortlessly strike up a conversation and build a rapport with customers. He believes in exploring different avenues, taking on new challenges, and learning from all his experiences.

  • AI in Zoho CRM: Sell better and faster!

    Use Zia to take care of repetitive manual tasks, while your sales team focuses on actual selling.

    Arun KManager - Customer Support
    Watch Now38m 37s

    Arun K

    Manager - Customer Support

    Arun K is a customer support manager at Zoho. He onboards new customers with training and guidance during this crucial phase of implementation. His ability to quickly understand the needs of his customers and provide customized solutions helps him build a strong rapport with customers.

  • Sales pipeline management in Zoho CRM

    Build a standardized and repeatable sales process in Zoho CRM.

    Padmanaban JManager - Customer Support
    Watch Now54m 20s

    Padmanaban J

    Manager - Customer Support

    Padmanaban focuses on onboarding and helping customers implement how Zoho CRM can be used in real-world scenarios effectively. Customers appreciate his great depth of knowledge coupled with his friendly and positive attitude.

  • GDPR compliance with Zoho CRM

    Understand and comply with the various rights that customers have over their data under GDPR.

    Mustaq Ahmed NazeerSenior Manager - Presales
    Watch Now29m 0s

    Mustaq Ahmed Nazeer

    Senior Manager - Presales

    Mustaq is a seasoned product expert with a decade of experience at Zoho. He is deeply passionate about staying abreast of the latest technologies and engaging in discussions about them. He leverages tailored technological solutions for streamlining and enhancing business processes.