Zoho CRM is all about helping you sell smarter, better, and faster, right? It allows you to engage with prospects more efficiently and across multiple channels, no matter your company size. While Zoho CRM keeps you selling smart, we know there’s a lot to learn and so much to customize.

So we decided to help you all out. We’re opening up our home office in Pleasanton, CA for Zoho One-on-One, a free service to help our Zoho CRM customers learn how to optimize their CRM to fit the needs of their unique business. With Zoho One-on-One, you’ll be able to schedule an in-person free appointment with our CRM expert to discuss ways you can elevate your CRM to work smarter, not harder.

You can get help with everything from creating automation workflows to assignment and scoring rules, setting up web forms to capture your leads, replicating business processes with Blueprints, and so much more. Unlike our workshops or seminars, Zoho One-on-One provides a personalized session at our home office in Pleasanton, CA so that you can really hone in on your business’ CRM goals and accomplish them, right then and there.

Did we mention we’re dedicating our best and brightest to help you navigate the CRM waters? Meet Mandy, our Zoho CRM genius, who’ll be helping you with all your CRM needs these next few weeks. Mandy’s a pro in helping new clients with setup and implementation and she’s looking forward to helping more advanced users make the most out of Zoho CRM.  

So let’s see if Zoho One-on-One is a good fit for you:

  • Do you already have Zoho CRM?
  • Do you need help optimizing Zoho CRM to work more efficiently for your business?
  • Are you located near Pleasanton, CA?

If you checked all three of the above, you’re ready to set up your appointment with Mandy and get your CRM soaring. Just click here and choose the best time to head out to our Pleasanton, CA office to work with Mandy face-to-face. And give yourself a pat on the back for helping your business run more efficiently than ever!

Schedule your in-person appointment now.