Zoho Partners Webinars

Join us for an insightful webinar as we delve into how Zoho Books can simplify and optimise your accounting firm's back office operations and stay on top of your taxes. This session will explore the challenges faced by accounting professionals and demonstrate how Zoho Books address these issues head-on. Discover practical strategies for streamlining your business finance and operations, empowering you to thrive in a competitive landscape, driving growth and success.

Manually crafting sales contracts, proposals, and purchase orders can be time-consuming and error-prone. Discover how to transform your document generation process by integrating Zoho CRM with Zoho Writer. In this session, you’ll learn how to: Automatically generate personalized documents—such as contracts, quotes, and agreements—directly from CRM data. Implement no-code workflows to streamline document creation and approval processes. Utilize Zoho Flow to trigger document generation based on CRM events like new leads or deal closures. Incorporate conditional logic to tailor documents to specific client needs. Collect e-signatures seamlessly using Zoho Sign, enhancing your end-to-end automation. Join us to see how integrating Zoho CRM and Zoho Writer can save time, reduce errors, and accelerate your sales cycle.

By Gautham BalajiSenior Technical Support Engineer, Zoho

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This webinar series introduces the latest release of Zoho WorkDrive 5.0 and explains its importance for partners and enterprise clients. The agenda includes segments on smarter user management and easy onboarding, strengthened admin controls, structuring enterprise data, creating and editing content effortlessly, and quick access and content categorization. Each segment includes a use case to demonstrate the practical application of these features in different industries. The webinar also covers key takeaways from Part 1, what to expect for Part 2, and resources and assistance available from Zoho WorkDrive.

By Seeni Manager - Customer Support & Success, Balaji | Manager - Customer Success | Zoho WorkDrive

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This is the second part of our ongoing webinar series, where we are showcasing the latest features and enhancements in Zoho WorkDrive 5.0. In this session, titled "Built for Impact: Transforming Collaboration and Custom Workflows," we will dive deeper into how these new capabilities can significantly enhance teamwork, streamline processes, and offer more customizable solutions for your unique business needs.

By Balaji VManager - Customer Success | Zoho WorkDrive

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