Join us for a two-day workshop on customizing Zoho CRM by identifying and implementing your sales process, setting up advanced workflow automation and building custom reports.
Sometimes setting up your CRM to support your business can be a daunting task, especially if you're just getting started. We want to help you get a jump-start on your administrative duties by giving you the nuts and bolts needed to start reaping the benefits of using Zoho CRM.
By the end of the workshop, you'll accomplish the following:
...and much more!
Exercise 1: Sales Process
Before implementing a CRM system, it is important to visualize and understand your
business process. Build a flow chart step by step: from lead generation to qualification
to pipeline. We will detail each step and relate it to Zoho CRM modules and
Task: Draw out your sales process
Exercise 2: Settings (Personal & Company)
Exercise 3: Basic customization
Exercise 4: User Management
Exercise 5: Adding Data
Exercise 6: Sales force Automation
5:00 - 7:00 PMEvening Reception
*Agenda is subject to change before the event FAQ
- Have a Zoho CRM Account. If you don't have one, sign up for one before you arrive.
- Have administrator access to your Zoho CRM account. If you don't then ask your administrator to grant you access before attending the workshop
- Be ready to learn and integrate your sales processes in your CRM
- Need to know how to setup your CRM. We're going to do that together.
- Need any previous training.
- Need to be a genius.
We highly recommend that you attend both days so you get the most out of the workshop. Each session will build on the previous session(s). Please keep in mind that day two is a continuation of the topics covered in day one and won't be as useful if you didn't attend day one.
Your laptop and power cord.
At Zoho, we're pretty relaxed and want our attendees to be relaxed too. You're welcome to wear whatever you feel comfortable in. Please just leave your pajamas at home.
If you're coming from out of town, we recommend staying on-site where the workshop is being held. There are plenty of other hotels available in the area as well.