4141 Hacienda Dr, Pleasanton, CA
June 7 - 9, 2016

The Sales and Marketing Conference is designed to give you the resources you need to help your teams excel in their jobs. You'll gain valuable experience from our hands-on workshops, executive keynote presentations and one-on-one sessions. The Zoho team will be there to share practical tips on how to take your sales and marketing teams to the next level.

What to Expect at Zoholics?

Want to tailor Zoho to fit your business? Come join us in Pleasanton, CA for workshops and tutorials with our experts.

Who Should Come?

Everyone. Whether you're new to Zoho or a seasoned user, you'll learn valuable ways to do more with our products.

What You'll Get?

  • Interactive workshops that show you the best ways to use our products
  • Individual sessions with product experts to answer your questions
  • The opportunity to network with other Zoho users near you
  • Information on what's up and coming for Zoho


Workshop: Day 1

Workshop: Day 2

User Conference

June 7

7:00 - 9:00 AM Registration & Breakfast

9:00 - 9:15 AMWelcome Note - Mason

9:15 - 9:45 AMZoho: The Big Picture - Raju Vegesna

9:45 - 10:15 AM360 Degree View of Your Customer - Vijay

10:15 - 10:30 AM Break

12:30 - 1:15 PM Lunch

3:30 - 3:45 PM Break

5:30 - 7:00 PM Reception

*Agenda is subject to change before the event

Pleasanton, CA
4141 Hacienda Dr
Pleasanton, CA 94588


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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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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Arun Sasikumar

Manager, Pre-Sales

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

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Laura Burrus

Product Marketing Manager

Laura is a Product Marketing Manager for Zoho CRM where she is responsible...

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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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Vijay Sundaram

Chief Strategy Officer

Vijay Sundaram currently drives the strategy and direction of the productivity and collaboration applications at Zoho.

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Ambi Moorthy

Product Marketer

Ambi is the product marketer for Zoho SalesIQ. He is responsible for marketing strategy...

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Mason Hering


Mason Hering is the Sr. Evangelist at Zoho. Mason travels extensively meeting and speaking...

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Samir Meharali

Sales Engineer

Samir is a sales engineer at Zoho. His experience in service, support, risk management...

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Bala Ganesh

Customer Support Manager

Bala is a customer support manager and has been with Zoho for the past seven years...

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Taylor Backman


As an evangelist, Taylor spreads the word about Zoho's unique product suite...

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How can we help you?

Zoho: The Big Picture

In this session we'll provide an overview of the Zoho application suite and the philosophy behind it.

360 Degree View of Your Customer

Your customers interact with multiple departments, fluidly moving though multiple processes. Customer data must move through the applications you use just as freely. In this session we'll show you the power of integrated applications with Zoho CRM Plus.

CRM Basics & Defining Your Sales Process

In this session we'll discuss the essential concepts behind customer relatioship management.

Preparing CRM for Your Business: Customization

Every business is unique and your CRM system should reflect that. In this workshop you'll learn how to customize Zoho CRM to fit your sales process.

Convert Your Website Visitors into Customers using SalesIQ

Ready to revolutionize the way you use your website? In this session you'll learn how to identify, engage, support, and sell to your website visitors with Zoho SalesIQ.

Sending Email Campaigns using Zoho Campaigns

Email marketing is one of the most effective and efficient marketing channels. In this session we'll show you how to send awesome email campaigns with Zoho Campaigns.

Salesforce Automation

Automating sales activities is at the core of any CRM. In this workshop you'll learn how to take a new lead through the sales cycle in Zoho CRM, along with all the basic Zoho CRM concepts and terminology.

Integrated Sales & Marketing

We've talked about website visitor engagement and email marketing. In this session you'll see the power of integrating these processes with Zoho CRM, and with each other.

Multi-Channel Customer Support using Zoho Support

Do you know how to keep your customers happy? What about when they're experiencing a problem? In this session we'll show you how to deliver excellent customer service with Zoho Support.

User Management and Sharing in Zoho CRM

Everyone plays a role within an organization; each role comes with specific responsibilities, with specific data needs. In this session you'll learn how to set up organizational roles, and access and permission levels within Zoho CRM.

Mobile CRM

Computers aren't limited to desks anymore, and you shouldn't be either. In this session we'll show you how to sell from your mobile devices.

Ensuring Customer Satisfaction with Zoho Survey

Strong businesses don't just create customers, they keep them. In this session you'll learn how to measure customer satisfaction by asking the right questions at the right time with Zoho Survey.

Customer Engagement Through Social Channels

Are you making social media work for your business? In this session we'll show you how to creatively engage your customers through social media to improve your marketing, sales, and customer support processes.

By RickySales Tracking and Forecasting

Zoho CRM frees you up 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 and 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.

Audience: Sales Reps, Sales Managers, Marketing Manager, Top Executives, Business Owners

Objectives:This session helps you to:

  • Setting sales targets
  • Forecast sales
  • Sales performance reports
  • Tracking sales opportunities & pipeline
  • Lead qualification & conversion

By SamirAutomating Sales Activities with Workflow Rules

Want to automate the routine sales activities and concentrate more 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. Save time with workflow automation!

Audience: New to Zoho CRM

Objectives:This session helps you to:

  • Understand the importance of automating sales activities
  • Set up workflow rules, actions and webhooks
  • Set up case escalation rules and big deal alerts
  • Setup time-based actions
  • Set up assignment rules

By AmbiTrack and Engage Your Website Visitors with Zoho SalesIQ

Get the maximum value out of your website traffic. With the click of a button your sales team can live chat with a hot prospect and improve their online conversions. Why not leverage the data in Zoho CRM with Zoho SalesIQ? You'll be able to engage with your prospects in a more personalized manner.

Audience: Sales reps, Sales managers, Marketing manager and Business owners.

Objectives:This session helps you to:

  • Engaging prospects on your website
  • Vistor tracking
  • Live chat
  • Rule based live chat

By Praval SinghSocial Media Marketing with Zoho Social

How do you reach out and engage with your prospects & customers? Short answer: Social Media Marketing. Join us to see how can you get the most out of your social media marketing efforts with Zoho Social.

Audience: Marketers, Business owners and Salespeople

Objectives:This session helps you to:

  • Get an overview of how Zoho Social can help your business build and manage its social media presence.
  • Learn how you can cross-publish content across social networks, monitor what's being talked about you and engage with your audience in real-time.
  • Measure and analyze the impact of your social media marketing efforts with custom-reports that help you focus on what matters for your business.

By DilipReporting in CRM

Running reports and understanding how to filter out the data so you only get what you want is necessary if you want to gain an accurate understanding of how your sales team is performing. You need to know what type of report to create if you want to drill down into your CRM Data or get a bird's eye view of your team's overall performance.

Audience: CRM Administrators, Sales Reps, Sales Managers, Marketing Manager, Top Executives, Business Owners

Objectives:This session helps you to:

  • Understand different types of reports
  • How to schedule a report
  • How to create a report
  • How to filter data
  • How to add a report to a dashboard

By RickyZoho CRM for Mobile Sales Teams

The 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 nearby contacts, sync calendar with CRM and update progress of deals even from a remote location.

Audience: New to Zoho CRM

Objectives:This session helps you to:

  • Understand the importance of mobile sales
  • Download mobile apps
  • Activate Mobile App from CRM
  • Sync Conctacts and Calendar
  • Enter Leads from app

By GauthamZoho Survey: Getting the Most Out of Your Customer's Feedback

Surveys have become a tedious chore. However, they are also one of the most effective feedback tools available. This session will show you how Zoho Survey can help you attain the best out of your surveys. Learn how to get quality feedback, higher response rates, and better engagement with your customers is what you can look forward to, through learnings from this session.

Audience: Sales Managers, Marketing Managers, Business Owners

Objectives:This session helps you to:

  • Understanding the pitfalls in creating Surveys
  • Learning the Litmus test for better surveys
  • Discover the tools that Zoho Survey provides to create the best surveys.

By PrashanthMulti-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 Zoho Support can help your team create more customer happiness in every interaction. Learn how it integrates with CRM while improving agent productivity. Understand how customer service reporting can help your team continuously improve your service experience and deliver more happiness to customers everyday.

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
  • Understand how notifications and automation rules work
  • Understand all the customization options available to you
  • See how you don't have to be chained to a desk at all


Get inspired by interesting apps built by some of the most innovative developers.


A recap of Workshop Day 1 and Preview of Day 2

Email Integration within CRM

Email is essential to sales. In this workshop you'll learn how to integrate your business email with Zoho CRM. We'll discuss the Zoho Mail Add On via POP and IMAP; we'll also walk through setting up and installing Zoho CRM's Outlook Plug In.


A recap of Workshop Day 1 and Preview of Day 2

Collaboration & Productivity Inside Zoho CRM

How do you collaborate with your team? In this session we'll take a look at the different tools available within Zoho CRM improve communication and boost productivity.

Telephony Integrations within Zoho CRM

Hear from three of the top integration partners providing telephony integration with Zoho CRM.

Automation Using Workflows in Zoho CRM

What's better than getting your work done faster? Not having to do it in the first place. In this workshop you'll learn how to automate essential CRM processes so you can spend less time clicking, and more time selling.

Zoho CRM Integration With Google Apps

In this session you'll learn how Zoho and Google make running your entire business smarter and easier than ever before.

Measuring Marketing ROI with Google AdWords Integration

Ready to finally align marketing and sales goals? In this session you'll learn how to with the Zoho CRM and AdWords integration.

CRM Plus: The 360-degree View of Your Customer

In this session we'll take you through the products that make up CRM Plus, and how they allow you a 360 degree view of your customer. We'll also show you how to manage CRM Plus users and licenses within your organization.

Extending Zoho CRM with Zoho Creator

Have you ever wanted to do something with Zoho CRM that someone said was "impossible"? In this session you'll find out how to supercharge your CRM with Zoho Creator.

Analyzing Your CRM Data with Reports and Dashboards

What's one way to grow revenue? Improve your sales process. How do you improve your sales process? Take advantage of your sales data. In this session you'll learn how to create insightful reports and dashboards with your sales data.

CRM Best Practices

Ready for some expert tips and tricks? In this session you'll learn some best practices to optimize your CRM.

Advanced CRM Analytics Using Zoho Reports

Learn how to gain deeper insights from your CRM data using the business intelligence platform, Zoho Reports

Boost Sales with KPIs, Targets, & Contests in Zoho Motivator

This session helps you:

  • Leverage KPIs, Targets, Contests, & TV to boost sales, CRM adoption, and motivation
  • Distinguish between leading & lagging indicators and deploy them to your advantage
  • Learn about the latest new product updates

By Aravind NatarajanIntro to Zoho Reports and Advanced CRM Analytics

This session talks about business intelligence / analytics. Introduces you to Zoho Reports, Zoho's BI tool. And demonstrates how to set up advanced analytics for Zoho CRM, powered by Zoho Reports.

Audience: Sales, Marketing, Support, CXOs, IT, Business Owners

Objectives:This session helps you to:

  • Intro to business Intelligence / business analytics
  • Learn about Zoho Reports
  • Know about advanced analytics for Zoho CRM
  • Set up advanced analytics for Zoho CRM

By Ambi MoorthyAutomate Your Website Visitor Engagement in Real-time

Increase your sales conversions by automating your website visitor engagement. Configure intelligent triggers on your website and engage in contextual conversations with your prospects.

Audience: Marketing, Sales & Business Development

Objectives:This session helps you to:

  • Tagging your website visitors name & e-mail
  • Setting up intelligent triggers
  • Executing activity based customized actions

By SharanyaAdvanced Marketing Automation with Zoho Campaigns

Why should you consider moving from email marketing to email marketing automation? This session gives you a complete overview of the marketing automation features in Zoho Campaigns.

Audience: Marketing Teams

Objectives:This session helps you to:

  • Why choose email marketing automation?
  • What are the benefits of email marketing automation?
  • A product demo - Automation in Zoho Campaigns

By MeeraSocial Selling with Zoho CRM

During this session we'll talk about social selling and how you can make the most of the social features available on Zoho CRM. You'll also get a sneak peak at our upcoming new social features!

Audience: Business owners, Salespeople and Marketers

Objectives:This session helps you to:

  • Setup your social media channels on Zoho CRM
  • Generate Leads from social media
  • Interact with your prospects and customers

By TejasExtending CRM with Zoho Creator

Zoho CRM doesn't have to be limited to housing your sales information. You have needs that are unique to your business and require a simple to build extension that easily integrates with your CRM. Find out how Zoho Creator can help expand the scope of Zoho CRM.

Audience: CRM Administrator, Developers

Objectives:This session helps you to:

  • Learn the endless possibilities of Zoho Creator
  • Build your CRM to be more than just a Sales Platform
  • See how to build custom apps for both front office and back office needs

By TejasAdvanced CRM Automation with Custom Functions

Zoho CRM Custom functions help you to update the data in related CRM modules or third-party applications by executing easy to program scripts. When a record matches the workflow criteria, our workflow engine automatically triggers the custom function and can execute a variety of different actions. With custom functions, you can program scripts using our Deluge language (powered by Zoho Creator), associate them to workflow rules, and automate almost any business process.

Audience: CRM Administrator, Developers

Objectives:This session helps you to:

  • Learn to use the Gallery Functions available in the CRM
  • Build a Custom Function from scratch
  • Learn about the endless possibilities of automation with Custom Functions

By Ambi MoorthyIncrease Your Sales Conversions with SalesIQ's Targeted Lead Scoring

Turn your website into your little black book of leads for your to analyze and act on. Prioritize your leads as hot, war and cold to increase sales conversions.

Audience: Marketing, Sales & Business Development

Objectives:This session helps you to:

  • How to turn your website into a little black book of leads
  • How to act-on & analyze your website visitor list
  • Lead scoring techniques to increase sales conversions

By PrashanthZoho Support Next Gen Preview

Get introduced to the new Zoho Support. Over the last year, we've built a completely new experience from the ground up. You'll understand how it drastically elevates agent performance, helps the team function as a single strong unit and enables continuous improvement at every level. This is truly the next level in customer service software.

Audience: New to Zoho Support, Existing users of Zoho Support

By Susan Clark6 Keys to a Successful CRM Implementation

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.

Audience: Sales, Marketing, Top Management and CRM Administrators

Objectives:This session helps you to:

  • Lead management
  • Sales Pipeline management
  • Customization
  • Data Administration

By David Hilbert / Gopal SripadaNew Product Preview

Have you ever had difficulty motivating your sales team? Are the pressures of ever-increasing sales goals making your job less fun? In this session we’ll preview a new Zoho product that helps you boost sales performance, increase sales team engagement, and motivate adoption of CRM best practices – all while having more fun! Harness individuals’ competitive and collaborative natures. Boost opportunities for self-improvement and coaching. Gain real-time visibility into the health of your sales pipeline with “one-click” actions to get the most out of your team and your CRM investment. Come to this session to find out how.

Audience: Sales and Marketing

By Austin TalbertCustomer Service from A to Z: Practical Lessons from the World's Best Brands

Free lessons from the world's most beloved brands. Grab practical advice from the brands we all love—from Amazon, to Zappos—on improving your customer service, sales efforts and the value of your marketing. Regardless of your role—business owner, manager, or team member—you will walk away armed with proven, helpful tips you can start using TODAY.

Audience: Everyone willing to learn

Objectives:This session helps you to:

  • Discovering the not-so-secret super powers the world's most loved brands share.
  • Learning proven, practical wisdom to help you and your team thrive.
  • Morph awe of the best into inspiration.

By Austin TalbertCustomer Service in Context: Unlocking the Power of Your Existing Customer Data

Your business already has a massive treasure trove hidden inside your customer data—you just need the map. Zoho Support in tandem with Zoho CRM unlocks the value of your existing customer data and unleashed the full power of marketing + sales + customer service in tandem.

Audience: Customer Service, Business Owners, Sales Managers, Account Reps, Support Agents

Objectives:This session helps you to:

  • Understand the true importance of context in customer relationships
  • See how CRM + Support arms everyone with valuable context at the right moment.
  • Gaze into the future of deeper context.

The Evolution of Marketing, Sales & Support Apps

In this session you'll learn about the evolution of customer-facing applications, and the direction in which they're heading.

Reimagining CRM: Part 1

A significant aspect of the new CRM release is the improvement in the user experience. Here we'll talk about some of the highlights.

Reimagining CRM: Part 2

There are more changes to Zoho CRM than just cosmetic ones. In this session we'll discuss a number of new features, functions, and capabilities in the latest CRM release.

New Product Preview

Sneak Peek into an upcoming product from Zoho

Marketing Automation with Zoho Campaigns

In this session you'll learn how to improve sales with marketing automation, which allows you to create processes that actively nurture and qualify leads. We'll also take a look at what's new in Zoho Campaigns.

Next Generation Customer Service Using Zoho Desk

In this session we'll take a look at the re-invention of Zoho Support, now called Zoho Desk.

Enabling Futuristic Technologies

In the future your CRM may need to integrate with business technologies that are currently being invetned. In this session we'll discuss how Zoho applications are planning for new technologies.

Zoho Ecosystem: Partner Discussions

To close out the conference we'll have an interactive session between Zoho customers and partners.