Accelerate your Sales & Marketing Pipeline: Zoho CRM Automation Workshop

Meet Zoho: 50+ integrated apps to rescue you from Excel purgatory. Experience scalable processes designed for your growth.
About this Event

Why Zoho?

In the early stages, burying your processes in an infinite loop of spreadsheets is a recipe for a headache. Zoho offers an integrated suite of over 50 apps covering everything from CRM and Marketing to Finance and Project Management.

The goal: Your infrastructure should scale with your growth—not your expenses. 💸

Exclusive perks for startups:

• Massive Starting Credit: Participanting startups will receive up to €4,000 in Zoho Wallet Credits. This allows you to use almost all Zoho applications for a significant period at absolutely no cost. 🎁
• Goodbye, Tool Chaos: Since all apps (CRM, Finance, HR, Collaboration) are natively linked, you can skip the "Frankenstein" approach to software integration. 🛠️
• Startup-Specific Onboarding: As part of this partnership, you get access to specialized resources and direct support from people who actually speak "Startup." 🤝
• Expert Access: Starting in Q2, we’ll be hosting regular virtual office hours with Zoho experts. Stay tuned! 📅
• Transparency: building an investor database and pipeline early on saves you massive time. Clean CRM and organized finances are absolute gold when you hit your first Due Diligence. ✨

Agenda 🪧

Day 1 - April 29th: Marketing, CRM & website foundation 🏷️

09:30 – 10:00 AM

• Check-in
• Coffee & networking

10:00 – 10:30 AM

• Welcome & account setup
• Introduction and digital journeys (website, CRM, campaigns).

10:30 – 11:30 AM

• Configuring the Basics of Zoho CRM
• Overview of leads, contacts, deals, and activities in Zoho CRM.
• Set up users, basic fields, and pipeline stages (hands-on)

11:30 AM – 12:30 PM

• Building Your Website with Zoho Sites
• Create a basic marketing site or landing page in Zoho Sites.
• Structure pages to support where your Market lands, how your Message appears, which channels you use

12:30 – 1:30 PM - Lunch Break 🥗

1:30 – 2:45 PM

• Embedding CRM Forms on Your Website to Capture Leads
• Create webforms in Zoho CRM to capture leads directly from the site
• Embed CRM forms into Zoho Sites for instant sync to CRM.
• Hands-on: Build a “Get in touch” or “Request demo” lead form

2:45 – 3:45 PM

• Adding Live Chat & Bots with Zoho SalesIQ
• Intro to Zoho SalesIQ for visitor tracking, live chat, and bots
• Configure basic chat widget and a simple lead-qualifying bot
• Connect SalesIQ to Zoho CRM so conversations become leads/contacts

3:45 – 4:00 PM

• Day 1 Recap & Q&A
• Review end-to-end flow: visitor → site → form/chat → CRM
• Prep for Day 2 (promotions, automation, surveys)

Day 2 - April 30th: Promotions, Automation & Customer Engagement ⚙️

10:00 – 10:30 AM

• Day 2 Kickoff: From Leads to Pipeline

• Recap Day 1 assets (site, forms, chat, CRM).
• Discuss what a basic “full funnel” looks like using Zoho tools

10:30 – 11:30 AM

• Promotions with Zoho Social & Marketing Automation
• Plan campaigns across social and email
• Use Zoho Social to schedule and manage posts as part of a campaign
• Intro to Zoho Marketing Automation journeys (email sequences, triggers)
• Building a Simple Nurture Journey
• Design a basic nurture flow: new lead → welcome email → follow-up sequence
• Map journey touchpoints back to CRM (lead status, scoring)

11:45 AM – 12:30 PM

• Tracking Performance: Analytics Across CRM & Marketing
• Look at campaign and funnel metrics in Zoho CRM and Marketing tools
• Identify which channels and messages are working using simple dashboards

12:30 – 1:30 PM - Lunch Break 🥗

1:30 – 2:30 PM

• Using Surveys to Retain and Engage Customers
• Create a post-purchase or NPS-style survey using Zoho survey tools
• Connect survey responses back to CRM for segmentation and follow-ups

2:30 – 3:00 PM

• Putting It All Together: Your Growth Blueprint
• Walk through the full loop: traffic → lead → nurture → sale → survey/retention
• Participants document their own startup’s end-to-end funnel using Zoho apps
• Closing & Next Steps
• Takeaways, best practices, and suggested next experiments
• Feedback and wrap-up