Zoho CRM Training Online - Perth

Unlock the full potential of Zoho CRM in this 1-hour training session, designed to help you manage customer relationships more efficiently and boost productivity. Whether you're new to Zoho CRM or looking to optimise your use of it, this session will guide you through the essential features.

In this session, you'll learn how to:

• Effectively Manage Leads, Contacts, and Deals:
  Organize and track leads and contacts to stay on top of every opportunity. Learn how to manage deals throughout their lifecycle, from initial engagement to closing the sale.
• Optimise CRM with Custom Views:
  Tailor Zoho CRM to your business needs by customising views, filters, and layouts to ensure a streamlined workflow and efficient team collaboration.
• Automate Tasks and Workflows:
  Set up automated workflows, reminders, and follow-ups to save time and ensure consistency across your sales processes.
• Leverage Reporting and Analytics:
  Create and analyse reports and dashboards to track performance, measure sales progress, and make data-driven decisions for business growth.

This session is perfect for sales teams, business owners, and professionals looking to enhance their CRM strategy and improve productivity.

Info: 1. Welcome & Session Overview
2. Zoho CRM Overview
3. Managing Leads and Contacts
4. Workflow Automation Basics
5. Reporting and Analytics
6. Q&A and Wrap-Up

Know what’s Happening Next — before everyone else does.

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Host or Publisher Dynamic Digital Solutions | Kim Mclachlan