4.1: Make Your CRM Data Work Harder for YOU

From February 2023, the very first of our MasterClasses. We find that a lot of people when using CRM systems get sucked into ‘feeding the machine’ with data and not concentrating on what they can get out of it. So, we devised this MasterClass to demonstrate to subscribers how to:

  1. Use the Zoho CRM tools for Data Analysis

  2. Develop a Framework for Dashboards and Reports

  3. Create their own Dashboard for Key Performance Indicators

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