2.12: Gamify Your Sales with Motivator
An introduction to Zoho Motivator, what it is and how to use it. We demonstrated the benefits of gamification, as well as how to configure Zoho Motivator. Select the image to acccess the video course
2.11: Respond Faster to Sales Leads with Assignment Rules in Zoho CRM
In this MasterClass from November 2024, we’ll introduce you to assignment rules. We’ll explain how you can use them to respond faster to sales leads. We’ll discuss whether they’re right for you to use, as not all businesses want or need to use them. We’ll also show you how to configure them for maximum efficiency. Learning objectives […]
2.10: Maximise Your Sales Team’s Efficiency using Zoho CRM
This MasterClass is focussed on maximising the efficiency of your sales team when they use Zoho CRM smarter. It’s just over 22 minutes long and packed with useful information and the following learning objectives: How to Use Zoho CRM Effectively Understand the Essential Integrations you need to Put in Place How to Boost Team Morale […]
2.09: Learn How to Boss Lead Management with Zoho CRM
From June 2023, this MasterClass is all about how to manage leads better when you use Zoho CRM. At just under 29 minutes long, it’s full of useful snippets, tips and information. Key learning objectives referenced throughout are: To Understand how to unlock the power of data for new leads To introduce the concept of […]
2.08: Unlock the Power of Sales Automation
This is a 30 minute MasterClass from March 2023. CRM systems are all about automating routine tasks, in order to free up your precious time for higher value activities. This introduction to the automation of sales processes delivered the following learning objectives: Learn how to use CRM tools to automate sales processes Learn how to […]
2.07: Boost Sales Through Smarter Use of Zoho CRM
24 minutes of gold, from April 2023. Who doesn’t want to boost sales? This MasterClass shows how better organisation using your CRM can do exactly that, using the smart, AI automation already built into Zoho CRM. Learning objectives for this class were: Understand what Zia is, the Zoho AI Engine Understand, through a detailed demonstration, […]
2.06: Manage and Monitor Sales Goals with the Forecasts Module
3.5: Automate Document Creation with Zoho CRM Mail Merge
This MasterClass from January 2025 is a little over 22 minutes long, including responding to an audience question at the end. It was a well-attended event which focused on the following key learning objectives: To understand the purpose and benefits of mail merge in Zoho CRM. Learn how to configure and use mail merge templates […]
3.4: Maximise the Power of Marketing Automation in Zoho CRM
At 26.5 minutes long, this MasterClass from September 2023 was very popular. It focussed on the universally popular subject of how to automate key marketing tasks with your CRM system. The major learning points were: Understand the basics of Marketing Automation in Zoho CRM Learn how to integrate webforms directly into the CRM Understand how […]
3.3: How to Identify ROI from Your Marketing Campaigns
Nowadays most aspects of marketing activity are measureable. So, it’s crucial to set your CRM up correctly to measure the return on investment (ROI) of your marketing expenditure and activity. By the end of this MasterClass, subscribers will be able to: Be familiar with the Zoho CRM Campaign module Know how they can Benefit from […]