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

2.05: Close More Deals When You Harness the Power of Zoho CRM

April 2024’s Lunchtime Learning webinar was 19 minutes and 40 seconds of Zoho CRM MasterClass, focussed on: How Best to Manage Prospects in Zoho CRM Customise Zoho to Match Your Sales Processes Tips for Managing Prospects Select the image to acccess the video course
2.04: Sort Your Sales Process for More Revenue Wins

This Lunchtime Learning is 26 minutes and 39 seconds long and crammed with process-oriented tips and skills for sales teams. The MasterClass first aired in March 2024 and covered these interesting topics: Sales Process Overview Benefits Of Having a Sales Process Sales Process in Zoho CRM Map Your Process Leads Management Tips Process Management Tools […]
2.03: Feel The Love for Zoho’s Top Features for Sales Teams

Yes, love is in the air! This MasterClass went out on Valentine’s Day, February 14th, 2024. It’s 20 minutes and 34 seconds crammed with useful tips for sales users of Zoho CRM. These include: Centralise Your Emails Save Time with Email Templates How to Configure Sales Signals Make The Most of Your Data With Custom […]