4.5: Unlock Greater Efficiency with Zoho CRM Automations
This MasterClass provides an overview of the main automation capabilities of Zoho CRM. First aired in April 2025, Manish demonstrates workflows, integrations and how automated actions can save you time and boost sales. The webinar’s Learning Objectives are to help you: Understand the different types of automations available in Zoho CRM, including workflows and blueprints. […]
4.4: Data Administration – Protect and Restore Your Data
This is a really important topic that could save you a mass of time and anguish, in the event that you need to restore your CRM data. First shared in December 2024, this MasterClass is a little over 27 minutes’ duration. It delivers the following key learning objectives: Understand how to protect your CRM data […]
4.3: How to Deal with Duplicate Records in Zoho CRM
Learn how to identify duplicate records in Zoho CRM, how to remove them and then how to prevent them occurring in the future. Select the image to acccess the video course
4.2: Effective Data Management in Zoho CRM
From June 2024, this MasterClass focusses on how to best manage the complexities of multiple data types within the CRM system. Key learning points are: Understanding Data Collection and Data Entry How to Organise and Segment your Data in the CRM Understanding the Data Analysis and Reporting Options Available Select the image to acccess the […]
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: Use the Zoho CRM tools […]