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 […]
3.2: Introduction to Zoho Canvas – Where Design Meets Productivity
In July 2024, Manish delivered this MasterClass to introduce the recently-revamped Canvas feature of Zoho CRM. It allows organisations and teams to design their own interfaces for the CRM, with no need for technical, coding input. It really is easy when you know how, and this introduction shows just that. The agenda items for the […]
3.1: Improve Collaboration with Zoho to Sell More
This was first aired in January 2024. All about ways you can use Zoho CRM to improve team work and collaboration within your organisation. Here are the learning objectives for this MasterClass cracker: Understand how Sharing is Collaborating in the CRM Learn about Data Integrations Useful notifications you can set up yourself Select the image […]