Zoho CRM Training

Zoho CRM Training

Master Zoho CRM: Manage leads, automate workflows, and use reports to boost productivity. Perfect for sales teams and business owners.

By Dynamic Digital Solutions | Kim Mclachlan
Lots of repeat customers 📈

Select date and time

Monday, May 19 · 10 - 11pm UTC

Location

Online

Agenda

8:00 AM - 9:00 AM

Zoho CRM Training

Kim Mclachlan

1. Welcome & Session Overview 2. Zoho CRM Overview 3. Managing Leads and Contacts 4. Workflow Automation Basics 5. Reporting and Analytics 6. Q&A and Wrap-Up

About this event

Unlock the full potential of Zoho CRM in this 1-hour training session, designed to help you manage customer relationships more efficiently and boost productivity. Whether you're new to Zoho CRM or looking to optimise your use of it, this session will guide you through the essential features.

In this session, you'll learn how to:

  • Effectively Manage Leads, Contacts, and Deals:
    Organize and track leads and contacts to stay on top of every opportunity. Learn how to manage deals throughout their lifecycle, from initial engagement to closing the sale.
  • Optimise CRM with Custom Views:
    Tailor Zoho CRM to your business needs by customising views, filters, and layouts to ensure a streamlined workflow and efficient team collaboration.
  • Automate Tasks and Workflows:
    Set up automated workflows, reminders, and follow-ups to save time and ensure consistency across your sales processes.
  • Leverage Reporting and Analytics:
    Create and analyse reports and dashboards to track performance, measure sales progress, and make data-driven decisions for business growth.

This session is perfect for sales teams, business owners, and professionals looking to enhance their CRM strategy and improve productivity.

Tags

Organized by

Dynamic Digital Solutions | Kim Mclachlan
Lots of repeat customers

At Dynamic Digital Solutions, we know that time is money, and that's why we pride ourselves on being able to design software solutions in a matter of days, not years. We use Zoho One, a low-code platform used by more than 120 million users worldwide, to build scalable, customised solutions that help our clients work smarter, not harder.

We offer pre-designed prototypes that can be customised to fit the unique needs of our clients, allowing us to work together to develop solutions that fit their unique needs. Using drag and drop functionalities within Zoho, we are able to design solutions with our clients around a boardroom table. By working collaboratively with our clients, we are able to speed up the software development process and facilitate the change management and implementation processes. 

Our comprehensive business solutions cover everything from marketing and accounting to operations, HR, risk and compliance. Popular services include CRM systems, custom onsite quoting and invoicing systems, work schedules, asset registers, safe work method statements, client and supplier portals, business network directories, risk and compliance checklists, HR systems, and more. 

At Dynamic Digital Solutions, our goal is to help our clients reclaim their lives by providing a collaborative, team approach to software development. Contact us today to learn more about how we can help your business. With Dynamic Digital Solutions, you can work smarter, not harder, and reclaim your life.