Formación: Workshop de Zoho CRM y Servicio al Cliente

Tu oportunidad para transformar tu forma de trabajar con Zoho

Zoholics 2025 está pensado para ti, que quieres llevar tu uso de Zoho al siguiente nivel y aprovechar al máximo tu subscripción.  

Una de las experiencias más potentes de la agenda de Zoholics 2025 son los Workshops: sesiones prácticas e intensivas donde aprendes haciendo.

Si estás buscando sacar el máximo provecho a tu inversión en Zoho, mejorar tus procesos comerciales y elevar la experiencia del cliente, este Workshop es tu punto de partida ideal. 

Este año, los Workshops de Zoholics se dividen en tres grandes bloques, según el perfil profesional o el objetivo que busques potenciar:

• Workshop de CRM & Servicio al Cliente: ¡del que te hablamos en este artículo!

• Workshop Developer

• Workshop Analytics

¿Qué hace único al Workshop de Zoho CRM & Servicio al Cliente?  

Este taller ofrece más de 10 horas de formación intensiva y estructurada, impartida por expertos de Zoho, en español, con un enfoque completamente práctico y basado en casos reales.

No se trata de una clase teórica, sino de una experiencia activa en la que cada asistente trabaja directamente con una cuenta demo —proporcionada por Zoho y activa por 60 días— para experimentar de primera mano la configuración, personalización y automatización de Zoho CRM Plus.

​

Contenido del Workshop: Formación 360° para usuarios  

Durante dos días, divididos en sesiones cortas, los asistentes se sumergirán en los siguientes módulos clave:

1. Plataforma y Ecosistema de Zoho CRM Plus  

• Entenderás la arquitectura de Zoho CRM Plus y cómo se integra con otros productos del ecosistema Zoho.

• Aprenderás a expandir sus funcionalidades mediante integraciones, conectores, APIs y personalizaciones avanzadas.

2. Personalización Adaptada a tu Negocio  

• Configura campos personalizados, vistas condicionales, reglas de validación y módulos específicos para reflejar los procesos únicos de tu empresa.

• Alinea Zoho CRM con tus flujos de ventas, marketing y servicio al cliente.

3. Integración de Ventas, Marketing y Atención al Cliente  

• Descubre cómo la interconexión entre equipos mejora la colaboración interna.

• Aprovecha una visión de 360° del cliente: desde la captación de leads hasta la fidelización postventa.

4. Automatización Básica y Avanzada  

• Diseña flujos de trabajo para automatizar tareas repetitivas y notificaciones.

• Aplica reglas basadas en condiciones, programación de tareas y secuencias automáticas que aumentan la productividad de los equipos.

5. Colaboración Interdepartamental  

• Usa herramientas integradas como Feeds, Tareas y menciones para fomentar la comunicación entre equipos.

• Aprende a asignar responsabilidades y establecer flujos de aprobación que mantengan la eficiencia del proceso.

6. Métricas y Reporting  

• Diseña informes personalizados y dashboards dinámicos para analizar el rendimiento comercial, los tiempos de respuesta del servicio y otros KPIs clave.

• Aprende a tomar decisiones informadas basadas en datos en tiempo real.

Una experiencia educativa completa  

Además de la formación técnica, los asistentes al Workshop se beneficiarán de:

• Acceso a una cuenta demo activa durante 60 días para practicar sin afectar sus entornos reales de trabajo.

• Examen oficial dentro de la semana posterior al evento, para obtener la certificación oficial de Zoho.

• Certificado de participación para acreditar la formación recibida, incluso si no se realiza el examen.

• 300€ en Zoho Wallet Credits que tu empresa recibirá  para probar nuevos productos Zoho.

• Sorteos, regalos y oportunidades de networking, tanto con el equipo de Zoho como con otros profesionales y usuarios.

¿Por qué deberías asistir?  

• Formación directa con instructores oficiales de Zoho

• Enfoque práctico con estudios de casos reales

• Certificación que respalda tu conocimiento profesional

• Aumento inmediato de la productividad y eficiencia en tu empresa

• Conexión con una comunidad internacional de usuarios Zoho

 

¡Reserva tu plaza hoy mismo aprende, conecta e impulsa tu negocio con nosotros!

Compra tus entradas ya 🎟️ | Entradas de Zoholics 2025 |

¡Nos vemos en Zoholics 2025!

Beatriz Moya | Zoho España

Marketing Specialist

Zoho Software Trading SL

 

• Topic Participants

• Beatriz Moya Alcañiz

  

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