Formación: Workshop de Zoho CRM y Servicio al Cliente

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

 

    • Recent Topics

    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

    • Dissociate account from contact

      Hello, When I make the call through the API to "Dissociate account from contact" using, /api/v1/contacts/**integer**/accounts/**integer**/dissociate I get this response back, 422Unprocessable Entity (WebDAV) (RFC 4918) { "errorCode": "INVALID_DATA", "message":

    • Zoho Desk and Zoho People Integration - is it possible in order to alert whether an agent is available

      Hi, We use Zoho People for our employees to log absence (Paid Time Off etc). I was wondering if it was possible that this information can be shared in to Zoho Desk, so that when allocating a ticket to an agent, if they are on leave there is an onscreen

    • Add Save button to Expense form

      A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a

    • Call transcrition working for ringcentral?

      I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

    • How to Send Email from within a custom module (with or without an email template)

      It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn't

    • Zoho Inventory - Managing Items With Multiple Suppliers

      Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,

    • How do I see the total leads during a certain period?

      I understand I can get the count of leads and potentials but the total number of leads in a certain period should be equal to Leads+potentials because when we convert a lead it gets moved to potentials and no longer exists there. is there a way i could

    • Where is the Global Search field?

      I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • In place field editing for candidates

      Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

    • Default tax type for mileage?

      Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)

    • Analytics Portal

      I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy

    • Show price book list price

      When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price

    • Cliq File Upload

      While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible

    • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

      Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly

    • Constant color of a legend value

      It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

    • What's New in Zoho POS - October 2025

      Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can

    • Loan and purchase

      My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for

    • Zoho Connect Module in Zoho Trident

      Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect

    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,

    • File Field Validation

      Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the

    • 100 record view limitation

      I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,

    • ZUG Meet-ups are back - Across India (December 2025)

      The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,

    • Categorise Attachments

      We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single

    • Scheduling a meeting for just a 1:1 phone call

      My business is B2C and many of my customer's don't want to engage in an online meeting for what can be handled in a regular phone call. I am trying to create a new meeting invitation, but there is no venue optoin for "phone call". How are other's handling

    • Need more details on API Usage Dashboard

      Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

    • Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.

      Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation

    • Finding missing records

      I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

    • Power of Automation :: Quick way to associate your Projects with Zoho CRM

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

      Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

    • Move orders scan ISBN

      Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS

    • What's New - October 2025 | Zoho Backstage

      Hey everyone! We’ve been busy rolling out a host of upgrades for Zoho Backstage. While some major features are still going through final rounds of testing to make your event experience smooth as butter, here’s what was new and improved in October 2025.

    • Zoho Analytics - Feature Request For Time Based Data Source Fetch

      Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the

    • Zoho People Attendance Regularization – Wrong Total Hours Displayed

      While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates

    • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

      Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

    • AI generated meeting notes associated to Account or Deal

      As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability

    • Subform Disabled Fields Should Remain Disabled on Edit/View

      Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. This

    • How do you print a refund check to customer?

      Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

    • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

      Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,

    • Next Page