Canada In-person Zoho User Group Meetups
Hello, Zoho Community!
We're elated to announce the next leg of Canada Zoho User Group (ZUG) In-person Meetups. Upon collective feedback from our users, we've curated an engaging agenda to provide practical solutions for seamless customer service, and thereby enhance your customer experience game.
Join Zoho experts and your peers in your city for a day of networking, learning, and knowledge sharing. We will focus on delivering exceptional customer service for your clients and understanding the business benefits of integrating Zoho CRM, Zoho Desk, and Zoho Survey.
Key Discussion Topics:
Zoho CRM: Bridging the Customer Experience Gap
- Portals: Empower your customers or partners to review or input their data within CRM through Portals.
- Canvas: Customize relevant record views to look contextual to your business with Canvas design garage.
Zoho Desk: Enhancing customer experience with multiple omnichannel support and self-service hubs
- Agent Productivity: Streamline workflows with functionalities like onboarding, branding, department management, SLAs, automation, and customization.
- Personalization & AI: Leverage features like chatbots and targeted communication to elevate customer interactions
- Customer Happiness Surveys: Gather feedback and implement continuous improvement strategies.
Zoho Survey: Maximizing Business Insights
- Survey and CRM Integration: Enrich customer profiles, enhance feedback loops, and track customer satisfaction effectively.
- Survey and Desk Integration: Streamline support ticketing, gather feedback on support interactions, and improve service quality.
- How to Create Engaging Surveys: Choosing the right types of questions and using interactive elements to increase engagement.
Meetup Schedule:
Date | City | Time | Link |
Jul 23, Tue | Vancouver | 9:30 AM - 1:00 PM | |
Jul 25, Thu | Calgary | 9:30 AM - 1:00 PM | |
Jul 30, Tue | Edmonton | 9:30 AM - 1:00 PM | |
Aug 1, Thu | Quebec City | 9:30 AM - 1:00 PM | |
Aug 6, Tue | Montreal | 9:30 AM - 1:00 PM | |
Aug 8, Thu | Ottawa | 9:30 AM - 1:00 PM | |
Aug 13, Tue | Toronto | 9:30 AM - 1:00 PM |
Networking Opportunities: Ample time will be dedicated to networking with fellow Zoho users and Zoho specialists. Users can use this time to share best practices, exchange ideas, and build valuable connections.
Let us know! Do you have specific topics you'd like us to discuss? Share your questions in the comments below.
We look forward to seeing you there!
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How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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