Canada In-person Zoho User Group Meetup: Process Management in Zoho CRM

Canada In-person Zoho User Group Meetup: Process Management in Zoho CRM

Hello Zoho Community!
We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to help community members enhance their Zoho experience by sharing insights, building connections, and exchanging tips with peers and experts alike.

About the meetup: This November, our focus is 'Process Management in Zoho CRM.' We’ll explore how to configure various CRM features for optimized business processes that meet your unique user and team needs. From managing customer data to guiding your users’ workflows, we’ll be diving into the details that make CRM an efficient tool for every interaction.

Meetup Schedule:

DateCity ZUGTimeRegistration Link
Nov 26, TueVancouver9:30 AM - 12:30 PMREGISTER HERE
Nov 28, ThuCalgary9:30 AM - 12:30 PMREGISTER HERE
Nov 29, FriEdmonton9:30 AM - 12:30 PMREGISTER HERE
Dec 3, TueQuebec City9:30 AM - 12:30 PMREGISTER HERE
Dec 5, ThuMontreal9:30 AM - 12:30 PMREGISTER HERE
Dec 10, TueOttawa9:30 AM - 12:30 PMREGISTER HERE
Dec 12, ThuToronto9:30 AM - 12:30 PMREGISTER HERE

Topics we'll address:
  • Approval Process: Improve accuracy by setting up data verification checkpoints before advancing to the next stage.
  • Wizards: Simplify data entry and management, allowing users to handle large amounts of customer information efficiently.
  • Kiosk: Streamline routine tasks with easy access to data and commonly used functions.
  • Blueprints: Implement process automation to ensure the right steps are taken consistently throughout each stage of the customer journey.
Why Join the Zoho User Group Community? 
Our User Groups are dedicated to fostering an engaging, collaborative environment where users from various industries/ interests come together to learn, grow, and elevate their business operations through Zoho's powerful suite of tools.

ZUG meetups offer:
  • A platform to discuss industry best practices and explore new features.
  • Real-life success stories and solutions from experienced Zoho users.
  • Hands-on guidance and support for tackling common challenges with Zoho products.
Whether you're looking to streamline workflows, optimize CRM setups, or connect with like-minded professionals, In-person ZUG meetups are the ideal setting to gain knowledge.

Let us Know! Do you have specific topics you'd like us to cover? Share your suggestions and questions in the comments below.

See you at the meetup – let’s elevate your CRM experience together!


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