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:
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:
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.
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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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