Master the CX Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all!
Here's where we'll be:
- April 10-11, 2024 - Johannesburg, South Africa
- May 8-9, 2024 - London, United Kingdom
- May 13-14, 2024 - Paris, France
- May 16-17, 2024 - Berlin, Germany
- May 19-20, 2024 - Madrid, Spain
- May 23-24, 2024 - Utrecht, Netherlands
Why should you be a part of this workshop?
If you've been trying to use the full potential of CRM Plus and other CX apps to make your business more customer-centric, this is the right place for you. Join one-on-one sessions and get product demonstrations directly from the experts. Gain insights and expertise about CRM Plus and learn how to use the different modules to fit your business scenarios. Discuss your challenges during the sessions and get tips and advice on how to deal with them more efficiently. Learn how to customize different modules and get up to date about the latest product updates and enhancements. Provide feedback about the product and even talk about your own user experiences to help us improve Zoho CRM Plus further.
What's on the agenda?
Explore Zoho CRM Plus and its components in detail, and how you can consolidate them to improve your customer experience.
Marketing
- PageSense's heatmaps, form analytics, and visitor-tracking tools help you analyze website visitor behavior and improve your site's performance.
- Learn more about lead generation, customer journey nurturing, and CRM synchronization for a seamless lead management experience.
Sales
- Learn more about customization, automation, scoring, and workflow rules in CRM's sales flow management.
- Visualize your customer journey using Canvas, wizards, blueprints and CommandCenter.
Support
- Work with customer support channels in Zoho Desk, including chats, chatbots, tickets, SLAs, ticket process management, workflows, Guided Conversations, IM integrations, and Zia.
- Analyze reports, derive data-driven insights, and get CRM Plus's 360-degree customer view to enhance customer management.
Attend the workshop, become a part of the Zoho CX Community, understand and master the CX suite, and apply the expertise you gain to your business. Network with peers from various industries, learn about their use cases, and understand how you can customize the product for your own needs.
Empower yourself with greater knowledge, skills, and competence and make your business much more efficient.
Don't miss out on our early-bird ticket sales, they're winding down fast! We're also offering special prices on group registrations for teams of 3 or more.
Please reach out to us at cxevents@zohocorp.com and cxevents@eu.zohocorp.com (for European regions) if you have any questions.
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Aswini R
Sticky Posts
Zoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, takingThe CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we'veRefer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhanceSocial in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing onUnified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Tip #60- Exploring Technician Console: Screen Resolution- 'Insider Insights'
Hello Zoho Assist Community! Have you ever started a remote session and felt the screen quality wasn’t sharp enough for detailed work? A new user recently explored Zoho Assist after installing the trial version and running a few initial tests. While theRight Moment, Right Message, Right Operator: Never Miss a High-Intent Lead
Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with theCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageZoho CRM Workflow Automation: Activate & Deactivate Workflows Using API
Zoho has now enabled: ✅ Activate / Deactivate workflows using API ✅ Schedule workflow activation & deactivation This is extremely useful for real-world automation use cases 💡 🧩 My Use Case I created a scheduled automation that: ☀️ Activates workflows{Action Required} Re-authenticate your Google Accounts to Continue Data Sync
Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,Function #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP
While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,[Free Webinar] Zoho RPA - OCR, PDF Automation, & More
Hello Everyone! Greetings from the Zoho RPA Training Team! We’re excited to invite you to our upcoming webinar on the latest release updates for Zoho RPA, where we’ll unveil powerful new capabilities designed to make your automation journey smarter, faster,Zobot Execution Logs & Run History (Similar to Zoho Flow)
Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,Global Search Settings
I'd love a way to remove some modules from being included in the global search. This would allow use to provide a better user experience, limiting the global search to only those modules that are regularly used removing any models used for backgroundCard Location in Zobot
Hello, when using the “Location” card in a codeless builder Zobot, the behavior in WhatsApp is inconsistent. When asking the user to share their location, they can type a message, which will return the message “Sorry, the entered location is invalid.Automation Series: Auto-create Dependent Task on Status Change
In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup usingLanguages in Zobot
Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)Composite items inside of composite items; bill of materials needed
Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weightsAction required: Reauthorizing your Google account in Zoho Sign for automatic cloud backup to Google Drive
This is applicable to users who have already configured automatic cloud backup to Google Drive. Hi there! Google has mandated reauthorization of all preconfigured third-party integrations to ensure only the necessary scopes are shared as an improved securityZoho CRM Layouts
I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone intoStreamlining E-commerce Photography with AI Background Tools
Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out thisWhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent
Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assignedhide resolution from help centre
to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not publicZoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns
Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (likeMultiple upload field CRM
I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?Sort by age
It would be very helpful if there was a way to sort by age in the Age column. Please add this function if possible. Thanks!Lookup Field Option Not Available in Customization
Hello, I am trying to customize different modules (e.g., Work Orders, Systems, and others), but I am unable to find the Lookup field option in the layout customization. When I go to: Setup → Customization → Modules and Fields → Add Field The Lookup fieldScheduled sending of a poll and its results
Is there a way to schedule sending a poll to all my users and have the results sent separately to the team?Canvas View bug
I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to deleteIntegrating Zoho Suite and apps more with Linux
I just got introduced with Zoho just couple of months ago, and I've already planned to contribute to it, even though it's not an open-source software. Still I have found it's potential to beat the tech giants and still being respective towards data privacyStore Submitted Forms as PDF
Hi there, Is there a method to store Form submissions as a PDF in workdrive for archival? I set the form to email the submission to the user and an internal inbox but I'd really love to store the final form as PDF in workdrive automatically. I can't seemSystem Components menu not available for Tablet to select language
I have attached a screenshot of my desktop, mobile, and tablet menu builder options. I am using 2 languages in my application. Language Selection is an option under the System Components part of the menu, but only for my desktop and phone(mobile). MySeparate Items & Services
Hi, please separate items and services into different categories. Thank youCRM->INVENTORY, sync products as composite items
We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,Add an option to disable ZIA suggestions
Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflowWhat's new in Zoho Sheet: Simplify data entry and collaboration
Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementallyZoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps
Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teams[Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools
Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization'sFeature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce
Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recentlyHighlight a candidate who is "off limits"
Hello: Is there a way to highlight a candidate who is "off limits"? I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that. This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits. The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,Closing off tasks automatically based on project status
Is there a way to close off all open tasks when a project is set as Cancelled?[Free webinar] Understanding connections and datasources in Zoho Creator - Creator Tech Connect
Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,Bridge the Gap Between your Service and Finance Teams
In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to: InstantlyDirect URL to "View Record"
I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your helpNext Page