Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community,
We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging the latest features. This is followed by an Introduction to Zoho CRM for Everyone.
For newcomers, our Zoho User Group (ZUG) meetups are designed to cultivate a vibrant sense of community. These meetups offer a dynamic platform for exchanging ideas, exploring the diverse capabilities of Zoho solutions, and collaboratively navigating the ever-evolving landscape of business technology.
Meetup Schedule:
Here's what to expect:
1. Wizards: Are you finding it challenging to manage the vast amounts of data associated with each customer in Zoho CRM? We'll explore how Wizards can simplify this process, making data entry more efficient and manageable.
2. Kiosk: Learn how to use the Kiosk feature to navigate easily and locate data while handling routine tasks. This session will show you how to optimize your workflow and make everyday processes smoother.
3. CRM for Everyone:
Concept and Introduction: Get an overview of CRM for Everyone (CRM4E) and discover how it can benefit your business, regardless of your industry or size.
Getting Started and Onboarding: We'll guide you through the initial steps to implement CRM for Everyone in your organization.
Why Attend?
- Gain valuable insights from Zoho experts.
- Network with fellow Zoho users.
- Learn best practices for using Zoho CRM
- Address specific challenges and get your questions answered.
Let us Know! Do you have specific topics you'd like us to cover? Share your suggestions and questions in the comments below.
We look forward to seeing you there!
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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
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