CRM webinar

CRM webinar




​
​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, cluttered interfaces, and non-intuitive navigation, making it difficult for teams to work efficiently. This is where Canvas for Zoho CRM comes in—offering a fully customizable way to design user-friendly, visually and functionally appealing interfaces tailored to your industry and users' needs.

In this webinar, we will explore how Canvas can be used to redesign your users' experiences by enhancing functional usability and ensuring a more contextual navigation flow. 

We are excited to feature Michelle Colbran, Zoho Partner and Canvas Certified Designer who has implemented Canvas heavily for different types of verticals, as the presenter of this webinar. 

March 26
04:30 PM NZDT | 11:30 AM SGT | 02:30 PM AEDT 
 Register here
March 26
03:00 PM IST | 01:30 PM GST | 09:30 AM GMT 
Register here
March 27
03:00 PM EDT | 02:00 PM CDT | 12:00 PM PDT 
Register here


Webinar agenda: 

  1. Introduction to Canvas Views
  2. Understanding the benefits Canvas brings to Zoho CRM and how it enhances user experience
  3. Strategic Design Approach for what would work 
  4. Building a Canvas Design – A step-by-step walkthrough of creating a Lead Module View, an Edit Form, and a Mobile Canvas for leads.
  5. More Resources to implement Canvas – Guidance on locating expert designers and accessing resources
  6. Q&A Session 


Looking forward to see you there; click the above link to register now!

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