Master the CX Suite: Join our workshops to elevate your customer experience

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:

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.

Secure your spot today

Please reach out to us at cxevents@zohocorp.com and cxevents@eu.zohocorp.com (for European regions) if you have any questions.

Thank you!


      • 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, taking

      • The 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've

      • Refer 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 enhance

      • Social 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 on

      • Unified 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

        • Recent Topics

        • Boost your Zoho Desk's performance by archiving tickets!

          The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead

        • Paste emails to create segment

          We are moving over from Mailchimp to ZOHO. However Mailchimp allows me to create a segment by pasting in emails from excel (or importing a .csv) can I do the same in Mailchimp?

        • Getting the Record ID of a form once it is submitted - so that form can be edited later

          In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou page

        • Auto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)

          <div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::before

        • Possible to define default font and size in Zoho Campaigns?

          Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!

        • Zoho Sites - General Feedback

          Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-color

        • Zoho People & Zoho CRM Calendar

          Hi, Does anyone know if it is possible to link Zoho People and the calendar in CRM? I would like when holidays are approved they automatically appear in the calendar on CRM. Thanks 

        • File Upload field not showing in workflow

          Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?

        • You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.

          please help

        • Strengthening the capabilities of CommandCenter in Zoho CRM Plus

          When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and making

        • World date & time format

          Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards

        • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

          Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

        • Any recommendations for Australian Telephony Integration providers?

          HI,  I am looking for some advice on phone providers as we are looking to upgrade our phone system, does anybody have experience with any of the Australian providers that integrate with CRM Telephony? So far we are looking at RingCentral and Amazon Connect, and would love to hear feedback on any of the other providers you might have tried.  Thank you

        • Zoho Campaigns Workspaces

          Hi, I’m currently working on a Zoho CRM + Zoho Campaigns setup for a franchisee-based organization, where each franchise must only see and use its own contacts. At the moment, franchisees cannot properly access their contact lists in Zoho Campaigns unless

        • Limited System because of Limited Number of Fields for Car Dealership

          Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data

        • Newsletter in multiple languages

          Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languages

        • Fixed assets in Zoho One?

          Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt

        • Set Default Status of Assembly to "Assembled" When Entered in UI

          I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some

        • I need to Record Vatable amount and non vatable amount separately in zoho books in a single line

          I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatable

        • Sort Legend & stacked bar chart by value

          I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I create

        • Scanned Doc - selecting Item overwrites Rate

          I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it

        • Timesheet invalid data error

          Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and saved

        • Convert invoice from zoho to xml with all details

          How to convert an Invoice to XML format with all details

        • Any update on adding New Customer Payment Providers who support in store terminal devices?

          Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integrated

        • Dealing With One-Time Customers on Zoho Books

          Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I

        • "Temporary" Field Value?

          I have a custom action in Form A report Detail View that passes the Rec ID and updates a Temp Record ID lookup field in the Form B record via openURL (and opens the Form B report in popup) . The updated Temp Record ID field value in Form B is then used

        • File Upload field automatically replaces spaces with underscores – support experience

          Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces in

        • We Asked, Zoho Delivered: The New Early Access Program is Here

          For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early Access

        • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

          We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward

        • Applying Excess Payments & Conflict Invoices Due to Cancelled Items

          I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leading

        • Zoho Sprint Backlog View, filter by item status

          Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view should

        • WATERFALL CHART IN ZOHO ANALYTICS

          Hi Team, I would like to know whether Zoho Analytics currently supports a Waterfall Chart as a built-in visualization type. If yes, could you please share the steps to create one? If not, is there any workaround or recommended method to build a Waterfall

        • Export contacts from Bigin's mobile app to your Android device

          Hello everyone! We're happy to announce that you can now export customer contacts from the Bigin mobile app to your device. Scenario A small-scale business owner has two pipelines in Bigin—one for procuring raw materials and the other for selling his

        • ASAP iOS SDK – Xcode Compatibility Update

          Hello everyone, We have been delivering the ASAP iOS SDK developed using Xcode 16.1 to provide Help Center support within mobile applications. Thus, ASAP iOS SDK versions upto 4.5.8 are compatible with development environments running in Xcode 16.1 and

        • Sub form auto field population based on parent form

          I have a parent form called "Sites" with a text field called "Site". I have a subform called "Design Comments" (actual form name "Review Comments") with a lookup field name "Sites1" that looks up from the Sites form. I want the Sites1 lookup field to

        • Cloud Setup Solution

          I am here looking for Cloud Setup and Data Migration solution for organization. I also searched this on many different website and found many solutions. We are bit confused to which one to choose. One of my friend suggest me this platform, and i am hoping

        • Not able to import transactions from Razorpay

          Hi, tried implementing Razorpay integration with books,also added a webhook, but while this added a razorpay clearing account it does not have any data in it. Neither is it getting updated with new transactions happening on Razorpay. This problem is compounded

        • A note-taking app right inside your project management space

          How do you feel when you check off the last task from your to-do list after a long day at work? Euphoric, blissful, satisfied? Now, imagine completing the same checklist from your PM platform, without juggling tools. Sounds simple and handy? That’s exactly

        • Email Forwarding: Maintain business continuity

          As an administrator, ensuring uninterrupted email communication is critical when a role-based employee is unavailable due to extended leave or a temporary role change. Emails from customers, partners, and internal teams must continue to be received and

        • Tip #61- Collaborate live with Invite Technician- 'Insider Insights'

          Hello Zoho Assist Community! From the series of Technician Console, we will be exploring Session. Let's jump right into a brief overview. We’ve all been there: you’re deep into a complex remote session, and you realize you need a second pair of eyes.

        • Next Page