Starting on the wrong foot with your CRM or Zoho One implementation can be fatal
Fatal? A CRM implemented without insight or planning is a disaster zone. Imagine your key staff going nuts trying to understand how to use the system in the critical heat of Sales processes and Customer interactions. It could cost millions in lost revenue
Master Your Zoho Skills Workshop
There's not much point in having the best CRM if you don't know how to make it work for you.
When set up with insight and planning, your CRM will help you find practical and easily managed solutions to these major business challenges and many more:
- How to eliminate theft of your valuable client and sales data
- How to design and support a clear sales process which increases sales and improves forecasting
- How to manage your sales team more effectively in less time
- How to simplify and speed-up new hire on-boarding
- Planning sales process and KPI
- Integrating with Marketing Automation
- Integrating emailing and creating leads from Emails
- Receiving leads from Web site forms
- Quoting and invoicing
Zoho Books is the heartbeat of your operation. Fully integrated with the rest of the Zoho products, particularly Zoho CRM, Zoho People and Zoho Projects. We will show you the power of Zoho Books as a fully integrated solution for running your business.
We will also show you and discuss the powerful Inventory management system and a subscription billing process. We will review the regular financial reports which are included and a free-form analytics module included om Zoho Reports, which provides in-depth KPI analysis.
Once the sale is made, Zoho Projects provides the management of tasks, coordination of resources, time reporting, Gannt charts and more to keep your project on track. We will show you the capabilities and help you build a standard project template in your system.
Marketing Automation means your leads are encouraged to make inbound calls or self-qualify on a comprehensive continuous communication process. We help you plan and set up your first automation project.
Register Now - Date will be arranged with you
Is this workshop right a for you?
"Prodigm delivers clear, concise, guidance and business process design, that helps us grow our business"
- Terry Margolis, Owner - Barlings Barn
"Very helpful and inspiring training. We learned a lot and I would highly recommend this to anyone in need of good organization tools."
- Maria Bubevska, Senior Account Strategist - Rumble.com
Masterclass Workshop Fee
The course costs $1,195 per attendee
This fee can be reduced to $398 if you are eligible to receive a Canada-Ontario Skills Training Grant (apply prior to the course starting).
We can even help you apply for the grant.