• A practical Masterclass workshop by Zoho CRM Certified Consultants

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, Invoicing, Inventory, Projects

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.

Zoho Campaigns

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?


2-Day courses are held regularly on Tuesday and Wednesday for participants in one of these cities: Toronto, Ottawa, Montreal, Belleville, Kingston, and Trenton. Courses are offered according to available capacity - up to 10 attendees in each course.

‚ÄčIs this right for you?

  • Are you thinking about changing or upgrading the CRM for your business?
  • Are you struggling to define your procedures and coordinate your system with your business needs?
  • Are you concerned that your sales people are hard to manage and track?
  • Are you sure there is a better way to run your business but you can't work out how to implement your ideas and strategies?

Is this what you need?

  • Do you crave the freedom of working anywhere, on the road, in other countries with no limitations?
  • Do you want full system access on every internet device?
  • Are you concerned that your employees are not working together, as a team?

"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

Workshop Contents


The workshop features presentations, followed by discussions in the class and hands-on sessions where you discover and hone your abilities to control and manage the system.

Day 1

  1. Why CRM? Let's identify your main objectives and the implications of those objectives. 
    Hands-on Setup session - the basics, users, and choices.
  2. Avoiding data and intellectual property theft.
    Hands-on Security setup session 
  3. Your process and how your CRM Modules are supposed to be used to support your process.
    Hands-On process design and Module customization session
  4. Supporting your sales process.
    Hands-on Sales process design and implementation. 
  5. The power of system administration. 
    Hands-on Administration setup and configuration session.

Day 2

  1. Looking at the other integrated Zoho Applications you are planning to implement
  2. The power of workflow. 
    Hands-on workflow creation session. 
  3. The power of other Automation possibilities and integrations.  
  4. Hands-on design of automation processes. 
  5. Pro-active exception management through real-time reporting of KPI.
    Hands-on set up of KPI and reporting. 
  6. Next steps discussion.

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.