Prodigm Zoho CRM Consulting
  • 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

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

Register Now - Date will be arranged with you

What does it take to get it right?

Learning how to use CRM to streamline your business processes does not have to be impossible. It just takes people with 1,000s of hours of implementation experience to show you how it's done!

Our highly experienced and certified instructors will provide you with the guidance, detailed process design and insights you need to avoid the pitfalls and bear-traps of CRM implementation.

They will also address the specific challenges of your business, in hands-on configuration and coaching sessions.

Here's the low down on these courses


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 -

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. The power of system administration. 
    Hands-on Administration setup and configuration session.

Day 2

  1. The power of workflow. 
    Hands-on workflow creation session. 
  2. Supporting your sales process.
    Hands-on Sales process design and implementation. 
  3. The power of other Automation possibilities and integrations. 
    Hands-on design of automation processes. 
  4. Pro-active exception management through real-time reporting of KPI.
    Hands-on set up of KPI and reporting. 
  5. 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.