Zoho CRM Mastery Workshop
Publicada el 2026-07-23
Descripción de la oferta
I’m arranging a hands-on workshop for two to three of our office staff who already work inside Zoho CRM at an intermediate level and now want to push the platform further. The session should zero in on Lead and Contact Management as well as Analytics & Reporting so we can tighten our sales pipeline, spot trends sooner, and make smarter decisions. Here’s what I have in mind: • One live, interactive training (Zoom or similar) tailored to our actual data, walking us through best-practice setup of lead and contact records, segmentation, tagging, and follow-up flows. • A deep dive into the built-in reports and dashboards: creating custom analytics, scheduling reports, and translating the numbers into actionable insights for management. • Quick tips on workflow automation and any must-know shortcuts that complement those two focus areas. • Post-session Q&A plus concise reference material—screen-recording of the call, slide deck, and a step-by-step cheat sheet—so my team can revisit the content when needed. By the end of the workshop my team should feel confident refining existing records, generating the right metrics on demand, and identifying optimisation opportunities without outside help. If you’ve delivered similar targeted Zoho CRM sessions before and can slot us in within the next week or two, I’d love to hear from you.
Skills
Fuente original: freelancer