Trained by Zoho’s #1 Partner in the Americas through the CRM Team Training Program
Get your team setup correctly in Zoho CRM with onboarding checklists. The onboarding checklists in CRM Team Training are battle tested and have corresponding walkthrough videos.
Zoho CRM can be disorienting without basic training. Day 2 focuses on getting your whole team up to speed on Zoho CRM fundamentals. Your team will learn how to create & search for records, understand the core modules, the different emailing options, and much more.
Zoho CRM is almost too free-form out of the box. You must customize your CRM in order for it to add value to your day-to-day operations. Customization allows you to display your information the way you want, so you can easily access the most pertinent information in your business.
Learn what it takes to solve advanced problems in Zoho CRM. On day 7 you’ll learn how to deploy advanced automations using scripts and how to approach solving complex system issues.
Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.
With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.