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Announcing  the "Just Make it Work   for my Business" Zoho Webinar Series

Are you getting the maximum value from your Zoho applications? If not we can help. We implement, train and support your business in utilizing these Zoho products - Zoho CRM, Zoho Projects, Zoho Creator and Zoho People. Very often, there is increased productivity and improved efficiency to be gained when users are thoroughly familiar when using technology. Many small business owners lack the time and resources to train their employees thoroughly in using Zoho applications. The result is low user adoption to achieve maximum usage of their Zoho applications.

We can help you overcome some of the challenges you face in running your business sucessfully.
Contact us for more information.


Zoho CRM Webinar Series

Zoho CRM

A series of webinars focused on Zoho CRM Functions to help you get maximum value and productivity from your technology tools.

Here's the list of topics we will cover:

  • Marketing Automation
  • Sales Force Automation
  • Inventory Management
  • Activiy Management
  • Reports & Dashboard


Reports Dashboards

 Reports and Dashboards Webinar

Here's the outline for the Zoho CRM Reports & Dashboards Webinar:  

  • Overview of Reports
  • Standard Reports
  • Elements in Reports
  • Customize Reports
  • Manage Reports Folder
  • Schedule Reports
  • Overview of Dashboards
  • Create Dashboards Standard Dashboards
  • Types of Charts
  • Chart Level Operations
  • Manage Dashboards Folder

    CRM Customization

    Zoho CRM Product Customization Webinar

    You can customize the Zoho CRM user interface according to your organization-wide business (sales, marketing, support, and inventory management) process. The customization includes the following:

    • Renaming of tabs according to industry terminology
    • Modifying standard fields in various modules
    • Adding custom fields to various modules
    • Modifying the page layout
    • Modifying the related list views

    Here's the outline for this webinar:

    • Pre-Customization Stage
    • Customization
    • Admin-level customization
    • User-level customization


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