Zoho is THE all-in-one system that gives you the freedom to automate your processes, make more sales, and grow a thriving business.
But getting Zoho to do what you want it to do isn't that easy. Business owners struggle to translate their requirements to the system.
We've got you covered!
In only 12 days, you'll gain the knowledge and skills needed to convert your business needs to the Zoho system and make the most out of it, so you don't have to depend on other Zoho professionals.
This workshop is ideal for small business owners and their employees who are new to Zoho and are...
The next live workshop starts on March 15 and ends on March 26. The 10 sessions (1 hour each) will take place every weekday at 4 pm EDT on Zoom.
Every session will start with a live demonstration of the topic. Then, you'll implement the solution in your system. If you get stuck, you can ask questions live. We have two instructors ready to help you through any roadblocks.
In case you need custom scripts, a Zoho developer will be available during the sessions. (We are limiting the scripts to what our developer can create during the session.)
To make sure that every student gets sufficient attention, we're limiting the workshop to 10 students.
** The plan is to finish each session after 1 hour. In some cases, sessions might take longer, as we want to make sure that everyone is on track. **
All sessions will be recorded. So if you miss a session or want to refer back to it later, you'll have access to the recordings.
You need to have an active Zoho One account. If you don't have one yet, you can start your free trial here
You need to have 'Amazing Business Results' added as your Zoho Partner because we'll need to work on your Zoho system during the course. This will only take a minute to do, and it won't cost you anything. In fact, you only benefit from assigning us as your partner. See all details of our partner program here
To maintain your privacy, you can join the workshop with a nickname and a fake company name. This way, you can be honest about your business without any fear.
All sessions of the workshop will be recorded and made available to the students who participated. The recordings won't be public on the web.
The workshop is USD 1,500 in one payment for 10 sessions. Because we're limiting the workshop to 10 students, we won't offer refunds after registration.
Free bonuses worth over USD 200
When you sign up for the workshop, you'll get our suite of self-paced courses for free:
I’ve been in business for over 30 years and built and successfully sold several companies from scratch without funding. So, I know a thing or two about running a successful business.
Now, I'm dedicating the majority of my time to helping other business owners improve their bottom line. And a working CRM system like Zoho is the key to making that happen.
For more than 15 years, I've built hundreds of CRM systems for my clients so they could automate their processes, save manpower, and manage their business with less stress.
As a certified Zoho partner and Zoho developer, I know the system inside out. I'll be working with you every step of the way to convert your business requirements into the Zoho world.
Session 1: Basic Zoho CRM Setup
You'll set up your backups, email deliverability, email integration, calendar integration, personal settings, company details, and hours of operation. Many business owners already get this step wrong. But this won't be you.
Results: Your Zoho CRM is set up properly and ready to go.
Session 2: The Sales Cycle
You'll set up your sales cycle, starting with modifying the leads, contacts, accounts, vendors, and deal modules.
Results: You have created new modules and edited your CRM layouts, lead conversion rules, layouts, and more.
Session 3: Working your CRM
You'll learn how to create records, modify them efficiently, search a module or on the entire system, create views and share them, locate and merge duplicates, create filters, arrange details on your page, quickly create records from existing records, and more.
Results: You can work efficiently in your Zoho CRM, saving you time and preventing mistakes.
Session 4: Data Entry
You'll be able to help your employees enter data using Wizards, Blueprints*, and dedicated layouts. And you can arrange sections based on layout rules.
* This session is only a demo of how a Blueprint can help you with data entry. We'll go into detail on Blueprints in session 8.
Results: You have an efficient way to receive new customers into your business and minimize the chances of mistakes.
Session 5: Hierarchy & Permissions
You'll set up a proper hierarchy of your company and permissions for your employees. This is critical to avoid losing money.
Results: You have a solid and secure CRM structure that won't allow employees to see or do what they aren't supposed to do.
Session 6: Accounting with Zoho Books
We won't use the native Zoho CRM finance module but rather add the more powerful Zoho Books integration to your Zoho CRM and show you how to use it.
Results: You have Zoho Books all set up.
Session 7: Automations
You'll learn how to create workflows to automate repetitive tasks in your business. We'll cover and set up the basic ones as well as more advanced cases.
Results: You know how to create workflows and maintain existing ones.
Session 8: Blueprints
You'll dive deeper into automation. Together, we'll build blueprints that can force your employees to perform tasks in a specific way (e.g., take an order, work on a lead).
Results: You know how to create Blueprints and maintain them.
Session 9: Appointments with Zoho Bookings
You'll learn how to work with Zoho Bookings and integrate it with your Zoho CRM. You'll also learn how to create a series of automated emails that will be sent to your meeting participants to make sure they actually show up to the appointment.
Results: Your clients can book appointments with your sales agents and get customized notifications before their meeting.
Session 10: Zoho Forms & Zoho Campaigns
You'll integrate your Zoho CRM with Zoho Forms and Zoho Campaigns, and learn how to take advantage of these functionalities.
* This session will focus on the integration and not on how to use the products. We'll provide recorded assets for you in case you need help with using Zoho Campaigns and Zoho Forms.
Results: You know how to integrate and take advantage of Zoho Campaigns and Zoho Forms.