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 if you’ve ever attempted to actually set up an automation, you know it isn’t that easy.
Many business owners struggle to get Zoho to automatically perform the process they have in mind. They spend hours tinkering with the system but eventually give up in frustration.
We don’t want you to miss out on the most powerful feature Zoho has to offer.
You’ll gain the knowledge and skills to confidently convert your business requirements to Zoho and make the most out of the system.
With automated processes, you’ll free up time to concentrate on the task that’ll really move the needle in your business.
This workshop is ideal for small business owners and their employees who are...
Once 10 people register, we will announce the start date of the next live workshop. The 3 sessions (3 hours each) will take place 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 developers ready to help you through any roadblocks.
To make sure that every student gets sufficient attention, we’re limiting the workshop to 15 students.
** The plan is to finish each session after 3 hours. In some cases, sessions might take longer, as we want to make sure that everyone is on track. **
You need to have an active Zoho One account. If you don’t have one yet, you can start your free trial here.
If you would like to add 'Amazing Business Results' as your Zoho Partner in case we 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 795 in one payment. Because we’re limiting the workshop to 15 students, we won’t offer refunds after registration.
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.
Step 1: How to think about automations
First, we’ll gather your high-level business needs and visualize them in a flow chart. Getting clear on your goals is crucial and needs to happen before we can dive into the details of how we’re going to achieve them.
Results: You’ll understand how to extract and communicate your business needs and apply them to your system.
Step 2: Dive into Zoho CRM Workflows
Workflows allow you to automate your sales, marketing, and customer support. You can automatically assign tasks to team members based on the criteria you’ve defined. In this session, you’ll learn all about workflows and the different options available. We’ll experiment with most of them to show you how they work in practice. This way, you can choose the right workflows for your business.
Topics we’ll cover:
We’ve prepared three exercises for you, so you can apply immediately what you’ve learned:
Exercise: Send a Cliq and email notifications when a new lead is created
You’ll learn how to automatically trigger notifications to specific team members when a new lead comes into your CRM. This way, the right person can follow up with the lead right away before they get cold.
Exercise: Create a task when a deal reaches a certain stage
You’ll build a workflow that automatically creates tasks for your team members once deals reach specific stages in the system. This way, you can be sure that deals always move forward and no step in the process is forgotten.
Exercise: Create a Zoho CRM email drip campaign using workflows
You’ll create an email drip campaign for your business that automatically sends a series of emails to a new lead to warm them up to your business. Once a lead responds, the campaign stops, and you’ll receive an alert.
Results: You’ll know how to create new workflows and how to manage them.
Blueprints allow you to execute your business processes in the exact way you designed them. They guide your team and even fully automate routine actions. In this session, you’ll learn what Blueprints are and how to design and create them.
Topics we’ll cover:
We’ve prepared three exercises for you, so you can apply immediately what you’ve learned:
Exercise: Create a basic Blueprint to manage a meeting
This Blueprint will grab the correct details when you create a meeting with a client and log the minutes of the meeting once it’s over.
Exercise: Create an advanced Blueprint to manage a lead
You’ll create a Blueprint to manage your lead cycle.
Exercise: Create an advanced Blueprint to manage a deal
You’ll create a Blueprint to manage your deal cycle.
Results: You’ll be able to create your own Blueprints and effectively maintain existing ones.
Master Zoho CRM Automations and run your business (almost) without lifting a finger