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Zoho and AI: What You Need To Know

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Join us for a 45 minute conversation and demonstration of the latest AI tools in Zoho that will improve productivity and increase profits in your business by Gene Marks and Constantino Papadopulos from The Marks Group. You’ll walk away with a better understanding of the features that will significantly impact your business both this year and in the very-near future.  Topics covered will include the below.

 

 

 

-An overview of AI: terms to know and key considerations before investing

-Setting up Zia (Zoho’s AI tool)

-Data Enrichment – how to use AI to make sure your data is always up to date

-Best time To Contact – how Zoho uses AI to determine when you should be reaching
out to a prospect or customer

-Prediction – how to use Zia to automate process management by predicting field values in CRM.

-Using Zia to create macros and workflow in Zoho based on CRM repetitive tasks and activities.

-Generative AI In Zoho – Configuring Zia to answer questions like: show me my open quotes, what quote has been open the longest, how many leads converted last month, show me a list of customers located in Philadelphia, show me a list of customers that do not have scheduled follow-ups.

Zoho CRM Updates/Q&A

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Please join us for to learn more about how to use Zoho CRM.  We can also answer questions on some of the other Zoho applications.

During the session we will:

 

  • Review any new updates Zoho has made to Zoho CRM
  • Answer your specific questions related to your Zoho CRM setup
Session cost is $50 and includes:
-2 hours of live training/Q&A from by our experienced, U.S. based Zoho instructor
-30 days of email support from your instructor for any further questions
-Unlimited viewing of the archived training class

Zoho CRM Updates/Q&A

By

Please join us for to learn more about how to use Zoho CRM.  We can also answer questions on some of the other Zoho applications.

During the session we will:

 

  • Review any new updates Zoho has made to Zoho CRM
  • Answer your specific questions related to your Zoho CRM setup
Session cost is $50 and includes:
-2 hours of live training/Q&A from by our experienced, U.S. based Zoho instructor
-30 days of email support from your instructor for any further questions
-Unlimited viewing of the archived training class

Zoho CRM Updates/Q&A

By

Please join us for to learn more about how to use Zoho CRM.  We can also answer questions on some of the other Zoho applications.

During the session we will:

 

  • Review any new updates Zoho has made to Zoho CRM
  • Answer your specific questions related to your Zoho CRM setup
Session cost is $50 and includes:
-2 hours of live training/Q&A from by our experienced, U.S. based Zoho instructor
-30 days of email support from your instructor for any further questions
-Unlimited viewing of the archived training class
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