CRM Blog

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

Since 1994, The Marks Group PC has implemented CRM systems in more than 600 small and medium sized companies around the country. We’ve learned a lot.

Join us for just two hours where we’ll share with you our insights on the best CRM tools applications available, pitfalls to avoid and the best practices for implementing.

Your Takeaways:

• An in-depth walk through comparison of three of the best CRM systems on the market today (Zoho, Dynamics, Salesforce), their strengths, weaknesses and pricing
• Tips for evaluating and implementing
• Best practices for getting the most value from your CRM
• Opportunity to ask questions from our CRM experts

REGISTER NOW!

THIS IS A LIVE, IN-PERSON EVENT IN PLYMOUTH MEETING, PA

Date/Time: March 31, 2023, 8:45am – 12:00pm EDT
Venue: Marriott Springhill Suites
Address: 430 Plymouth Rd, Plymouth Meeting, PA 19462

Since 1994, The Marks Group PC has implemented CRM systems in more than 600 small and medium sized companies around the country. We’ve learned a lot.

Join us for a morning where we’ll share with you our insights on the best CRM tools applications available, pitfalls to avoid and the best practices for implementing.

Your Takeaways:

• An in-depth walk through comparison of three of the best CRM (customer relationship management) software on the market today (Zoho, Dynamics, Salesforce)including pricing
• Tips for evaluating and implementing
• Best practices for getting the most value from your CRM
• Opportunity to ask questions from our CRM experts

Cost is $49/organization – no limit on the number of attendees.
REGISTER NOW!

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

This session is the Intermediate Level – Part 2.

We will cover:

• Communication Channels
• Territories
• Forecasts
• Inventory modules
• Cases and solutions
• Marketplace

This Zoho CRM training session is Admin Intermediate Level – Part 1.

We will cover:

• Page layouts
• Validation rules
• Subforms
• Email
• Templates
• Deduplicating data
• Marketplace

This session is the Intermediate Level – Part 2.

We will cover:

• Communication Channels
• Territories
• Forecasts
• Inventory modules
• Cases and solutions
• Marketplace

This session is the Advanced Level – Part 1.

We will cover:

• Automation – advanced workflow functionality
• Campaigns within CRM
• Advanced Email Functionality
• Home Screen Customization
• Marketplace

This Zoho CRM training session is Advanced Level – Part 2.

We will cover:

• Process management (including blueprints)
• Wizards
• Pipelines
• Advanced email functionality
• Zia
• Calendar booking
• Gamescope

This Zoho CRM training session is Advanced Level – Part 2.

We will cover:

• Process management (including blueprints)
• Wizards
• Pipelines
• Advanced email functionality
• Zia
• Calendar booking
• Gamescope