Watch Part 1 here.

Zoho CRM is a powerful sales tool that more and more businesses are adopting as part of their growth strategy. Its wide range of enterprise-level sales automation features unlocks sales teams’ potential by shifting their focus away from time consuming manual administrative work to building relationships and closing deals.

Despite its potential, it has been our experience that most companies currently using Zoho CRM are not yet taking advantage of all the features they are paying for. This is to say nothing of the potential of extending the power of Zoho CRM into the wide variety of applications that come with a Zoho One license, such as SalesIQ, Zoho Books, Zoho Analytics, Zoho Projects, and Zoho Campaigns to name a few.

If you already use Zoho CRM, or you are considering using it, this webinar is for you.

Though live screensharing examples in Zoho CRM and other Zoho applications, Ryan Foster shows you how to leverage Zoho CRM’s sales automation features to grow your business and get the most from your licensing fees.

You’ll specifically learn:

1. How to automate your team’s manual sales process in Zoho CRM to save hundreds of hours a year in unnecessary work. This includes lead qualification and scoring, deal management, and quote, invoice, and contract automation.

2. How to extend the power of Zoho CRM through the entire customer lifecycle by integrating it with other Zoho One applications, such as Zoho Books, Zoho Projects, and Zoho Campaigns.

3. How to leverage the incredible power of business intelligence via Zoho Analytics to analyze your sales data and embed visual dashboards directly in Zoho CRM for your team to make use of.

Ryan Foster

Ryan Foster, Founder & Managing Director of RFDM Solutions

Im using Zoho for sales. Most of my time im in the Leads section of the CRM. I’m interested the most in creating different email automation for different targeted groups, blueprints and how to utillize this feature for best sales results

There is some more info on it in our previous webinar, as [Ryan] mentioned:

I can’t stay for the entire presentation. I’m a beginner in Zoho One and interested in hiring someone to setup my lead journeys and blueprints. Will he discuss a DFY option?

If you can’t stay we will definitely be sending out the recording, and we are always happy to meet for a free 30 minute consultation at a time convenient for you if you have specific questions you’d like to ask about DFY.

Thank You! 🙂

Also, I would like to know if it is possible to have info from Ontraport feed into Zoho.  I have an entire membership on Ontraport Pilot Press (Zoho doesn’t have a membership portal). I would like to manage everything through my Zoho (email marketing, events, etc.)

While there isn’t a native integration, a connection between the two should be possible with a third-party connector. This is something we have done for other clients on a variety of platforms.