Accelerate Your Sales with Zoho CRM

Time: [11:30 – 12:30 PM] 
Duration: 60 minutes 

Topics Covered:  

1. Introduction  

• Welcome and Agenda Overview 

• Briefly introduce yourself and the purpose of the session. 

• Outline the key topics to be covered. 

2. Understanding Zoho CRM  

• What is Zoho CRM? 

• Overview of Zoho CRM and its core features. 

• Brief history and evolution of Zoho CRM. 

3. Key Features for Accelerating Sales  

1. Lead and Contact Management  

• How to capture and manage leads effectively. 

• Techniques for segmenting and nurturing contacts. 

2. Sales Automation  

• Automating routine tasks (e.g., follow-ups, notifications). 

• Using workflows and task automation to save time and increase efficiency. 

3. Pipeline Management  

• Setting up and managing sales pipelines. 

• Tracking deals and stages to optimize conversion rates. 

4. Enhancing Sales Performance  

1. Analytics and Reporting  

• Utilizing reports and dashboards to track sales performance. 

• Key metrics and KPIs to monitor. 

2. Integration with Other Tools  

• How Zoho CRM integrates with email, social media, and other platforms. 

• Benefits of syncing with other sales and marketing tools. 

5. Best Practices and Tips  

• Customizing Zoho CRM for Your Business 

• Tailoring the CRM to fit your sales process and industry needs. 

• Training and Support 

• Resources for ongoing learning and support. 

6. Q&A and Wrap-Up  

• Open Floor for Questions 

• Address any questions or concerns from the audience. 

• Summary and Next Steps 

• Recap key takeaways. 

• Provide information on how to get started with Zoho CRM.