October 2, 2019

Register Below

SESSION I: Cleveland zoho CRM user group meeting

  • Time: 12:30 pm - 3:00 pm

  • Location: Hilton Garden Inn Cleveland Downtown, 1100 Carnegie Ave, Cleveland, OH 44115

  • Presenters:

    • Senthil Rajan S, Zoho Corporation

    • David Ferguson, Three30 Group

Session I Agenda:

  • 12:30 pm to 1:00 pm - Configuring Zoho CRM to best fit your business [beginner]. We’ll walk you through some basic CRM customizations and discuss how to manage users. This segment is recommended for beginners.

  • 1:00 pm to 2:30 pm - We'll explore the following use cases [beginner & intermediate]:

    • How do I prioritize my leads?

    • What do I do when CRM users leave the organization?

    • How to guide a new CRM user to follow steps in the CRM automatically?

    • How do I set up lead nurturing workflows?

    • How do I bulk edit records most efficiently?

    • How do I trigger CRM actions from my email inbox?

  • 2:30 pm to 2:45 pm - Open floor for your questions.

  • 2:45 pm to 3:00 pm - Networking and break.

SESSION II: Cleveland zoho CAMPAIGNS user group meeting

Session II Agenda:

  • 3:00 pm to 4:30 pm - During this session you’ll learn why customer engagement is important, how to build trust with customers, and what it takes to create engaging emails with Zoho Campaigns.

  • Introduction to Campaigns community learning.

  • Customer relationship with email marketing:

    • What makes a good email campaign?

    • Crafting personalized emails.

    • Integrating your CRM system with Zoho Campaigns.

  • Smart email marketing for maximized customer engagement:

    • How to send emails that make your recipients react.

    • Delivering emails straight to recipients’ inboxes.

    • Email optimization techniques for better open rates.

    • Automated series and workflows for targeted engagement.

  • 4:30 pm to 4:45 pm - Open floor for your questions.

  • 4:45 pm to 5:00 pm - Networking.

Please fill out the registration form:

Your name *
Your name
I will be attending *
I am primarily a *