MOBIX offers you in this module several training units on how to perform functions on ZOHO CRM for a better use of this powerfull tool.
How to….make ongoing amendments and maintenance of the CRM structure
How to….build automated reports
How to….build individual and team dashboards
How to….score and prioritise Opportunities
How to….create report on sales cycle duration by CRM stage
How to….create report on conversion rates by CRM stage
How to….create report of weighted pipeline using self-defined or calculated conversion rates
How to….connect social media
How to….record and track email, call & event activity
Your Instructor
Counting with 25 years of experiences, Thomas has worked in 4 differents countries.
Recognised expert in Digital, Thomas would guide you into the digital world.