The Marks Group, PC

Zoho Meetup, Summer 2018: CRM Blueprints and Layout Rules

July 26, 2018, 1:00 pm - 4:30 pm EST
Co-hosted by The Marks Group and Zoho Corp.

Topic: CRM Blueprints and Layout Rules

If you haven’t yet discovered Zoho CRM’s Layout Rules and Blueprint features, you will be amazed at how these additional automation tools, introduced in 2017, can greatly improve and simplify the use of your CRM system. Blueprints and Layout Rules give you the power to build in your sales process! Instead of having to remember each step of the process, your sales people will be walked through the process by simply pushing buttons and being presented with instructions or data fields to populate. Other aspects of the sales process can also be automated through the Blueprint. Take that next leap forward in your CRM use and experience with Blueprints and Layout Rules!

Coffee will be out at 12:30, with the session kicking off at 1. Look forward to seeing you there!