IN-PERSON CRM SUMMIT

This is a Live, In-Person Event in Plymouth Meeting, PA from 8:45am – 12 Noon.

March 31, 2023
8:35 AM (EDT)
Marriott Springhill Suites
430 Plymouth Rd
Plymouth Meeting, PA 19462

What you’ll learn:

  • Best tools and tips on the best CRM applications
  • A deep dive into Zoho, Salesforce, and Dynamics
  • Best practices for implementing
  • +More!

**ALL EVENT TIMES ARE IN EST (Eastern Standard Time) **

In-Person CRM Summit

March 31, 2023, 8:35 am – 12:00 pm

THIS IS A LIVE, IN-PERSON EVENT IN PLYMOUTH MEETING, PA

Date/Time: March 31, 2023, 8:45am - 12:00pm EDT
Venue:
Marriott Springhill Suites
Address: 430 Plymouth Rd, Plymouth Meeting, PA 19462

Since 1994, The Marks Group PC has implemented CRM systems in more than 600 small and medium sized companies around the country. We’ve learned a lot.
Join us for a morning where we'll share with you our insights on the best CRM tools applications available, pitfalls to avoid and the best practices for implementing.
Your Takeaways:
  • An in-depth walk through comparison of three of the best CRM (customer relationship management) software on the market today (Zoho, Dynamics, Salesforce)including pricing
  • Tips for evaluating and implementing
  • Best practices for getting the most value from your CRM
  • Opportunity to ask questions from our CRM experts
Cost is $49/organization - no limit on the number of attendees.
REGISTER NOW!

Zoho CRM Admin Training Advanced Level – Part 1

April 13, 2023, 2:00 pm – 4:00 pm

This session is the Advanced Level - Part 1.   We will cover:
  • Automation - advanced workflow functionality
  • Campaigns within CRM
  • Advanced Email Functionality
  • Home Screen Customization
  • Marketplace
Class cost is $50 and includes:
-2 hours of live training from by our experienced, U.S. based Zoho instructor
-Live Q&A
-30 days of email support from your instructor for any further questions
-Unlimited viewing of the archived training class
-Additional support at discounted hourly rates

Zoho CRM Training – Admin Advanced – Part 2

April 14, 2023, 2:00 pm – 4:00 pm

This Zoho CRM training session is Advanced Level - Part 2.   We will cover:
  • Process management (including blueprints)
  • Wizards
  • Pipelines
  • Advanced email functionality
  • Zia
  • Calendar booking
  • Gamescope
Class cost is $50 and includes:
-2 hours of live training from by our experienced, U.S. based Zoho instructor
-Live Q&A
-30 days of email support from your instructor for any further questions
-Unlimited viewing of the archived training class
-Additional support at discounted hourly rates