Salesforce.com Tips and Tricks – January 2019

January 29, 2019, 11:30 am - 12:00 pm EST
A half-hour webinar jam-packed with ways to optimize your Salesforce experience!

Free to Clients and Invited Guests- This series enables clients and specially invited guests to see and hear a live online demonstration of topics discussed in our monthly Salesforce.com newsletter.
 

Microsoft Dynamics CRM Tips and Tricks – January 2019

January 29, 2019, 1:30 pm - 2:00 pm EST
A half-hour webinar jam-packed with ways to optimize your Microsoft Dynamics CRM experience!

Free to Clients and Invited Guests- This series enables clients and specially invited guests to see and hear a live online demonstration of topics discussed in our monthly Microsoft Dynamics CRM newsletter.
 

Goldmine Tips & Tricks – January 2019

January 29, 2019, 2:30 pm - 3:00 pm EST
A half-hour webinar jam-packed with ways to optimize your GoldMine experience!

Free to Clients and Invited Guests- This series enables clients and specially invited guests to see and hear a live online demonstration of topics discussed in our monthly GoldMine newsletter.
 
A half-hour webinar jam-packed with ways to optimize your Office 365 experience!

Free to Clients and Invited Guests- This series enables clients and specially invited guests to see and hear a live online demonstration of topics discussed in our monthly Office 365 newsletter.
 

Microsoft Dynamics 365 Training Meetup – Winter 2019

February 15, 2019, 9:00 am - 12:00 pm EST
Join the Marks Group for the free quarterly training session with our Microsoft Dynamics experts!

Coffee will be out at 9:00, with the session kicking off at 9:30. Look forward to seeing you there!

SpringHill Suites Philadelphia
Plymouth Meeting
430 Plymouth Rd
 

Zoho CRM Philadelphia Meetup – March 2019

March 5, 2019, 9:30 am - 4:30 pm EST
Co-hosted by The Marks Group and Zoho Corp.

We’re elated to announce the next Zoho Community meetup in Philadelphia. This is an exciting opportunity to learn and network with Zoho partners, product experts, and most importantly, fellow Zoho users from your area.

In the morning, we’ll walk you through some of the interesting tips and tricks of Zoho CRM. We also plan to have a separate track for beginners this time.

In the afternoon we'll explore using automation to simplify your marketing. Bonus - we’ll be introducing the beta version of our all-in-one marketing automation software, Zoho MarketingHub. See how to leverage the functionalities of both Zoho Campaigns and Zoho MarketingHub to achieve all your automation needs.

Morning Agenda:
1. Welcome and Onboarding
2. CRM Administration Basics
3. Automation using Workflows
4. Q&A and Networking

Afternoon Agenda:
1. Introduction to Zoho Community
2. The Basics of Email Marketing:
  • Creating effective campaigns Integration with Zoho CRM
  • Content Personalization
  • Best Practices
3. Drip Marketing 101:
  • When and why to use drip campaigns
  • Autoresponders and Workflows
4. A sneak-peak into Zoho MarketingHub:
  • The pre-sales and post-sales marketing journey
  • The art of identifying the best-engaged leads
  • Overview of the product’s capabilities
  • Early Access Signup
5. Networking and Q&A Session with our team about email marketing and marketing automation

We’ve got plenty of best practices, interesting conversations, a new product, and much more for you! Confirm your attendance, and let’s get started.

What to bring? Laptop, so you can get your hands on the product and discuss about the product-related questions. See you all soon!

Marriott SpringHill Suites Philadelphia
Plymouth Meeting
430 Plymouth Rd