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Zoho and AI: What You Need To Know

April 30, 2024, 2:00 pm – 3:00 pm

Join us for a 45 minute conversation and demonstration of the latest AI tools in Zoho that will improve productivity and increase profits in your business by Gene Marks and Constantino Papadopulos from The Marks Group. You'll walk away with a better understanding of the features that will significantly impact your business both this year and in the very-near future.  Topics covered will include the below.      

-An overview of AI: terms to know and key considerations before investing

-Setting up Zia (Zoho's AI tool)

-Data Enrichment - how to use AI to make sure your data is always up to date

-Best time To Contact - how Zoho uses AI to determine when you should be reaching out to a prospect or customer

-Prediction – how to use Zia to automate process management by predicting field values in CRM.

-Using Zia to create macros and workflow in Zoho based on CRM repetitive tasks and activities.

-Generative AI In Zoho - Configuring Zia to answer questions like: show me my open quotes, what quote has been open the longest, how many leads converted last month, show me a list of customers located in Philadelphia, show me a list of customers that do not have scheduled follow-ups.