Zoho Tips & Tricks webinar – June 2020

June 30, 2020, 10:00 am – 11:00 am

An hour-long webinar jam-packed with ways to optimize your Zoho CRM experience! Featured this month:
  • Zoho CRM Zia Can Help with Mail Merge Templates
  • Zoho CRM Zia Lead Conversion and Deal Closure Prediction
  • Zoho CRM Zia Sales Trend Analysis
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 Zoho CRM newsletter.

Microsoft Dynamics CRM Tips and Tricks – June 2020

June 30, 2020, 1:30 pm – 2:00 pm

A half-hour webinar jam-packed with ways to optimize your Microsoft Dynamics CRM experience! Featured this month:
  • Update Default Setting of the Address Field on Display Form
  • Migrating to a New CRM? System Permissions and Securing Your Data
  • Using Activities to Manage Communication and Next Steps
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.

Microsoft Dynamics 365 Meetup – Spring 2020

July 28, 2020, 1:00 pm – 4:00 pm

Meet up with the Marks Group for our free quarterly session with our Microsoft Dynamics experts! Specific agenda TBD. Look forward to seeing you there! SpringHill Suites Philadelphia Plymouth Meeting 430 Plymouth Rd · Plymouth Meeting PA