Hands-On Zoho CRM Training
Budget: $25 – $50 USD
I’d like a Zoho trainer to spend two to three hours with our small team (just two of us at) so we can move beyond the basics we’ve been using for years. We’re already comfortable navigating the interface, yet we need practical, step-by-step guidance on two areas:
• Creating and managing segmented groups inside Zoho CRM
• Building and launching email campaigns from those groups
The sessions can be split over one or two days. By the end, we want to be able to set up targeted lists, design a simple campaign flow, send a live test, and track results—all without leaving Zoho.
We have tried using the Zoho support team, however, they just share screens and do the work for you. This doesn't help us learn how to do it on our own. Live training is our priority.
• Creating and managing segmented groups inside Zoho CRM
• Building and launching email campaigns from those groups
The sessions can be split over one or two days. By the end, we want to be able to set up targeted lists, design a simple campaign flow, send a live test, and track results—all without leaving Zoho.
We have tried using the Zoho support team, however, they just share screens and do the work for you. This doesn't help us learn how to do it on our own. Live training is our priority.