Learn how to optimize and automate your sales process using Zoho CRM + ZIA, Zoho’s smart AI assistant. This is a hands-on, strategy-driven session designed to help you get real results — fast. ✅ Design and activate a smart sales funnel ✅ Automate qualification, follow-ups, and deal flows ✅ Use ZIA to get predictive insights and task automation ✅ Customize workflows and dashboards for better decision-making ⚠️ Important: This course is for users who already have a basic setup in Zoho CRM. It’s not an introductory course — it’s for those who want to take their CRM to the next level using ZIA and automation.

Title

Learn how to optimize and automate your sales process using Zoho CRM + ZIA

Description

This course is ideal for business owners, consultants, or sales managers who already use Zoho CRM and are ready to move from basic usage to intelligent automation. You’ll learn how to: -Refine your current pipeline to increase efficiency -Set up and configure ZIA for AI-driven recommendations -Automate repetitive tasks and improve follow-up consistency -Build dashboards that show you what really matters -Turn data into decisions with predictive insights We’ll work directly in your Zoho CRM — your configuration, your data, your context. By the end, you’ll have a streamlined CRM with automation that actually works for you. And yes, you might catch me teaching from a sunny beach or a rooftop in New York ☀️🏙️ — I work from wherever inspiration strikes.

Categories & Tags

CRM, Zoho CRM, Sales

Languages

English, Spanish, Swedish, and French.

Time Zone / Location

CST