Join Zoho's live webinar to gain expert insights into selecting and implementing the right CRM system for your business. This session builds on the "Ultimate Action Plan for a New CRM" and includes practical steps, expert advice, and behind-the-scenes anecdotes not found in the official guide.
What Attendees Will Learn:
Assessing Business Needs: How to identify your organisation's unique requirements and align them with CRM capabilities.
Planning for Success: Avoid the common pitfalls that cause up to 70% of CRM deployments to fail.
Modern CRM Features: Learn about AI, automation, cloud services, and integration options with other departments.
Vendor Evaluation: Tips on creating an effective requirements brief and evaluation process.
Implementation Best Practices: From data migration to user training and system customisation.
Measuring ROI: Discover how to track performance through KPIs, dashboards, and reporting tools.
Cross-Functional Impact: Explore how CRM affects not just sales but marketing, operations, finance, and more.
All registrants will receive the webinar recording and presentation materials—even if they can’t attend live.
