On-Demand webinars

Watch at your convenience! Our in-depth videos cover the full range of Zoho CRM features, and help you set it up the right way.

Filter By: ThemesDesign Services,Edit
Filter By: ThemesShow resultsReset all
Themes
  • AI in Zoho CRM - Part 1 - Generative AI

    Enhance your communication and productivity by letting Zia create high-quality content, valuable insights, modules, workflows, and reports tailored to your business needs.

    Niyathi BhatProduct Marketing Manager
    Watch Now38m 54s

    Niyathi Bhat

    Product Marketing Manager
  • AI in Zoho CRM - Part 2 - Emails and Calls

    Leverage key insights from your emails and calls such as sentiments, intents, summaries, and call recordings to facilitate meaningful interactions with your customers and address their business needs.

    Anupama NairSenior Product Marketer
    Watch Now24m 13s

    Anupama Nair

    Senior Product Marketer
  • AI in Zoho CRM - Part 3 - Business Forecasting

    Get a head start on your sales cycle with Zia's accurate forecasts of crucial customer data points and events. Leverage predictions on revenue, churn, and other key metrics such as anomalies in your business.

    Niyathi BhatProduct Marketing Manager
    Watch Now48m 02s

    Niyathi Bhat

    Product Marketing Manager
  • AI in Zoho CRM - Part 4 - Recommendations and Automation

    Harness Zia's suggestions on products to recommend to your customers and repetitive activities you can automate. Ensure image accuracy, eliminate duplicates, and create records out of them.

    Anupama NairSenior Product Marketer
    Watch Now33m 11s

    Anupama Nair

    Senior Product Marketer
  • AI in Zoho CRM - Part 5 - Data and Analytics

    Tap into Zia's analytical capabilities to refine your data and unlock a wealth of insights for a comprehensive understanding of your business and your customers' experiences with it.

    Vinay Karthikk SSenior Product Marketer
    Watch Now47m 43s

    Vinay Karthikk S

    Senior Product Marketer
  • AI in Zoho CRM - Part 6 - Custom AI

    Utilize QuickML to build bespoke machine learning models by defining your own AI functionalities and effortlessly incorporate them into Zoho CRM.

    Vinay Karthikk SSenior Product Marketer
    Watch Now22m 58s

    Vinay Karthikk S

    Senior Product Marketer
  • Integrate Zoho CRM with Zoho RPA

    Learn to automate sales tasks and workflows from multiple tools into Zoho CRM with Zoho RPA(Robotic Process Automation) software.

    Speakers:
    Isha Mishra, Product Marketer
    Sriram U, Lead - Application Support

    Watch Now48m 19s

  • Digital contract management with Zoho CRM

    Learn how you can sign, send and manage sales contracts and agreements with the Zoho Sign’s extension for Zoho CRM

    Rajeev SivaramanContent Specialist
    Watch Now52m 53s

    Rajeev Sivaraman

    Content Specialist

    Rajeev is a product expert at Zoho who primarily takes care of the user education around Zoho digital signatures and automation. He also onboards and train new customers to get started with Zoho Sign’s general plan, APIs and SDKs.

  • Streamline your sales cycles with Zoho CRM and Zoho Bookings

    Accelerate your sales cycles and build robust workflows using Zoho CRM and Zoho Bookings.

    Sivashanmugam GContent Writer
    Watch Now43m 24s

    Sivashanmugam G

    Content Writer

    Siva is a product marketer at Zoho, where he empowers clients to simplify scheduling and optimize business processes through automation. He also educates prospects with engaging product demos, webinars, and blog posts, helping them understand the features and benefits of Zoho Bookings.

  • Organize and visualize data better with mail merge templates

    Use the group by feature in Zoho CRM's mail merge templates to organize and present your data more effectively. 

     

     

     

    GauthamProduct Expert
    Watch Now59m 20s

    Gautham

    Product Expert

    Gautham is a solution-focused product specialist with extensive experience in online document management systems and office suites. Throughout his career, he has consistently showcased his expertise by providing timely and effective solutions that align with the unique needs of the customers. 

  • Zoho CRM for Manufacturing

    Understand how a manufacturer can build relationships with suppliers, vendors, customers, and other key stakeholders using a CRM.

    Vaagdevi RavishankarUser Education
    Watch Now34m 03s

    Vaagdevi Ravishankar

    User Education

    Vaagdevi Ravishankar is a part of the Zoho CRM user education team. With a background in content writing and instructional design coupled with a keen interest for CRM that she developed over nearly a decade with Zoho, she designs the curriculum for the Zoho CRM educational materials and courses.

  • Zoho CRM for Donor Relationship Management

    Understand how NPOs can manage and retain donors, monitor funds, and mobilize volunteers to ensure their efforts reach the intended beneficiaries.

    Vaagdevi RavishankarUser Education
    Watch Now1h 21m 21s

    Vaagdevi Ravishankar

    User Education

    Vaagdevi Ravishankar is a part of the Zoho CRM user education team. With a background in content writing and instructional design coupled with a keen interest for CRM that she developed over nearly a decade with Zoho, she designs the curriculum for the Zoho CRM educational materials and courses.