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The Basics of Zoho CRM Reports & Dashboards

Understanding how to prep your CRM for the start of the year. Our upcoming Zoho User Group Session will dig into Zoho CRM best Sales Dashboards & Reporting tools to help you track your sales team activity, new vs recurring business, pipeline, sales opportunities and forecast so you can set yourself up for success in 2021.

Our monthly Zoho User Sessions are designed to give you the tips, tricks, and tools you need to effectively and efficiently manage your business with Zoho CRM. Join us for our next session on Thursday, November 19th at 3:00 PM.

This FREE online 30-minute session where we will dive into features of Zoho CRM.

Join us for this FREE 30-minute webinar to better understand how to:

  • Define metrics
  • Utilize existing CRM reports and dashboards
  • Build basic repots and dashboards

We’ll address any best practices for using reports and dashboards along the way as well as any Zoho CRM questions you have.

This event is Online and FREE to attend!  Just RSVP below.

Our monthly Zoho User Sessions are designed to give you the tips, tricks, and tools you need to effectively and efficiently manage your business with Zoho CRM.

To know more about ZOHO CRM or start a FREE account Click Here.

 

 

 

Gravity Marketing LLC is a Zoho Authorized Partner

About Gravity Marketing Zoho User Sessions

Gravity Marketing launched the first and only Zoho User Session in Wisconsin, offering regular sessions throughout the year since 2018. Given the growth in Zoho users we ramped up our session monthly. Join us on the 4th Thursday of the month to share Best Practices, Real Case applications, Tips & Tricks and New Features of ZOHO CRM and related sales and marketing apps.

Attendees have the opportunity to ask their own questions and get real-time solutions for their CRM.

Please RSVP using the form above.