Zoho Archives - Caldere Associates

Zoho CRM Administrator Training Course in UK (London)

By | Administrative, CRM, Tips and Tricks, Training, Zoho | No Comments

Zoho CRM logo with handshake iconTickets are now available for the Zoho CRM training for Administrators taking place in London (UK) on August 13 through 15.  

Contact us for more information or help with tickets.

Announcing the Three-Day Classroom Training for Zoho CRM:

Zoho have always been committed to providing their users with the best training material whether via web tutorials, user manuals, regular webinars, or in-person classroom courses. As part of this commitment, they are running an expert-led Zoho CRM administrator classroom course in London to help you gain hands-on experience with managing users, automating sales processes, customising your implementation, getting to know Zia, and much more. So bring your laptop and charger (as there will be hands-on exercises) and head down to central London for three very productive days!

Course Description

Zoho CRM Classroom Training for Administrators will help you gain hands-on experience with automating sales processes, managing users, setting up sales territories, securing your customer data, customising CRM solution to your industry, and other topics.  You will also get the opportunity to interact with product specialists and learn the best practices of CRM implementation.

Course Structure

Monday, August 13 (9am – 5pm)

  • Introduction to Zoho CRM
  • Organisation Setting
  • Data Security
  • User Management
  • Customisation – Essentials

Tuesday, August 14 (9am – 5pm)

  • Communication Channels
  • Territory Management
  • Automation – Essentials
  • Data Administration
  • Marketplace

Wednesday, August 15 (9am – 5pm)

  • Customisation – Advanced
  • Automation – Advanced
  • Zia
  • Portals
  • A Day in the Life of a CRM Administrator

On all of these days you will get the opportunity to interact with Zoho CRM product specialists.

How to Attend

If you would like more information, or just want to chat about the course, then please feel free to contact us.

Click the graphic below to see more and to reserve your training seat: Zoho logo

Classes are also coming soon to Australia (August 8-10) and Canada (September 5-7).

Zoho London User Conference in September!

By | Training, Zoho | No Comments

Zoho logo

Early Bird discounts officially ended as of the 15th, but Zoho have agreed to let us make a few extra discounted tickets available. Contact us ASAP!

Announcing a new Zoho user conference!

Each year, Zoho holds conferences worldwide for their users and partners. This conference is coming to the UK on Thursday and Friday, September 13 and 14 at the etc.venues County Hall in the centre of London.

Zoho’s annual user conference is an opportunity to meet the Zoho team face-to-face and learn directly from the staff behind the applications. You’ll have ample opportunity to network and exchange ideas with like minded people from companies of all sizes and industries who have turned to Zoho to transform their business. Come and have one-to-one chats with experts in sales, marketing, service, finance, commerce, and more to learn how you can deliver incredible customer experiences that will set your brand apart.

Conference agenda highlights

Both days will feature a strong focus on on increasing your sales and making your marketing more effective with topics such as:

  • Implementing Zoho CRM for your business
  • Understanding your sales process
  • Sales Force Automation
  • Optimising your website and engaging visitors
  • Raising your organisation’s productivity through effective collaboration & communication
  • Business insights through Analytics

The conference’s first day emphasises great finance tools and practices with topics such as:

  • Empowering customer-centric teams with a meaningful Back Office integration
  • Advanced analytics with Zoho Reports
  • Streamline your travel and expense management
  • Managing your stock and multi-channel sales
  • Zoho Finance Plus: an overview

The second day of the conference continues the momentum with exciting ways to customise and control your Zoho experience, offering topics such as:

  • Building workflows
  • Integrating apps using Flow
  • Advanced customization
  • The highs and lows with Reports
  • Staying connected: Integrating with APIs
  • Zoho on mobile

… and many more!

How to attend

Click the graphic below to see more and to reserve your conference seat: Click here for more information and to attend!

Global GDPR Readiness with Zoho CRM

By | Administrative, GDPR, Zoho | No Comments

GDPR Readiness and Zoho

We at Caldere have issued our own statement on GDPR readiness, but we also wanted to call attention to excellent material produced by our main software partners.

Global business software powerhouse Zoho are fully aware of GDPR compliance because it applies not only to EU companies, but to anyone who collects information belonging to EU residents. Worldwide businesses who use Zoho need to know about their legal obligations and how to meet them. Fortunately, GDPR-ready Zoho software makes this business administration task easier.

It’s important to note GDPR protection applies to residents, not just citizens… this blog poster happens to be an American citizen living and working in the EU, so it’s good to know my data is also protected. Zoho make a special note of this distinction in the Introduction to their extraordinarily well-written and approachable writeup.

GDPR Europe ComplianceWhat’s Included in Zoho’s GDPR Readiness Article

  • Zoho explain their past, present, and future commitment to data privacy and security. Interestingly, they mention that they are as serious about this with regard to their full-featured free versions as they are with regard to their fully-paid enterprise versions.
  • They’ve put in place a dedicated GDPR team and several initiatives to serve their 30+ million users now and to make sure they are ready to support their users’ GDPR compliance goals.
  • In the article, Zoho have provided a quick but comprehensive checklist of readiness goals for organisations to discuss implementing.
  • For organisations still grappling with what GDPR is and how they should approach it, Zoho have provided a clear and comprehensive FAQ that doesn’t assume you are a legal or even an IT expert. (I personally found it useful even though I’ve been reading about GDPR in much more technical contexts for months.)
  • Finally, Zoho offer some resources that will be especially useful to the members of your organisation tasked with implementing and maintaining GDPR compliance.

Partner with Caldere

As a Zoho Partner organisation, Caldere are every bit as committed to GDPR compliance for ourselves and our clients. Contact us without delay to find out how we and you can use the latest functionality to make sure you’re ready by the May deadline.

Caldere Leads with the Top 3 CRM Leaders!

By | Act!, CRM, Salesforce, Zoho | No Comments

Of the 20 most popular CRM software packages reported by Capterra, Caldere supports all of the top 3!

Contact us today to talk about which of these are right for your company and how we can get you started quickly and easily. If you are already a user of one of these packages, let’s talk about how Caldere can make your experience even better and help you gain profitability and productivity.

Top CRM Solutions

How Can We Help?

Find out how Caldere can help you to build a more successful business:
Call +44 (0)118 945 6220 and speak to one of our dedicated specialists.

Contact us!