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Zoho
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Zoho whatiscrm

WHAT IS CRM? INTEGRATING SALES AND FINANCE WITH ZOHO

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 22, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Participants will learn the basics of CRM, what it is, how it works, and why it's a crucial software for businesses poised to grow. The second half of the session will focus on how to integrate sales and finance, specifically Zoho CRM and Zoho Books. The session will explore how this integration manages the flow of data across systems, and how an integrated platform can eliminate duplicate data entry altogether.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Talha Baqar

Zoho
Program Manager, Zoho Books Advisor Program

Zoho

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Stacy Roach has over 20 years of sales, sales management & marketing experience with more than 15 years focused on sales enablement technologies like CRM and e-mail marketing. Stacy cut her teeth selling in down economies, starting with her first technology sales job in the recession of the early 90’s and then again starting her consulting firm, Power of 3 Consulting,  in the dot com bust era. Stacy’s success in selling and building a business through less than ideal economic times solidified her belief that sales is equal parts hard work, skill and knowledge. It also taught her the value of leveraging technology to increase revenue and reduce expenses. She now puts that knowledge and experience to work for her SMB clients every day. 

About Our Presenter

Zoho
The Operating System for Business. Zoho offers a comprehensive suite of 35+ applications that help businesses manage their sales and marketing, productivity and collaboration, finance, human resources, and more. Customers use Zoho apps to run their businesses from front office to back – all in the cloud and on mobile. With more than 20 years in the books and 4500 dedicated employees helping over 23 million Zoho users, we're excited to welcome you to the growing Zoho Family. Explore the Zoho Suite of Apps at www.zoho.com.