Zoho Michigan Users Group Recap – July 2019

Jul 17, 2019 | General

The Zoho Michigan User Group meeting, hosted by AspenTech CRM on July 10th, assembled a large group of Zoho users from a variety of industries.  Our team was also joined by Dinaash, Zoho CRM Subject Matter Expert, and Vinit Tibrewal, the Regional Manager for Zoho Community.  The afternoon consisted of sharing key CRM functionality that will have a meaningful impact and drive positive results for the users who attended.

Highlights included:

  • Beginner’s Track, facilitated by Dinaash, sharing information about how to manage Zoho CRM users using profiles, roles and data sharing settings, customization and best practices.

  • Tips & Tricks, presented by Marshall Knapp, Zoho Advanced Partner with AspenTech CRM.  Marshall instructed the group on email integration using POP3 and IMAP, using Sales Inbox, Email Insights and Analytics to leverage communication and past behavior practices when interacting with customers.
  • Vinit provided information on accessing and engaging other users through the Zoho Community.

Whether you were able to attend the Michigan Zoho User Group meeting or not, we encourage you to contact us about Zoho CRM and how it can benefit your organization.

The next quarterly Michigan Zoho User Group Meeting will be in October 2019.  Keep watching for details!

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