Drive your Business Growth with Zoho CRM Training


zoho-alliance-partnerWhat is ‘Customer Relationship Management (CRM)?

Customer Relationship Management (CRM) is a term that describes a suite of tools to help you manage your customer database, in order to measure, record, automate and schedule business activities.

How can CRM help me grow my business?

Customer Relationship Management helps record and track sales enquiries or ‘leads’ through your business. Whether you generate leads from trade shows, email marketing, your website, networking or any other source, you can measure which marketing activity works for you. You can also categorise organisations in your CRM database by any number of factors, including industry, size, lead source or indeed any of your own criteria, enabling you to market to people more effectively. You can also update sales opportunities and track them through the sales process.

How can CRM help my staff?

Each of the individuals and organisations have a record in the system within which you can manage tasks, meetings and communications such as calls, emails and social media. The records are easy to navigate to and find so that you and your colleagues know exactly what is going on within each lead, contact, account or opportunity. You can also attach files, record notes and mail merge mass documents or emails inserting the data from the system to save time.

Who is Zoho?

Zoho has developed a range of Cloud Applications, including Zoho CRM, the world’s leading platform for Small Businesses. Zoho also offer a wide range of complimentary applications including Email & Social Media Marketing, Project Management, Customer Support and Human Resources in addition to a wide range of integrations into other systems such as Email, Accounting and E-Commerce.

Course Details:

Location and Time:

The Courtyard Hotel
West St
NN9 6QY Stanwick
United Kingdom

Wednesday 22nd October, 10am till 1.30 pm.


This course will benefit anyone new to Zoho CRM or anyone who has not received any formal CRM process training.

Course Objectives 
On completion of this course, attendees will understand the general principles of the Zoho CRM system, the terminology and the processes involved in correctly detailing the relationship with a customer.  Not only to ensure that opportunities are not missed but also to keep consistent and professional when conversing with the potential/client, by having the most up to date account information to hand.

Course Outline

General Principles

  • What is the Zoho CRM system?
  • Screen layout · Search Process
  • Understanding the Homepage
  • Terminology

Process Maps

  • The CRM Process from business card to client


  • Tasks and Telephone Calls
  • Attaching files to records
  • Assigning tasks to other users
  • Calendar activities


  • Adding new Leads
  • Adding Activities with Leads
  • Change the status of a Lead
  • Convert a Lead


  • Adding activities with trading Customers
  • Filtering lists
  • Editing and saving records


  • Adding new Contacts
  • Adding Activities with Contacts
  • Understanding related records


  • Question and Answer session


Please note that 2 x 15 minute breaks have been allocated in the timings for this course.  The training will be delivered using “Out of the box” Zoho functionality. Tea, Coffee and Biscuits will be provided.

How will the new flexible working changes affect your business?


A recent change in the law now gives all employees the right to request flexible working. But what does this really mean and how will it impact upon your business?

Firstly, this is a change that is more about closing a loophole than anything else. There has never been a law to say that employees cannot ask about flexible working. However, there was a law stating that carers and those looking after children could request flexible working. This change will prevent future claims of discrimination against non-carers. In reality this means that anyone can request flexible working from their employer, who in turn has an obligation to provide it, and certainly should not actively discriminate against it.

Flexible working has increased significantly in recent years, in fact, according to the TUC last year, the number of people working from home has increased by 13 per cent in the last five years. According to the Department for Business Innovation and Skills around 20 million workers will be able to request flexible working provision. Whilst flexible working is not right for every business or everyone within a business, for many people it can provide a solution to improving work life balance, increasing productivity and helping with things such as childcare.

One of the main challenges in providing delivering flexible working is providing secure access to company IT systems such as Email, Files and Communications. The paradox of having to open up your critical IT Systems to remote users, whilst protecting your data and information is something that requires significant thought for each organisation, not to mention user training, equipment and also access to decent broadband.

That said, with the increased adoption of Cloud Technology, improvements in Fixed & Mobile Broadband and the proliferation of Smartphones & Tablet devices in the work place, you can now access information from pretty much anywhere. All of your key business tools such as Email, Calendars, Documents, Telephony, Accounting and Marketing applications can run over the internet, from the office, home or on the move.

How can we help? 

iSuite is currently offering a free of charge flexible working consultation, consisting of an initial assessment followed up with a full report to detail the potential cost savings, risks and benefits to your business. We can also offer a range of solutions to help your business offer flexible working to your employees. If you would like to book a consultation please  contact us.

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iSuite delivers new IT & Telecoms solution for Jamie Briggs Removals

iSuite has delivered a new ITTelephony and Network solution for Jamie Briggs Removals & Storage, to support better customer service and facilitate an office move to help create additional storage space. 

The solution included new Microsoft Windows 2012 Virtualized Servers and Windows 7 & 8 Computers, a new Gigabit Network, with Wireless and Data Cabling, and a new Mitel 5000 Telephony solution with O2 Mobiles.

In addition iSuite provides Remote Backup and Monitoring to ensure the companys’ critical IT services are running smoothly.

Email & CRM Solution for Marrum

iSuite has delivered a new Cloud solution for leading footwear distributors Marrum, including Google Apps for the provision of Cloud Email, Calendars, File Storage and Collaboration. This has been integrated with a new Zoho CRM Customer Relationship Management solution to support Sales and Marketing activity, with the provision of Web Forms for a recent marketing campaign featuring the highly innovative Butler Over Boot. In addition to iSuite planning, deploying and supporting the solution, training was provided by our training partners PWM Training.

Going green with the Cloud

It is fair to say that as the economy recovers, Climate Change and Green Policies will have an increasingly profound impact on the way we live and work. Whatever your personal views on the causes of climate change and whether you believe it or not, it is fair to say given the current scientific evidence that pretty soon, policy makers will have to curb use of fossil fuels and this will impact business.
Technology also has a role to play in the solution, for example by using Cloud Applications for collaboration such as Skype, Google Hangouts, Microsoft Lync, Zoho Meeting and Citrix GoToMeeting you can meet with your colleagues, suppliers, prospects and clients virtually, without having to travel. This not only reduces carbon footprint but also lowers your travel costs and lessens travel time between meetings making you more efficient. In addition, moving to a Hosted or Cloud Computing environment can also significantly lower your use of power and energy. Rather than having your own server plugged in in the office, within a Datacentre many ‘virtual’ servers can be shared on a single ‘physical’ server, lowering the overall carbon footprint significantly.
If you would like to talk to iSuite about how the Cloud can help you reduce your carbon footprint, decrease your energy usage or save your costs, please contact us for a free no obligation review.