Preparing for a Successful CRM Implementation, Migration, & Beyond

Thursday, October 22, 2020 (12:00 PM - 1:00 PM) (MDT)


JoinCloudbakers Zoho experts for this event! 

Moving to a new CRM system can seem like a daunting task, but with the right preparation and plan, it doesn't need to be. Cloudbakers' Zoho experts (Zoho Zurus, as we like to call them) will be openly sharing successes and challenges we’ve seen on some of our most successful projects. 

Here's what we'll cover more specifically: 

  • Configuration examples 
  • Getting ready for your move to Zoho 
  • Prepping your data for migration 
  • Prepping your people for new systems and day-to-day changes 
  • Post Go Live expectations

We want this to webinar to not only be educational, but also send you away with tangible assets that can help you along your journey. We’ll give you example presentation slides that you can use with your own team and handouts to easily review what was covered in the discussion. 

Open to all CTA members and non-members!

Learn more about the event and REGISTER to get access to and advice from the Zoho Zurus.

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