CRM Bootcamp

Zoho CRM Training

  • Make the most of your Zoho CRM system
  • Training taliored to every level
  • Use customer data to inform best practise

Zoho CRM training for every level

Small-medium enterprises (SMEs) stand to gain massive efficiencies with the savvy use of business software.  Where as large enterprises often have cash to burn, small-medium enterprises must stay as lean as possible to survive and thrive.  We have worked with hundreds of SMEs to help them find the right software solution for them.  With this experience we can find a cost effective way to streamline your operations and allow you to explore your business’s potential.

  • Drive your SME with a unified and centralized system. Improve your efficiency with a business operating system that is tailor-made for you.
  • Build websites that are selling machines. Most business dramatically underutilize their digital keystone. Be different - sharpen your online sword.
  • Most business we meet are juggling multiple disconnected apps. Integrate your key apps so they share data and work in sync and in harmony.

Training in your city

We have comprehensive bundles you can choose from when it comes to building solutions for specific parts of your business.


8 Commerce St, Auckland CBD, Auckland 1010, New Zealand

With our unified marketing apps  we provide SMEs with the tools to refine your customers entire experience for connection more meaningful.

Learn more


20-40 Meagher St, Chippendale NSW 2008, Australia

Manange your team with minimal friction with our HR apps.  Automation, and independce are the focus here – allowing your team to work in harmony.

Learn more


17, 31 Queen St,
Melbourne 3000, Australia

Get visibility on all your money matters, allowing you manage more complexity, and give you the information to make better business decisions.

Learn more

Machine vs brochure

  • The majority of websites are inert digital newsletters.
  • A high performance website is a multi-dimensional sales tool that runs 24/7.
  • A website can be the keystone of your sales process.
  • High Performance
  • Managers
  • Our Plan
High PerformanceManagersOur Plan
Active sales tool website
Static 'brochure' website
More text here
Basic information25GB
Standard calls to action5GB
Basic SEO1
Multi-channel funnel
A/B performance testing
3D sales SEO
11/113/11Buy Now

Drive visitors to your site

  • We can help you use Adwords , 3D SEO, social media, and email campaigns to help get the right people to your website.
  • We will help set up these systems and then teach you how to use it - giving you the independence to grow.
  • By setting up these systems correctly you can use the data to help shape your offering.

Getting your website hitting the hot-spots

When it comes to generating traffic, the focus should be on quality not quantity. Lots of companies can help drive visitors to your website, but because of our multi-dimensional approach, we can help you focus on the visitors that end up buying your product or service.

Dashboard of website activity

  • Monitor how users are navigating and interacting with your website.
  • Make data-informed tactical decision about when to reach out to clients with personalized messages.
  • Prioritize your work by setting up scoring rules that rank your tasks - helping you allocate your time wisely.

Identify visitors

  • Geolocate your visitors by their IP address.
  • Identify first-time visitors and returning visitors.
  • Prioritize your work by setting up scoring rules that rank your tasks - helping you allocate your time wisely.
  • Impress returning visitors with a more personalized experience.

Guide and track visitor's movement

  • Create websie journeys to enhance the sales experience for your users.
  • Gain visibility on how specific visitors move around and interact with your website.
  • Analyze each specific visitors journey.
  • This gives you valuable feedback about what is working on your website and where improvements are needed.

Lead scoring and other insights

  • Classify and rank your visitors to focus your customer service energy on customers with the most potential return.
  • Classify customers as cold, warm, or hot.
  • Prioritize your work by setting up scoring rules that rank your tasks - helping you allocate your time wisely.

Reach out with personalized messages

  • Choose the perfect moment to take the initiative and reach out to visitors while they are on your website.
  • Create sets of predefined guidelines for live chat.
  • Get real-time notifications when high-value clients land on your website.
  • Research shows proactively visitors are 5 times more likely to buy than other visitors.

Connect with customers from your mobile

  • We can help you connect with customers any time, any place.
  • Our customer engagement tools are all mobile friendly.
  • Talk with customers while you are in the office, on a walk, or commuting.

Track your key metrics

Create targets and goals to follow you you track with key website performance objectives. Track these targets across multiple platforms and web pages. This lets you track all of your conversions in real time. With this you can work out how each of your pages perform and why.

Record real user session activity

Find out how every single user uses your website. Record an play back actual visitor sessions to see what what their pain points are and how to solve them.

Multiple heatmaps

Multiple heatmaps help you see how visitors actually interact with your website. Learn what captures their attention and what is unnecessary. Find out what user’s click and scroll behaviour is in detail – across multiple platforms.

A/B test pages to boost performance

Test potential changes by getting a prospective new page to compete with an existing one. By doing this you can make an informed decision about which web page to go with.

Follow up online activity with Intelligent Automation

  • Add even more functionality by adding Intelligent Automation to your website.
  • Create sophisticated next actions that are triggered by specific website interactions.

Connect your website with your CRM

  • With the help of Zoho SalesIQ, Zoho CRM can improve your website conversions with follow ups.
  • Add contacts, leads, follow-up tasts, directly from your live-chat window.
  • Use website data to produce actionable insights.

An online sales machine

By following the above steps you can turn your website into the centerpiece of your client-facing sales tools. With dozens of apps to chose from, you can enable your website to be truly high performance.


Contact us for a free consultation