Data Diva Webinars


DD-WebinarEventHeader

“How do I…?” is a common phrase heard among CRM users. We are here to help! Join the HBS Data Diva as we dive into specific topics and show you step-by-step how to get those tasks done.

 

ON-DEMAND

12/12/2016
Creating Email Templates and Sending Emails through Zoho CRM (new UI)

Creating an email template is a great way to ensure your messaging stays true to the brand or strategy, while still allowing you to customize that message to the unique individual. In this video, we’ll show you how to create segmented lists of contacts, create email templates, then send the emails to the list.

Program Resources:

Setting up your email signature in Zoho CRM
Zoho CRM Signature

Consultation200x50

 


01/19/2016
List Importing – It’s All in the Details

You’ve recently been to an event and you have a list of leads to enter into your CRM. How do you ensure your data goes in so you can search, report and examine with ease?

Program Resources:

State/Province and Country Code Abbreviations
http://www.50states.com/abbreviations.htm#.Vp4qozY9elA
http://www.comeexplorecanada.com/abbreviations.php
http://www.worldatlas.com/aatlas/ctycodes.htm

Consultation200x50


12/22/2015

Holiday Cards – How to Manage the Data

Are you wanting to send custom holiday cards to your clients, your prospects and your collaborators? Whether you have the right data now or are looking to get ready for the future, we’ll show you how to correctly identify your contacts and collect the information you need. Then, we’ll show you how to mail merge those lists into labels to add to the envelopes!

Program Resources:

PC-based Mail Merge
https://youtu.be/PNyst04M4Uc
http://www.wa.gov/esd/training/quickguides/merge.htm

Mac-based Mail Merge
https://youtu.be/PNyst04M4Uc

Consultation200x50