Zoho CRM for Gatsby Plant Science Education Programme

Objective:

Equip the Gatsby Plant Science Education Programme team with the skills to effectively use Zoho CRM for managing contacts, campaigns, and data integration to enhance audience engagement and impact tracking.

Morning Session

1. Welcome and Introduction

• Overview of the day’s objectives
• Brief introduction of participants and their roles

2. Zoho CRM Overview

• Introduction to CRM: Understanding its importance and capabilities
• Overview of Zoho CRM’s interface and core functionalities

3. Integrating Zoho CRM with Existing Zoho Tools

• Linking Zoho Campaigns to Zoho CRM: Transferring and syncing contacts
• Utilizing Zoho Forms and Zoho Surveys: Automating data capture into Zoho CRM
• Hands-on activity: Setting up integrations and exploring data flow

4. Data Management and Utilization

• Best practices for managing contact data
• Configuring settings to update contact information without overwriting initial data
• Hands-on activity: Simulating contact updates and tracking changes

Afternoon Session

5. Advanced Contact Management

• Techniques for segmenting and targeting contacts based on their interactions and data updates
• Understanding and using CRM analytics to gauge engagement effectiveness

6. Customizing Zoho CRM for Non-Profit Educational Program Management

• Setting up custom fields and modules to track student progress from undergraduate to career decisions
• Automated processes for longitudinal tracking of survey data
• Hands-on activity: Creating custom workflows to automate data retention and updates

7. Q&A and Wrap-Up

• Open discussion on specific needs or challenges faced by the team
• Recap of the day’s learnings and additional resources

8. Feedback and Closing

• Collecting participant feedback
• Discussing potential follow-up sessions or further training needs