Webinar: Demo of Fully Customized ZOHO ONE Platform for Financial Planners and Related Service Businesses
Delta Data Service proudly announces its second upcoming free webinar. The Topic of our webinar will be ‘DEMO of Fully Customized ZOHO ONE Platform for Financial Planners and related Service Businesses’ and it will be held on Wednesday, 13 October 2021 from 12:00 PM to 1:00 PM PST. This webinar will address the value of Zoho One as an all-in-one work management solution to transform the way you work bringing your team, projects, sales and reports together.
About This Session
This financial planners platform features functionality that are required in in the industry including:
◉ Elegant client on-boarding forms. Data secure in CRM.
● Personal Information including encrypted fields
● Spouse, children and dependent parents
● Objectives and Goals
● Income and Expenses
● Real Property
● Insurance and Liabilities
● Risk Assessment
● Liquid Assets and more …
◉ Separate repositories for Leads and for clients
◉ Ability to track the sales pipeline
◉ Save client start date and send reminders for client annual interviews
◉ Email marketing follow up with clients who don’t sign up for additional services
◉ Reporting and Business Intelligence
• 30 minutes Questions and Answers (Q&A)
– Trainers: Ebitari Larsen (President: Delta Data Services LLC)
