Jumpstart Your CRM: How to Set Up Zoho the Right Way

• 2:45PM - 3:15PM • Workshop Room 4

Learn how to build a high-performing CRM using Zoho. We’ll cover setting goals, mapping your customer journey, customizing fields, and automating workflows—minus the tech jargon.

Presented by:

Jordan Cohen from Consult JC Headshot Photo at Small Business Expo

Jordan Cohen Consult JC

As the CEO of Consult JC and a Zoho Premium Partner, I help businesses streamline operations, automate workflows, and scale efficiently using Zoho solutions. With a background in B2B sales, operations, and strategic planning in the apparel and industry, I understand the challenges businesses face and create tailored solutions to overcome them.
As the CEO of Consult JC and a Zoho Premium Partner, I help businesses streamline operations, automate workflows, and scale efficiently using Zoho solutions. With a background in B2B sales, operations, and strategic planning in the apparel and industry, I understand the challenges businesses face and create tailored solutions to overcome them.