Train Your Team. Close More Leads. Keep More Clients.

Live Zoho CRM Workshop

Live online sessions: 5 days, 3 hours a day

Monday to Friday

Sep 8–12, 2025, 1 PM to 3 PM EST (10 AM - 12 PM PST)

Ready to See What a REAL CRM Can Do?

Everything You Need to Know to Use Your CRM Efficiently

Without Wasting Time, Losing Leads, or Overcomplicating It.

Workshop Details:

This live, hands-on workshop is designed for non-technical users.
Over the past 12 years, we’ve refined this workshop to make it practical, accessible, and easy to follow—perfect for anyone with basic internet skills (like using email or a web browser).

It’s built for:

  • Employees who want to confidently use Zoho CRM and boost productivity

  • Managers who need visibility, control, and consistency

  • Business owners who want to build, refine, or take ownership of their own CRM system

Workshop Format:

  • Live sessions: 5 days, 3 hours a day — Sep 8–12, 2025, 1 PM to 3 PM EST (10 AM - 12 PM PST)

  • Structure: Real training + live setup on your actual CRM system

  • Goal: Walk away with a fully working system that fits your business

Why This Workshop Matters:
This is a high-impact workshop designed to help you use Zoho CRM more efficiently and with less overwhelm. You’ll get clarity, control, and confidence — whether you're using the CRM daily or managing the people who do.

Participant Results:
Companies that joined this workshop report:

  • Increased productivity and follow-up consistency

  • Clearer pipelines and better client visibility

  • Less overwhelm and more confidence using the system daily

What's Included?

Day 1: Let’s Kick Things Off + Plugin Power-Up

Theme: Start Strong: Everything You Need to Know to Use the CRM Efficiently
What We’ll Do:

  • Workshop overview: what we’re doing and how this helps you

  • System layout & navigation walkthrough

  • Setup: personal and company info (timezone, business hours, etc.)

  • Download & install your two powerhouse plugins:

    • Leads Blueprint Plugin: follow-up consistency, lead guidance

    • Account Management Plugin: better visibility, client insights

  • Zoho CRM Overview and Basic Settings

What You Get:

  • A clean, customized system foundation

  • Two plugins ready to drive your success

Day 2: Building the Backbone – Your Main Modules

Theme: Organizing Leads, Contacts, Deals & Accounts
What We’ll Do:

  • Explore key CRM modules: Leads, Contacts, Accounts, Deals

  • Customize fields & sections to reflect your business

  • Remove clutter and simplify what you see

  • Introduction to Roles & Profiles

  • Overview of Audit Log, Recycle Bin, and Data Backup

  • Introduction to Segmentation and Scoring Rules

What You Get:

  • CRM modules that work the way you think and operate

  • Understanding of system safety, structure, and control

Day 3: Pipelines, Stages & Real-World Flow

Theme: Visualizing and Tracking Your Work
What We’ll Do:

  • Set up pipelines and deal stages that mirror your sales flow

  • Learn to walk a lead from start to close

  • Set up Lead Assignment Rules and Cadences

  • Explore Scoring Rules (continued) and Mass Email setup

What You Get:

  • A pipeline that keeps you in control and eliminates guesswork

  • Smarter automation based on lead behavior and team logic

Day 4: Using the System Daily + Communication Tools

Theme: Real-Life Workflow, Not Theory
What We’ll Do:

  • Create and convert leads with real examples

  • Link accounts, add tasks, notes, reminders

  • Use search, views, and quick tools like a pro

  • Set up email integration and branded signature

  • Use Email Templates effectively

  • Learn how to create Manual Campaigns

What You Get:

  • Daily usage confidence and professional outbound communication

Day 5: Automation & Smart Workflows

Theme: Scale With Systems
What We’ll Do:

  • Understand workflow logic: Trigger → Condition → Action

  • Build a live workflow: send an email when a new lead arrives

  • Learn Web Form Integration for lead capture

  • Explore the Sandbox environment for safe testing

  • Review: how to maintain, test, and grow your system over time

What You Get:

  • Automation skills that save time and scale your efforts

  • Smart campaigns and clean testing environment

Bonus

  • 30-Day Zoho CRM Access - Use the full CRM system with up to 10 users—no restrictions.

  • Complete On-Demand Zoho CRM Basics Course - Learn how to set up and use your CRM the right way, step by step.

  • Video Training: “Leads Don’t Mean Sales” - Discover why most businesses lose leads—and how to fix it.

  • Video Training: “Get More from Existing Clients” - Unlock the hidden revenue already sitting in your database.

  • 6-Part Video Series: “CRM Killers” - Avoid the most common mistakes that cause CRM projects to fail.

  • 60+ AI Email Prompts - Speed up follow-ups with powerful prompts that write better emails for you.

  • Bonus: Chatbot Integration - Get a prebuilt chatbot that connects to your CRM to capture and qualify leads.

Total value: $1,552

ALL OF THIS FOR ONLY $297

We’ll give you full access to our system for 30 days—free for up to 10 users—so you can see the results for yourself. Your test is on us. If you’re thrilled after 30 days, it’s just $37 per user/month to keep growing.

Avoid the

CRM Trap

--------------

Why Most CRM Setups FAIL

And What You Can Do DIFFERENTLY

They choose the WRONG system

It’s set up incorrectly—or not at all

Their team gets little to no training

They lack proven best practices from businesses who’ve done it right

What Our Customers Say About Us

BENJAMIN EISS

I'm thrilied to share my exceptional experience with Lior and Amazing Business Results.

From the moment we reached out, their team was incrediblyresponsive, knowledgeable, and dedicated to understanding our specific needs.

NEXT STEPS

Lior knows his stuff, understood my business requirements, and was good at getting me comfortable using Zoho CRM in a way that I need to be using It.

THE TIES PROGRAM

I became intrigued with ABR because of their great videos and the attitude of sharing their information I initially hired them just to help with some architecture but quickly learned that were invaluable businesspartners.

This Proven System Gives You Everything You Need to Win in Business

  • An advanced CRM system

  • 5 days of practical, no-fluff training where we set up your CRM with you live, guided, and done right

  • High-converting email templates and prompts

  • Insider strategies to grow revenue without chasing new leads

  • And much more...

Why This Works

You're not just getting software; you’re getting the exact system used to build multi-million-dollar businesses.

Created by Lior Izik—award-winning entrepreneur, author, and top CRM architect—who built multiple successful businesses over the past 15 years using the same system we now teach. With over 700 educational videos and workshops, he’s helped thousands do the same.

Top Premium Partner of one of the world’s most powerful CRM platforms—trusted by over 120 million users globally.

Built over 10 full-size courses, teaching these methods to 20,000+ business owners.

Over 100 verified 5-star reviews from small and mid-sized business owners.

This formula works and has been tested across industries and across boundaries.

You’ll get the same tools and insights I’ve used to help businesses in North America, Europe, and the Middle East grow faster, follow up better, and retain more clients.

The 3 Secrets Behind CRM Success

Why most systems fail and what makes this one actually work across industries, teams, and stages of growth.

SECRET 1:

It's Been Proven

Across Industries

This system has delivered results in real businesses, contractors, consultants, med spas, retail, international teams, and more. It adapts to almost any model because it's been pressure-tested in the field for 11 years.

SECRET 2:

According to CIO Magazine, 90% of CRM implementations fail.

Why? Because they’re not set up right.

This isn’t just another tool—we provide expert implementation, automation, proven templates, and team training so your CRM actually drives growth instead of collecting dust.

SECRET 3:

Built to Scale

With You

Whether you’re a solo coach or managing multiple locations, this system scales. You get a streamlined strategy and plug-and-play tools that increase revenue without adding complexity.

100% Money Back Guarantee

We’re confident you’ll love what our system can do for your business—but we want you to feel just as confident when you join. That’s why we offer a 100% money-back guarantee for the first 30 days. If you’re not completely satisfied, just let us know within 30 days and we’ll give you a full refund—no questions asked, no hard feelings.

Test it. Use it. Love it—or get your money back.

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