3.1 out of 5
3.1
88 reviews on Udemy

Zoho CRM Admin: Learn to Master Business Sales step-by-step

Administrator Level: Learn from Zoho CRM Experience Experts how to manage all the aspects from Zoho CRM
Instructor:
Zenith Business School
528 students enrolled
English [Auto]
By the end of this course, you will be able to successfully use Zoho CRM on the job and explain to others what it is
Effective combination of video demonstration, clear explanation of both the how and why, and ample practice exercises for effective learning
Proven methodology for successful application on the job
Comprehensive coverage of all responsibilities a Sys Admin would be expected to fulfill
Expert preparation for non-tech users to add tech to their career paths

What is Zoho CRM? 

Why are so many employers looking for people who have that skill? How do you use it? Is it a technology you would love enough to embark upon a career as a highly paid System Administrator, Consultant, Startup or consolidated business

Zoho CRM is a powerful cloud plantform and with it you can manage your entire team of sales, emails, documentation, calls, etc and you can integrate it with other Zoho apps and third party platforms through platforms like Zapir or using it advanced API.

Increase Your Sales and your Income With Easy to Follow Training

In this course you will learn the answers to all these questions, and gain the ability to confidently present yourself as someone who knows how to use this popular business tool. If you’re already working at a company that has Zoho, you will finally learn how to apply best practices to get the most out of the tool and make your work life easier and perhaps even help you get that raise. 

If you’re considering a new career that will greatly increase your income and have terrific job security even during recessions, then this course is the foundation you need to be able to master Zoho CRM successfully in your business or others people business, which will train you for both job performance and sales increases. Our company income doubled within just 7 months after we learned how to properly use Zoho CRM. We immediately realized we wanted to specialize in customizing the system, not just using it. 

Whatever your situation, this course will give you the opportunity to build competency with a pervasive business technology tool, Zoho CRM.

Other things you should know about this course: 

  • This course was created by Expert Trainers and Zoho Product Managers who deal with hundred of customer every week so that they have an impressive knowledge of the Zoho Ecosystem and Sales Business and it uses Advanced Learning Methodology to guarantee effective learning
  • This is a very complete non-nonsense course with over 200+ video units summing over 10+ hours of quality learning time.
  • Depending on your pace, time and skills it may take you from a week to a few weeks to complete this course if you do the exercises and are only working at it in evenings after work.
  • The course was created by Zenith Business School, the training business unit from SagitaZ Corporation a 100% Zoho Business oriented international corporation. 
  • We are Zoho Training and implementation experts with over 1000 Zoho implementation projects behind us in over 25 countries. 
  • Around 10 people work for about a year to create this course. Zoho CRM project manageres, developers, creative creators, instructors, etc, so there is an impressive amount of time and expert knowledge injected in this course.  

(Google “Zoho formacion” and you will see that we lead the space.) We are also registered Zoho Alliance Partners, Zoho Premium Partners and Consulting Partners, who have trained literally hundreds of new users just like you. We know that no matter how little you know now, you can absolutely learn to use this CRM if you are willing to do the effort. 

If you need access to a Zoho CRM to do the exercises in because your current company does not have Zoho, you can sign up for Zoho CRM directly in our SagitaZ website – sagitaz(.)com – completely FREE. If you are considering purchasing Zoho at your company, use this link for a free 30-day trial.

About us: Zenith Business School

We are a professional and business online training company.

Visit our website zenith.school for more information about our postgraduated programms.

We currently offer three university degrees:

  • Zoho Sales & Marketing
  • Zoho Creator
  • Zoho Finance

You can also access these courses, where an official certification is issued, even if you don’t have any university training, in which case a “Certificate of Achievement” will be issued.

Visit our website to get more information about our University Training Posgrade Programs and our Software & Consulting Services. We also have an impressive blog where we publish Zoho and Business Development articles on daily basis.

We hope you will enjoy this course and learn a lot in the process, and decide to also take some of our other courses. Be sure to always read our course announcements, so that you don’t miss special promotions we offer on other courses, as well as knowing when we add new material to this course. 

Note: This course focuses on the brand new Zoho CRM launched in mid 2016 with the brand new user interface, it features dozens of new features that are explained in this course in a step y step manner.

Turn curiosity into a profession by learning what it is, what to do with it, and how to use it successfully.

Ready? Let’s go! A great career and bigger Sales are waiting for you.

Sales force automation

1
Create Leads
2
Edit Leads
3
Clone Leads
4
Delete Leads
5
Associate Leads
6
Convert Leads
7
Mass convert selected Leads
8
Mass convert leads based on criteria
9
Convert Leads automatically
10
Create Accounts
11
Edit Accounts
12
Clone Accounts and manage Member Accounts
13
Delete Accounts
14
Associate Accounts
15
Create Contacts
16
Edit Contacts
17
Clone Contacts
18
Delete Contacts
19
Associate Contacts
20
Create Deals
21
Edit Deals
22
Clone Deals
23
Delete Deals
24
Associate Deals
25
Big Deal Alert
26
Manage Potentials/Deals and Timeline
27
Create forecasts based on roles
28
Forecasts based on Territory Hierarchy
29
Edit forecast settings
30
Manage forecasts
31
Feeds module
32
Use of Feeds module I
33
Use of Feeds module II
34
Manage documents
35
Manage document folders
36
Differences between Task, Event and Call
37
Create Tasks associated to records
38
Create Tasks not associated to records
39
Create Events associated to records
40
Create Events not associated to records
41
Create Calls associated to records
42
Create Calls not associated to records
43
Manage Activities
44
Set recurrent activities
45
Use of CRM Calendar
46
Edit Calendar preferences
47
Delete Activities
48
Final Test

Managing campaigns in Zoho CRM

1
Create Campaigns
2
Edit Campaigns
3
Clone Campaigns
4
Associate Campaigns
5
Associate Leads or Contacts to a Campaign
6
Associate Leads or Contacts to a Campaign through an import
7
Final Test

Account settings

1
Edit Account settings
2
Add user photo
3
Edit Zoho CRM signature
4
Manage allowed IPs
5
Set Company details
6
Set up Fiscal Year
7
Manage business hours
8
Manage multiple currencies
9
Final Test

Security control

1
User management: Add users
2
User management: Deactivate users
3
User management: Delete and re-invite users
4
Create Profiles
5
Edit Profile permissions I
6
Edit Profile permissions II
7
Assign Profiles
8
Delete Profiles
9
Edit field permissions
10
Create Roles
11
Assign Roles
12
Edit and delete Roles
13
Share individual records
14
Create Groups
15
Data sharing rules
16
Create data sharing rules
17
What are territories?
18
Create territories
19
Create subterritories
20
Assign territories
21
Assign deals to territories
22
Disable territory management
23
Final Test

Customization

1
Set Home tab
2
Manage modules
3
Rename modules
4
Module customization
5
Preview modules
6
Create custom modules
7
Create group tabs
8
Web tabs
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
3.1
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88 Ratings

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10 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion
Zoho CRM Admin: Learn to Master Business Sales step-by-step
Price:
$55.98 $45

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