Using Zoho CRM should make your life easier, right?!
Your organization has rolled out Zoho CRM or is about to, and you know it’s going to help you manage your customer data and sales better, but there’s just so much to learn!
Is this you?
Do you want to use all the great features in Zoho but are not even sure where half of them are
Do you get lost in all the tabs and settings available?
Are you getting confused by Zoho’s Sales Process?
Are you struggling to get customers and sales data into Zoho CRM the RIGHT way?
Are you being ‘beaten up’ about not getting calls, meeting, and emails to customers recorded in CRM?
Are you getting frustrated by the difference between a Lead and Opportunity?
Do you need to create and send quotes from the CRM to your customers?
Do you wish you could get a better understanding of how your business is doing using the Dashboards?
Don’t worry. This course will take you through everything you need to know to be up and running like a pro!
A few things to know about the Zoho CRM course.
It is NOT just for salespeople. The course will cover every aspect of sales AND customer management so it is a perfect starter for everyone in your organisation who needs to accurately record and share information about customers.
This course is for all skill levels. It’s designed to teach new users up to experienced system administrators all they need to know to get up and running quickly with Zoho CRM.
The course includes over 6.5 hours of training content. You can go over material at your own pace and keep checking back whenever you need to.
It’s a fraction of what you’d pay on-site training. A full-day training course in a classroom can cost your organisation around £800 (~$1,000) or more. This costs you a LOT less.
An overview of what you'll learn in this course.
Navigate around the CRM quickly and efficiently.
Organise and sort your data into lists.
Settings to be configured by individual users and settings for administrators.
View and send emails by connecting any email client
An overview of Zoho modules and how to use them.
Assigning tasks, adding events and logging phone calls for yourself and other CRM users.
How and where to store documents in the CRM