4.69 out of 5
4.69
8 reviews on Udemy

Zoho CRM: Complete User Training for Small Businesses

Full Zoho CRM Training Course by a Top Certified Trainer! Less Time Learning Zoho and More Time Growing Your Business!
Instructor:
Tabish Alam
33 students enrolled
English [Auto]
Navigate around Zoho CRM so you get to what you need quickly
Discover what modules do and how to use them
Organise and sort customer data so you don't miss out on sales
Manage your leads, customers and deals correctly
Run marketing and social media campaigns within Zoho CRM
Understand how your business is performing using reports, KPIs and dashboards
Integrate your other software with CRM so you have a smoother business system
Standardise messages with custom templates

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.

Introduction

1
Introduction

An overview of what you'll learn in this course.

Navigation, Settings and Modules

1
Navigating the CRM interface

Navigate around the CRM quickly and efficiently.

2
Viewing you data with lists and filters

Organise and sort your data into lists.

3
Configuring user settings

Settings to be configured by individual users and settings for administrators.

4
Connecting your emails

View and send emails by connecting any email client

5
Understand Zoho modules

An overview of Zoho modules and how to use them.

6
Creating Tasks, Events and Calls

Assigning tasks, adding events and logging phone calls for yourself and other CRM users.

7
Storing documents

How and where to store documents in the CRM

Designing your Sales Process

1
The B2B Sales Process in Zoho
2
The B2C Sales Process in Zoho

Recording Leads, Customers and Deals

1
What is a Lead and when do you use it
2
Adding Accounts and Contacts
3
Adding and tracking Deals

Recording and tracking your sales activity

1
Creating Quotes
2
Creating Sales Orders
3
Creating and sending Invoices
4
Generating Purchase Orders
5
Adding Products, Vendors and Pricebooks

Recording issues with Cases and Solutions

1
Monitoring and responding to customer feedback with Cases and Solutions

Marketing with CRM

1
Understanding which marketing campaigns generated sales
2
Managing your social media with Zoho CRM

Creating Reports, KPIs and Dashboards

1
Turn data into appealing reports and insightful dashboards to track your KPIs

Extending CRM and building templates

1
Connecting to other business applications using Integrations
2
Sending standardised messages with Templates and Mail Merge

Summary

1
Wrapping up
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!
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Includes

7 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion
Zoho CRM: Complete User Training for Small Businesses
Price:
$88.98

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