2.85 out of 5

130 reviews on Udemy

Zoho CRM – The Ultimate Guide on Zoho CRM

Master Zoho CRM and increase the business productivity

Instructor:

SkillTech Academy India

4,891 students enrolled

English [Auto]

Learn Customer Relationship Management and Zoho CRM

Understand Pricing & Account Activation, User Interface , Working with Vendors & Purchase Order , Working with Products , Working with Campaigns

Learn Working with Price Books , Working with Leads , Working with Deals & Quotes , Working with Sales Order & Invoices , Working with Activities & Projects.

Looking for a better way to manage and grow your business? Customer relationship management (CRM) software can surely be a great help. Let’s how you could utilize the features of Zoho CRM software effectively through this training. Zoho CRM is the name of an on-demand, SaaS-based CRM software designed to manage sales, marketing, contacts, customer support and other business functions. In this course, we will be learning the followings: Introduction to Customer Relationship Management , Overview of Zoho CRM , Pricing & Account Activation , Learn the User Interface , Working with Vendors & Purchase Order , Working with Products , Working with Campaigns , Working with Price Books , Working with Leads , Working with Deals & Quotes , Working with Sales Order & Invoices , Working with Activities & Projects.

Contents and Introduction

Introduction to Customer Relationship Management

CRM Features

Overview

Overview of Zoho CRM

ZOHO App Integration

Pricing and Activation

Pricing of ZOHO CRM

Account Activation ZOHO CRM

User Interface

Learn the User Interface

Learn the User Interface Continues

Customization Module

List of Modules

Creating Modules

Email Settings

Tab Group

Work Flow Rules

Lead Assignment Rules

Accounts and Contacts,Vendors and Purchase Order

Working with Accounts

Working with Contacts

Vendors and Purchase Order

Create Contacts

Products and Campaigns

Working with Products

Stock Information

Working with Campaigns

Working with Campaigns Continues

Price Books and Leads

Working with Price Books

Creating Products

Working with Leads

Create Quote

Deals and Quotes,Order and Invoices

Working with Deals and Quotes

Creating Quotes and Task

Sales Order

Creating Invoices

Activities and Projects,Cases and Solutions

Activities and Projects

Activities and Projects Continues

Cases and Solutions

Case Information

Dashboards,Reports and Forecasts

CRM Dashboards

Product Dashboards

CRM Reports

Sales Leads by Status

CRM Forecasts

Forecasts Summary

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

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!

2.9

2.9 out of 5

130 Ratings

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Certificate of Completion