Zoho CRM Training

For everyone who needs to use Zoho CRM regularly.

  • Navigate around the CRM interface
  • View and send emails
  • Assign tasks, add events and log phone calls
  • Designing your Sales Process
  • Recording Leads, Customers and Deals
  • Tracking your sales activity
  • Creating Quotes, Sales Orders and sending Invoices
  • Recording issues with Cases and Solutions
  • Marketing with CRM
  • Creating Reports, KPIs and Dashboards
  • Extending CRM and building templates

Zoho CRM Administrator Training

An essential starter course for Zoho CRM Admins.

  • Managing personal settings and access security
  • Setup user permissions and access to data
  • Import, export, and backups
  • Make data collection comply with GDPR
  • Connect external email to CRM
  • Bring all communication together in one place
  • Encourage healthy competition with Gamescope
  • Get deeper insights with Zia, the AI assistant
  • Programme CRM to do more for your business
  • Connect to other business apps in the marketplace
  • BONUS LESSON: Manage users and applications in Zoho One

Customising Modules and Fields

Tailor CRM to the way you and your organisation work.

  • Home page
  • Wizards
  • Pipelines
  • Templates
  • Translations and copy customisation
  • Marketing attribution and segmentation
  • Portals
  • Business cards and organise modules

Zoho Marketing App Integrations

Join up your marketing efforts in CRM

  • Zoho Survey
  • Forms
  • SalesIQ
  • Bonus: Working with MailChimp

Automations and BPM Workflows

Streamline and automate CRM

  • Assignment rules and case escalation
  • Scoring
  • Blueprints
  • Approval and review processes

Zoho Operations

Finance and advanced reporting integrations

  • Zoho Books and Inventory
  • Zoho Subscriptions
  • Zoho Analytics
  • Sign

Build your own Integrations

Connect Zoho CRM to all your business applications

  • Zoho Flow
  • Zapier

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