Zoho CRM Training Full User Course
For anyone wanting to be the best at sales and customer management.
- 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
Zoho CRM: Essential CRM Skills to Manage Your Customers Better
Learn essential Zoho CRM skills to manage your leads, accounts, contacts and deals.
- Navigating the CRM interface
- What's a Lead and when do you use it?
- Adding Accounts and Contacts
- Adding and tracking Deals
Zoho SalesIQ: Turn Website Visitors Into Customers
See who's visiting your website, talk to them in real-time and then record everything in Zoho CRM.
- How to chat with visitors
- Seeing your SalesIQ activity in Zoho CRM
- SalesIQ Reports
- Managing users in SalesIQ
- Configuring the chat popup, cookie and blocking IPs
- Staying GDPR compliant in SalesIQ
- Automating SalesIQ – triggering, routing and monitoring chats
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