Courses
| I'm trying to... | How to Use CRM | Admin Course | Manage Your CRM |
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Navigate CRM and add basic data |
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Add detailed data, activity, and report on performance |
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Train people on how to use CRM |
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Manage an existing system better |
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Build a new system from the ground up |
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Fix an existing system |
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Add additional functionality, eg automation |
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Zoho CRM: Manage your CRM system
For anyone wanting to manage a CRM system better for their business.
- Understanding which Zoho subscription level is right for your business
- Before setting up your CRM
- Getting your users and stakeholders involved
- Designing your business processes
- Planning your build
- Organising the data for your build
- How to start a new Zoho CRM system
- Building your CRM
- Create and send pre-built Emails, Quotes, Invoices, and Documents
- How to send documents and contracts for digital signing from the CRM
- Managing users
- Saving everything you and your customers say
- Keeping customer data secure and compliant
- Display information the way you want, with Canvas
- Automating boring, repetitive tasks in CRM
- Even more automations to lock down your business processes
- Extending your system to work with other parts of your business
- Importing and exporting data in your CRM and other important data tasks
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 CRM: How to Use
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 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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