Courses

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

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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
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Zoho CRM Essentials: Managing Sales and Customers

Learn essential Zoho CRM skills to manage your leads, accounts, contacts, deals, quotes, sales orders and invoices.

  • Navigating the CRM interface
  • What's a Lead and when do you use it?
  • Adding Accounts and Contacts
  • Adding and tracking Deals
  • Creating Quotes
  • Creating Sales Orders
  • Creating and sending Invoices
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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
FREE

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