Free Zoho Training - Course Trial
A taster course for newcomers to Zoho CRM as well as anyone looking for a quick refresher. Navigate CRM's different screens, understand how leads work, explore core modules and learn essential administrator skills.
Getting started with Zoho CRM.
Is this you?
- You’re returning to Zoho CRM having not used it for a while and everything’s changed?
- You’re looking at introducing Zoho CRM into your organisation and want to see if it’s right for you and your team?
- You’re thinking of signing up with an online training provider and want to see if The CRM Trainer is right for you?
Regardless of whether you’re an existing Zoho user who just wants to brush up on the basics or are new to the software and wants an independent introduction without the ‘sales pitch’ this free trial will cover useful CRM skills for users and administrators!
What will you learn in this course?
This is just a taste of what you’ll get in this trial course:
- Navigating the CRM interface
- What’s a Lead and when do you use it?
- Creating Quotes
- Sending standardised messages with Templates and Mail Merge
- Managing personal settings and company details
- Connecting external email to CRM to stay in control of conversations
- BONUS: Course discounts
I build CRM systems for organisations small and large, and I’ll be your teacher.
My name is Tabish Alam, and I’m a Senior Consultant at one of the top Zoho Partners in Europe. I hold a Level 2 Certification in Zoho CRM, which is currently the highest level possible.
I design and build Zoho CRM systems for clients across the world and have personally implemented over 60 systems for organisations of all sizes in a variety of industries, including manufacturing, distribution, professional services, IT, construction, pharmaceutical, and non-profits.
I regularly run on-site training for Zoho applications and hear a lot of questions about Zoho CRM from users and administrators alike. In this CRM User course, I share the answers to those questions, as well as hints and tips to make using your new CRM system simpler.
Updates and feedback.
Zoho CRM gets new features all the time, so I’ll be keeping this training course up to date. Be sure you check back regularly.
When you subscribe to my Youtube channel or sign up for updates on my website, I’ll let you know when I’ve produced new free mini-courses or updates to this course.
Finally, please let me know how you get on with the material. Your feedback is extremely valuable in making the courses even better.
Free Zoho Training
Study at your own pace, learn from home.
- Introductory user course
- Online video-based training
- Access on mobiles, tablets and desktops