Zoho CRM Essentials: Managing Sales and Customers

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

Free Zoho Training

Getting started with Zoho CRM.

Is this you?

  • Are you struggling to get customers and sales data into Zoho CRM the RIGHT way?
  • Are you getting frustrated by the difference between a Lead and a Deal?
  • Do you need to create and send quotes from the CRM to your customers?

Don’t worry.  This course will take you through everything you need to know to be up and running like a pro!

Who this course is for

  • Business Owners
  • Sales Managers and their teams
  • Finance and Administration teams who work with customer data and need to keep accurate records
  • Anyone who needs to use Zoho CRM in their job!

What will you learn in this Zoho CRM training course?

This is just a taste of what you’ll get in this course:

1. Getting around CRM.

  • Navigate around the CRM interface quickly and efficiently

2. Recording Leads, Customers and Deals.

  • What is a Lead and when do you use it?
  • Adding and updating Accounts and Contacts
  • Adding and tracking Deals.  

3. Tracking your sales activity.

  • Creating Quotes
  • Creating Sales Orders
  • Creating and sending Invoices
  • Generating Purchase Orders
Certified Zoho Trainer

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.

Thank you.

Zoho CRM Essentials: Managing Sales and Customers

Study at your own pace, learn from home.

$ 20
  • Introductory user course
  • Online video-based training
  • Access on mobiles, tablets and desktops