Udemy

Zoho CRM: Complete User Training for Managing Your Business

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  • 242 Students
  • Updated 8/2021
  • Certificate Available
4.3
(85 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
6 Hour(s) 39 Minute(s)
Language
English
Taught by
Tabish Alam
Certificate
  • Available
  • *The delivery and distribution of the certificate are subject to the policies and arrangements of the course provider.
Rating
4.3
(85 Ratings)

Course Overview

Zoho CRM: Complete User Training for Managing Your Business

6hrs+ Zoho CRM Training Course by a Top Certified Trainer! Learn Zoho CRM Fast and Start Growing Your Business!

Using Zoho CRM should make your life easier, right?!

Your organization has rolled out Zoho CRM or is about to, and you know it’s going to help you manage your customer data and sales better, but there’s just so much to learn!


Is this you?

  • Do you want to use all the great features in Zoho but are not even sure where half of them are

  • Do you get lost in all the tabs and settings available?

  • Are you getting confused by Zoho's Sales Process?

  • Are you struggling to get customers and sales data into Zoho CRM the RIGHT way?

  • Are you being 'beaten up' about not getting calls, meeting, and emails to customers recorded in CRM?

  • Are you getting frustrated by the difference between a Lead and Opportunity?

  • Do you need to create and send quotes from the CRM to your customers?

  • Do you wish you could get a better understanding of how your business is doing using the Dashboards?


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


A few things to know about the Zoho CRM course.

  • It is NOT just for salespeople. The course will cover every aspect of sales AND customer management so it is a perfect starter for everyone in your organisation who needs to accurately record and share information about customers.

  • This course is for all skill levels. It’s designed to teach new users up to experienced system administrators all they need to know to get up and running quickly with Zoho CRM.

  • The course includes over 6.5 hours of training content. You can go over material at your own pace and keep checking back whenever you need to.

  • It’s a fraction of what you'd pay on-site training. A full-day training course in a classroom can cost your organisation around £800 (~$1,000) or more. This costs you a LOT less.


Course Content

  • 10 section(s)
  • 25 lecture(s)
  • Section 1 Introduction
  • Section 2 Navigation, Settings and Modules
  • Section 3 Designing your Sales Process
  • Section 4 Recording Leads, Customers and Deals
  • Section 5 Recording and tracking your sales activity
  • Section 6 Recording issues with Cases and Solutions
  • Section 7 Marketing with CRM
  • Section 8 Creating Reports, KPIs and Dashboards
  • Section 9 Extending CRM and building templates
  • Section 10 Summary

What You’ll Learn

  • Navigate around Zoho CRM so you get to what you need quickly
  • Discover what modules do and how to use them
  • Organise and sort customer data so you don't miss out on sales
  • Manage your leads, customers and deals correctly
  • Run marketing and social media campaigns within Zoho CRM
  • Understand how your business is performing using reports, KPIs and dashboards
  • Integrate your other software with CRM so you have a smoother business system
  • Standardise messages with custom templates


Reviews

  • M
    Mohammed Sutuhy
    4.0

    Perfect

  • L
    Lynda Allen
    5.0

    As a CRM trainer, I look for other crm trainers to train me and my team. This is an amazingly comprehensive course which leaves nothing to question. Thank you!

  • O
    Oscar Osvaldo Nares Padilla
    5.0

    very good so far

  • C
    Coen Vrey
    5.0

    Learned as lot thanks

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