An Introduction to Zoho CRM - Part 1

Get started with your CRM implementation
Rating: 4.5 out of 5 (123 ratings)
1,735 students
English [Auto]

A conceptual overview of Customer Relationship Management.
The concept and implementation of a sales cycle in business.
A quick screen tour of Zoho CRM and demonstration of top account security options.
A demonstration of major organization settings suitable for your business


  • The students need to sign up atleast to the Free edition of Zoho CRM to implement and try out what they learn in this course.


“Confusion, when embraced, is the starting point for discovery, direction and decision." — Richie Norton

Often, when you begin something new, you are bound to be confused. When you go to a new country, you might struggle to understand the people, the cultures, or say their transport system. You might lose your way in a new city, despite a clear map. However, this confusion will pave the way for you to learn, decide and achieve clarity eventually. This sort of confusion is to be embraced, not feared.

Similarly, while software systems are for the most part user-friendly and simple, as you get started with the system, some amount of initial confusion is inevitable. When presented with a plethora of features, which ones do you use? How do you work your way through a control panel with myriad privileges to enable or disable? These questions could trouble you when you embark on setting up a whole new software system for your business.

If you are at a similar point with Zoho CRM, we are here to help. Part 1 of An Introduction to Zoho CRM course introduces you to the concepts of Customer Relationship Management and the general sales cycle and its implementation in your Zoho CRM account. Part 2 of the course walks you through the basics of setting up your account, including your organization settings and security options. If you are a beginner with CRM, these courses are ideal for you.

Every chapter comes with key learning blocks including conceptual explanations, product demos, FAQs, best practices, as well as self-assessment sections to test your knowledge by the end of the course. Take this course right away to get started with setting up CRM for your business.

Who this course is for:

  • Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business.
  • CRM administrators who are responsible to set up the organization's CRM account.


User Education
Zoho CRM Academy
  • 4.6 Instructor Rating
  • 203 Reviews
  • 2,609 Students
  • 6 Courses

Master Zoho CRM and make the best use of it in your business with all the free courses from the Zoho CRM Academy. From concepts to all the detailed demos, with every course, you can learn and implement all that is to know about the various features and their usage.

Lead — User Education | Zoho CRM
Vaagdevi Ravishankar
  • 4.6 Instructor Rating
  • 203 Reviews
  • 2,609 Students
  • 6 Courses

Vaagdevi Ravishankar is a part of the Zoho CRM Marketing team. She specializes in creating training materials and product resources for Zoho CRM. Her background in content writing and instructional design, coupled with a keen interest for CRM that she developed over six years with Zoho, make her an ideal fit to educate businesses about this platform. Besides writing, she enjoys music, travel and cinema.