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An Introduction to Zoho CRM - Part 2
Rating: 4.6 out of 5(117 ratings)
2,692 students

An Introduction to Zoho CRM - Part 2

Get started with your CRM implementation
Created byZoho CRM Academy, Vaagdevi Ravishankar
Last updated 11/2020
English
English [Auto],

What you'll learn

  • A demonstration of major organization settings suitable for your business.
  • The top account security options and a demo on how to set it up.

Course content

3 sections • 6 lectures • 1h 38m total length

  • Conceptual explanation of the organization settings10:33

    Explore how organization settings tailor Zoho CRM, covering company details, fiscal year, business hours, and currencies, and learn how time zones, holidays, and multi-currency support enable accurate workflows.

  • Demo: Company details and fiscal year9:18

    Learn how to configure Zoho CRM organization settings, including company details, logo, and contact information, with local currency and time zone. Understand how fiscal year settings underpin forecasting and targets.

  • Demo: Business hours and multiple currencies31:42

    Learn to configure business hours, shift hours, and holidays in Zoho CRM to map team availability, then enable multiple currencies with a home currency for international deals.

  • FAQs and Troubleshooting on the Organization Settings10:02

    Learn how to configure organization settings in Zoho CRM, including logo usage across pages and templates, currency management, fiscal year alignment, business hours versus attendance, shifts, and yearly holidays.

Requirements

  • You should have completed the first part of this course - An Introduction to Zoho CRM - Part 1.
  • Part 1 of this course covers an overview of Customer Relationship Management, concept and implementation of a sales cycle in business and a quick screen tour of Zoho CRM.
  • 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.

Description

Often, when you begin something new, you are bound to be confused. As you get started with a CRM 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 (this course) walks you through:

  • the basics of setting up your account

  • adding your organization settings

  • setting up the business hours, configuring shifts, and adding holiday lists for different regions

  • setting up the fiscal year

  • configuring multiple currencies when you do business globally

  • setting up security options such as two-factor authentication and allowed IPs.

If you are a beginner with CRM, these courses are ideal for you. Every chapter comes with key learning blocks including conceptual explanations and product demos to help you understand the topics well.

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.

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