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Zoho CRM Admin: Learn to Master Business Sales step-by-step

Administrator Level: Learn from Zoho CRM Experience Experts how to manage all the aspects from Zoho CRM
Rating: 3.4 out of 53.4 (84 ratings)
515 students
Created by Zenith Business School
Last updated 6/2017
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • By the end of this course, you will be able to successfully use Zoho CRM on the job and explain to others what it is
  • Effective combination of video demonstration, clear explanation of both the how and why, and ample practice exercises for effective learning
  • Proven methodology for successful application on the job
  • Comprehensive coverage of all responsibilities a Sys Admin would be expected to fulfill
  • Expert preparation for non-tech users to add tech to their career paths

Requirements

  • No previous knowledge of Zoho is required
  • You can sign up in our website and get a free Zoho CRM account.

Description

What is Zoho CRM? 

Why are so many employers looking for people who have that skill? How do you use it? Is it a technology you would love enough to embark upon a career as a highly paid System Administrator, Consultant, Startup or consolidated business. 

Zoho CRM is a powerful cloud plantform and with it you can manage your entire team of sales, emails, documentation, calls, etc and you can integrate it with other Zoho apps and third party platforms through platforms like Zapir or using it advanced API.

Increase Your Sales and your Income With Easy to Follow Training

In this course you will learn the answers to all these questions, and gain the ability to confidently present yourself as someone who knows how to use this popular business tool. If you're already working at a company that has Zoho, you will finally learn how to apply best practices to get the most out of the tool and make your work life easier and perhaps even help you get that raise. 

If you're considering a new career that will greatly increase your income and have terrific job security even during recessions, then this course is the foundation you need to be able to master Zoho CRM successfully in your business or others people business, which will train you for both job performance and sales increases. Our company income doubled within just 7 months after we learned how to properly use Zoho CRM. We immediately realized we wanted to specialize in customizing the system, not just using it. 

Whatever your situation, this course will give you the opportunity to build competency with a pervasive business technology tool, Zoho CRM.

Other things you should know about this course: 

  • This course was created by Expert Trainers and Zoho Product Managers who deal with hundred of customer every week so that they have an impressive knowledge of the Zoho Ecosystem and Sales Business and it uses Advanced Learning Methodology to guarantee effective learning
  • This is a very complete non-nonsense course with over 200+ video units summing over 10+ hours of quality learning time.
  • Depending on your pace, time and skills it may take you from a week to a few weeks to complete this course if you do the exercises and are only working at it in evenings after work.
  • The course was created by Zenith Business School, the training business unit from SagitaZ Corporation a 100% Zoho Business oriented international corporation. 
  • We are Zoho Training and implementation experts with over 1000 Zoho implementation projects behind us in over 25 countries. 
  • Around 10 people work for about a year to create this course. Zoho CRM project manageres, developers, creative creators, instructors, etc, so there is an impressive amount of time and expert knowledge injected in this course.  


(Google "Zoho formacion" and you will see that we lead the space.) We are also registered Zoho Alliance Partners, Zoho Premium Partners and Consulting Partners, who have trained literally hundreds of new users just like you. We know that no matter how little you know now, you can absolutely learn to use this CRM if you are willing to do the effort. 

If you need access to a Zoho CRM to do the exercises in because your current company does not have Zoho, you can sign up for Zoho CRM directly in our SagitaZ website - sagitaz(.)com - completely FREE. If you are considering purchasing Zoho at your company, use this link for a free 30-day trial.

About us: Zenith Business School

We are a professional and business online training company.

Visit our website zenith.school for more information about our postgraduated programms.

We currently offer three university degrees:

  • Zoho Sales & Marketing
  • Zoho Creator
  • Zoho Finance

You can also access these courses, where an official certification is issued, even if you don't have any university training, in which case a "Certificate of Achievement" will be issued.

Visit our website to get more information about our University Training Posgrade Programs and our Software & Consulting Services. We also have an impressive blog where we publish Zoho and Business Development articles on daily basis.

We hope you will enjoy this course and learn a lot in the process, and decide to also take some of our other courses. Be sure to always read our course announcements, so that you don't miss special promotions we offer on other courses, as well as knowing when we add new material to this course. 

Note: This course focuses on the brand new Zoho CRM launched in mid 2016 with the brand new user interface, it features dozens of new features that are explained in this course in a step y step manner.


Turn curiosity into a profession by learning what it is, what to do with it, and how to use it successfully.

Ready? Let's go! A great career and bigger Sales are waiting for you.

Who this course is for:

  • Anyone who wants to really use Zoho CRM
  • Those who want to learn how to master Leads, Clients and Opportunities
  • Companies who want to grow their sales by better managing customers information
  • Company administrators who really want to discover how to properly use a CRM

Course content

11 sections • 209 lectures • 10h 6m total length

  • Preview02:25
  • Preview02:56
  • Preview02:15
  • Preview02:00
  • Preview02:40
  • Convert Leads
    03:29
  • Mass convert selected Leads
    03:00
  • Mass convert leads based on criteria
    03:15
  • Convert Leads automatically
    04:15
  • Create Accounts
    01:55
  • Edit Accounts
    01:53
  • Clone Accounts and manage Member Accounts
    03:44
  • Delete Accounts
    01:37
  • Associate Accounts
    01:40
  • Create Contacts
    02:27
  • Edit Contacts
    01:58
  • Clone Contacts
    02:11
  • Delete Contacts
    01:30
  • Associate Contacts
    01:39
  • Create Deals
    04:15
  • Edit Deals
    02:14
  • Clone Deals
    02:08
  • Delete Deals
    01:45
  • Associate Deals
    02:04
  • Big Deal Alert
    02:39
  • Manage Potentials/Deals and Timeline
    02:46
  • Create forecasts based on roles
    03:24
  • Forecasts based on Territory Hierarchy
    01:58
  • Edit forecast settings
    02:21
  • Manage forecasts
    03:14
  • Feeds module
    02:57
  • Use of Feeds module I
    02:20
  • Use of Feeds module II
    02:55
  • Manage documents
    02:44
  • Manage document folders
    02:36
  • Differences between Task, Event and Call
    03:45
  • Create Tasks associated to records
    01:58
  • Create Tasks not associated to records
    02:19
  • Create Events associated to records
    02:06
  • Create Events not associated to records
    02:34
  • Create Calls associated to records
    01:42
  • Create Calls not associated to records
    03:03
  • Manage Activities
    02:56
  • Set recurrent activities
    03:09
  • Use of CRM Calendar
    03:18
  • Edit Calendar preferences
    03:33
  • Delete Activities
    02:27
  • Final Test
    5 questions

  • Create Campaigns
    03:09
  • Edit Campaigns
    02:13
  • Clone Campaigns
    01:57
  • Associate Campaigns
    02:11
  • Associate Leads or Contacts to a Campaign
    03:13
  • Associate Leads or Contacts to a Campaign through an import
    03:06
  • Final Test
    5 questions

  • Edit Account settings
    02:39
  • Add user photo
    01:28
  • Edit Zoho CRM signature
    01:45
  • Manage allowed IPs
    02:22
  • Set Company details
    03:00
  • Set up Fiscal Year
    01:44
  • Manage business hours
    01:41
  • Manage multiple currencies
    02:06
  • Final Test
    5 questions

  • User management: Add users
    02:39
  • User management: Deactivate users
    02:32
  • User management: Delete and re-invite users
    02:02
  • Create Profiles
    04:05
  • Edit Profile permissions I
    03:40
  • Edit Profile permissions II
    05:27
  • Assign Profiles
    01:28
  • Delete Profiles
    01:19
  • Edit field permissions
    03:09
  • Create Roles
    03:52
  • Assign Roles
    01:58
  • Edit and delete Roles
    02:54
  • Share individual records
    04:45
  • Create Groups
    02:05
  • Data sharing rules
    03:59
  • Create data sharing rules
    03:15
  • What are territories?
    02:47
  • Create territories
    03:43
  • Create subterritories
    03:17
  • Assign territories
    03:42
  • Assign deals to territories
    03:07
  • Disable territory management
    02:12
  • Final Test
    5 questions

  • Set Home tab
    03:46
  • Manage modules
    02:31
  • Rename modules
    02:00
  • Module customization
    03:47
  • Preview modules
    02:49
  • Create custom modules
    03:45
  • Create group tabs
    02:19
  • Web tabs
    02:02
  • Create fields: single line, email and phone
    04:35
  • Custom fields: pick list and multi selection
    03:36
  • Custom fields: multi line and autonumber
    02:59
  • Custom fields: check, date and currency
    03:34
  • Create lookup fields
    02:36
  • Create formula fields
    04:29
  • Map fields
    03:47
  • Map dependency fields
    03:00
  • Stage-Probability assignment
    03:16
  • Assign Contact Roles
    02:37
  • Customize tax rates
    02:00
  • Edit "Terms and Conditions" field
    02:12
  • Create fields from quotes
    02:18
  • Fields assignment for inventory modules
    02:08
  • Business Card customization
    02:48
  • Add photos to records
    01:19
  • Organize page details
    02:15
  • Customize related lists
    02:21
  • Create custom Views
    03:34
  • Edit custom Views
    02:16
  • Use of custom Views
    02:42
  • Mark Views as favorites
    01:38
  • Unique fields
    03:18
  • Create links
    02:31
  • Email templates
    02:32
  • Create email templates
    05:14
  • Edit email templates
    02:12
  • Create mail merge templates
    04:27
  • Send mail merge templates
    02:24
  • Create inventory templates
    04:23
  • Inventory templates
    02:09
  • Final Test
    5 questions

  • Reports module
    02:15
  • Create report folders
    02:29
  • Create reports
    03:43
  • Edit reports
    02:34
  • Export and Create charts in Reports
    03:14
  • Schedule reports
    03:29
  • Create report dashboards
    02:38
  • Create dashboards from the gallery
    03:00
  • Key aspects to know before importing
    03:00
  • Import records
    05:44
  • Import History
    02:39
  • Export records
    02:25
  • Backup
    02:59
  • Final Test
    5 questions

  • Workflows
    03:35
  • Workflows: alerts
    03:14
  • Workflows: tasks
    03:48
  • Workflows: based on data fields
    04:09
  • Workflows: time based actions
    04:34
  • Workflows: update fields
    03:47
  • Create web forms
    06:34
  • Edit web forms
    02:52
  • Auto-response rules
    02:55
  • Unsubscription form
    04:29
  • Set up approval processes
    03:48
  • Approval processes: approval
    02:08
  • Approval processes: rejection
    02:48
  • Case escalation rules
    03:18
  • Create assignment rules
    03:21
  • Final Test
    5 questions

  • Add users to CRM
    02:02
  • Purchase CRM licenses
    04:16
  • Final Test
    5 questions

  • Send emails from the record details page
    02:29
  • Add Notes
    02:00
  • Attach documents
    03:06
  • What is Zoho Sheet view?
    04:12
  • Search and Navigate records and Recent Items
    03:38
  • Find and merge records
    03:26
  • Deduplicate records
    04:07
  • Approve records
    03:19
  • Mass update records
    02:08
  • Mass delete records
    01:33
  • Mass transfer records
    01:33
  • Send mass email
    02:34
  • Schedule mass email
    02:37
  • Static Autoresponders
    03:20
  • Dinamic Autoresponders
    04:46
  • Differences between macros and workflows
    05:18
  • Create macros
    03:05
  • Run Macros
    02:24
  • Manage macros
    02:23
  • Storage and Recycle Bin
    02:58
  • Enable Zoho Mail add-on
    03:31
  • Activate Email tracking
    03:12
  • Use of Mail magnet
    02:58
  • Email POP integration
    05:09
  • Set up BCC Dropbox
    04:16
  • Email IMAP integration
    03:14
  • Deactivate Zoho Mail add-on
    01:37
  • Final Test
    5 questions

  • Create products
    02:36
  • Edit products
    01:40
  • Clone products
    01:42
  • Inactivate products
    01:57
  • Associate products
    01:57
  • Inventory Management
    06:11
  • Create price books
    02:06
  • Create price books: Differential pricing model
    02:25
  • Create price books: Flat pricing model
    02:09
  • Delete price books
    01:06
  • Associate price books to products
    02:20
  • Import price list
    03:53
  • Create quotes
    06:16
  • Convert quotes
    02:15
  • Convert quotes automatically
    04:05
  • Send quotes to customers
    02:19
  • Associate quotes
    01:36
  • Create sales orders
    02:44
  • Convert sales orders automatically
    04:04
  • Associate Sales Orders
    01:55
  • Create invoices
    02:00
  • Associate invoices
    01:53
  • Register vendors
    02:16
  • Create vendor contacts
    02:19
  • Create purchase orders manually
    03:29
  • Manage purchase orders
    04:36
  • Associate purchase orders
    01:57
  • Final Test
    5 questions

Instructor

Zenith Business School
Learn from Zoho Experienced Professionals
Zenith Business School
  • 3.7 Instructor Rating
  • 982 Reviews
  • 18,509 Students
  • 11 Courses

From the makers of the popular Zoho Creator University Degree

Zenith Busines School's founder started as a technology training specialist with a Master's concentration in Advanced Learning Methodology, and it shows in our approach to helping our clients succeed in the modern world of business. 

We are cloud technology implementation, optimization, integration and training consultants, with particular expertise in Business Process Optimization, Zoho CRM, Zoho Creator, Zoho ERP Cloud, Custom Zoho Creator Development, and Systems Integrations. We are registered consulting and/or integration Alliance and Premium partners of Zoho. We are experts in cloud technology and business process leveraging cloud technology, and in teaching it to adult learners effectively for on-the-job application. We look forward to being a part of your career success.

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