Zoho CRM - The Ultimate Guide on Zoho CRM
3.1 (104 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
4,790 students enrolled

Zoho CRM - The Ultimate Guide on Zoho CRM

Master Zoho CRM and increase the business productivity
3.1 (104 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
4,790 students enrolled
Last updated 11/2018
English
English [Auto]
Current price: $64.99 Original price: $99.99 Discount: 35% off
5 hours left at this price!
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This course includes
  • 5.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Learn Customer Relationship Management and Zoho CRM
  • Understand Pricing & Account Activation, User Interface , Working with Vendors & Purchase Order , Working with Products , Working with Campaigns
  • Learn Working with Price Books , Working with Leads , Working with Deals & Quotes , Working with Sales Order & Invoices , Working with Activities & Projects.
Requirements
  • No prior knowledge of any specific domain is required.
  • Passion to learn and manage
Description

Looking for a better way to manage and grow your business? Customer relationship management (CRM) software can surely be a great help. Let’s how you could utilize the features of Zoho CRM software effectively through this training. Zoho CRM is the name of an on-demand, SaaS-based CRM software designed to manage sales, marketing, contacts, customer support and other business functions. In this course, we will be learning the followings: Introduction to Customer Relationship Management , Overview of Zoho CRM , Pricing & Account Activation , Learn the User Interface , Working with Vendors & Purchase Order , Working with Products , Working with Campaigns , Working with Price Books , Working with Leads , Working with Deals & Quotes , Working with Sales Order & Invoices , Working with Activities & Projects.

Who this course is for:
  • Students
  • Businessmen
  • Working professionals
  • Teachers
Course content
Expand all 41 lectures 05:23:57
+ Overview
2 lectures 17:30
Overview of Zoho CRM
08:20
ZOHO App Integration
09:10
+ Pricing and Activation
2 lectures 19:15
Pricing of ZOHO CRM
10:51
Account Activation ZOHO CRM
08:24
+ User Interface
9 lectures 01:09:13
Learn the User Interface
08:24
Customization Module
07:19
List of Modules
05:52
Creating Modules
07:21
Email Settings
05:53
Tab Group
12:04
Work Flow Rules
11:48
Lead Assignment Rules
05:16
+ Accounts and Contacts,Vendors and Purchase Order
4 lectures 34:16
Working with Accounts
10:29
Working with Contacts
07:03
Vendors and Purchase Order
10:47
Create Contacts
05:57
+ Products and Campaigns
4 lectures 27:48
Working with Products
08:08
Stock Information
05:05
Working with Campaigns
08:29
Working with Campaigns Continues
06:06
+ Price Books and Leads
4 lectures 29:14
Working with Price Books
09:22
Creating Products
05:40
Working with Leads
07:24
Create Quote
06:48
+ Deals and Quotes,Order and Invoices
4 lectures 31:46
Working with Deals and Quotes
11:05
Creating Quotes and Task
06:01
Sales Order
10:00
Creating Invoices
04:40
+ Activities and Projects,Cases and Solutions
4 lectures 31:47
Activities and Projects
08:05
Activities and Projects Continues
06:44
Cases and Solutions
08:47
Case Information
08:11
+ Dashboards,Reports and Forecasts
5 lectures 39:11
CRM Dashboards
10:39
Product Dashboards
04:25
CRM Reports
10:25
Sales Leads by Status
04:35
CRM Forecasts
09:07