Zoho CRM training program For Small Business Owners
5.0 (37 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.
108 students enrolled

Zoho CRM training program For Small Business Owners

Designed for Zoho CRM and Zoho One users
Bestseller
5.0 (37 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.
106 students enrolled
Created by Lior Izik
Last updated 6/2020
English
English [Auto]
Price: $159.99
30-Day Money-Back Guarantee
This course includes
  • 7 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Customizing Zoho CRM Using Best Practices
Requirements
  • None
Description

My name is Lior Izik and I am a certified Zoho Consultant and Authorized Partner.

I work with small business owners directly to help them learn, optimize, and customize their Zoho systems.

My goal is to reduce your dependency on Zoho consultants by learning how to create and maintain your own Zoho CRM system. I will teach you how to properly utilize Zoho systems and answer any pressing questions you may have regarding the software. The video sessions are recorded and can be referred back to if needed.


Who this course is for:
  • Zoho CRM and Zoho One Users
Course content
Expand all 41 lectures 06:59:33
+ Zoho CRM - Settings and Configurations
5 lectures 23:09

Learn how to configure your Zoho CRM’s personal settings such as editing names, email signatures, time zones, company details, currencies, and more.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Please note: Multi currencies enabled only on Zoho paid versions.

Zoho One free trial version can be accessed from: https://payments.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec



Preview 10:06
Lesson 1 Quiz
3 questions

Lesson 2: Learn how to sync your existing email/s to Zoho CRM, use and set up your email and learn how to tweak the settings.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Preview 04:51
Lesson 2 Quiz
3 questions

Lesson 3: You will learn how to connect your Google Calendar into Zoho CRM and learn the basic calendar settings.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Preview 03:34
Lesson 3 Quiz
3 questions
+ Modules and Fields
4 lectures 47:29

Lesson 4: You will learn how to edit, adjust modules and learn the basic settings in Zoho CRM. You will also become familiar with the basic functions of each modules.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 4 - Modules Settings
14:55
Lesson 4 Quiz
3 questions

Lesson 5: You will learn how to create new modules (Referral Module), in depth. You will be learn how to do it and introduced you to different options and functions.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 5 - Custom New Module
19:48
Lesson 5 Quiz
3 questions

Lesson 6: Get updated with the new updates and its functions in Zoho CRM.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

New Update - Quick View and Quick Create
05:05
Lesson 6 Quiz
3 questions
Wizards (2020 Addition)
07:41
+ Crazy important! Backups!
1 lecture 06:59

Crazy Important Backups: Learn how to back up your important files, information and data.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A


Zoho CRM Backups
06:59
Backups Quiz
3 questions
+ Zoho CRM - The Sales Cycle
4 lectures 56:01

Lesson 6: You will learn about the Sales Cycle, how the it boosts your income, how it relates to different modules and its importance.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 6 - The Sales Cycle
25:35
Lesson 6.1 - Pipelines and multiple Deal Stages (2020 Addition)
05:04
Lesson 6 Quiz
3 questions

Lesson 7: You will learn what to do after the sales cycle, learn how to create invoices and learn about the products module and more.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 7 - After The Sales Cycle
12:53
Lesson 7 Quiz
3 questions

Lesson 8: You will learn purchase order, vendors and products and how to manage it.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 8 - Purchase Order, Vendors and Products
12:29
Lesson 8 Quiz
3 questions
+ Zoho CRM - Efficient Work Habits
5 lectures 50:20

Lesson 9: Learn how to import data and leads from csv into Zoho CRM.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 9 - Import Data
08:31
Lesson 9 Quiz
3 questions

Learn how to easily restore a Zoho CRM Backup and know where to access it.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 9.1 - Restore a Zoho CRM Backup
14:53

Lesson 10 Part I: Learn the best practices on how to work efficiently and work habits.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 10 - Efficient Work Habits (Part 1)
09:50
Lesson 10 Quiz
3 questions

Lesson 10 Part II: Learn how to filter information/data to help you organize and work efficiently.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 10 - Efficient Work Habits (Part 2)
06:36
Lesson 10 Part II Quiz
3 questions

Lesson 10 Part III: Learn how to utilize the Tasks, Events, Call and Follow up features and how to help you work efficiently with these tools.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 10 - Efficient Work Habits - Tasks, Events, Call and.. Followups (Part 3)
10:30
Lesson 10 Part III Quiz
3 questions
+ Zoho CRM - Email Templates
2 lectures 29:00

Lesson 11: Learn how to create amazing email templates, how to configure them and know how to use it for your business.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 11 - Email Templates Configuration
10:00
Lesson 11 Quiz
3 questions

Lesson 12: Learn how to create amazing email templates in order to get more business, sales and profits.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 12 - Email Templates
19:00
Lesson 12 Quiz
3 questions
+ Automation
7 lectures 01:50:06

Lesson 13: Understand the workflow and how it can help your business. Show you how to create workflow templates and how to execute them.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 13 - Workflows
21:50
Lesson 13.1 - Emails and Calls Workflows (2020 Addition)
07:11
Lesson 13 Quiz
3 questions

Lesson 14 Part I: Learn what Blueprint is, its features, functions, what you can do about it and its purpose.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 14 - Introduction to Blueprint
19:19
Lesson 14 Part I Quiz
3 questions

Lesson 14 Part II: Learn to create your first Blueprint and learn more about its importance.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 14 - Blueprint - Let's Do It!
42:56
Lesson 14 Part II Quiz
3 questions

Lesson 15: Learn how to create the easiest module which is the Assignment Rules, how it works and how it promotes efficiency.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A


Lesson 15 - Assignment Rules
05:30
Lesson 15 Quiz
3 questions

Lesson 16: Learn how does Approval Process works and how to take advantage of its benefits.

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Lesson 16 - Approval Processes
06:40
Lesson 16 Quiz
3 questions
Review Process (2020 Addition)
06:40
+ Zoho Sign - Bonus Sessions
2 lectures 07:48

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

How To Pre-fill A Zoho Sign Document With Details From The Crm?
05:35

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Sign In Person Using Zoho Sign
02:13
+ Zoho One - Bonus Sessions
8 lectures 01:04:10

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

The Zoho one OLD Interface (add users, add applications, authenticate domain)
06:04

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

The Zoho one NEW Interface (add users, add applications)
05:09

Leadpages free trial: https://leadpages.pxf.io/KGPVn

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Website Integration With Zoho CRM Webforms
11:32

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

The Power of Zoho Flow (Quickbooks Integration Tutorial)
09:01

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Zoho Sandbox Tutorial
06:08

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Zoho Forms Integration with Zoho CRM (get updates from An External Vendor)
13:02

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

Get Push Notifications To your Phone On a New Lead
03:49
Zoho Cliq and Zoho CRM Integration
09:25
+ Zoho Campaigns
3 lectures 24:31

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

How to Architect a Zoho Campaigns Email Blast and Get 15% Conversion
06:28

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

How To Send a Zoho Campaigns Email Blast?
10:59

Join our Zoho community: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A

How Can I Send Mass Text Messages From Zoho?
07:04