Zoho CRM: Overview and Getting Started is designed for the new Zoho CRM users who need to start from the beginning. This course explains the core features of Zoho CRM and aims to get a new Zoho CRM user comfortable with the most important CRM features as fast as possible.
By the end of the course, users should be comfortable using the basic features of Zoho CRM and be able to easily add and track leads for their business.
The people that should take this course are:
Lecture 1 is an overview of the course and also helps to familiarize you with some terminology that we will be using throughout the course.
Lecture 2 covers the basics of adding and editing a lead in Zoho CRM.
Lecture 3 covers the basics of using and editing different lead tracking fields.
Lecture 4 goes over how to convert a lead into an account and contact as you move the lead through your sales cycle.
Lecture 5 covers how to integrate your email service into your CRM and relate emails to your leads and contacts.
Lecture 6 shows you how to create detailed reports ranging from sales efficiency to forecasting and lead tracking.
Lecture 7 covers document management activities, such as uploading sales collateral, attaching documents to sales records, creating documents online, and storing relevant material within Zoho CRM.
Lecture 8 covers the various activities you can track in the CRM and how to customize your "Home" tab.
Lecture 9 covers the various Zoho CRM resources available to you and shows you where to find them so you can keep learning.
Zoho Academy is the official Zoho training account that helps you learn about our products and other related topics in Udemy. You can get trained on:
Product usage basics
Advance product configuration and administration
Tips and Tricks
and other related topics
We are currently offering courses for:
If you'd like to see a course for a different Zoho Product, please let us know!