Zoho CRM: Overview and Getting Started

An easy-to-follow guide to getting up and running with Zoho CRM right away.
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  • Lectures 9
  • Length 1 hour
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 6/2014 English

Course Description

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:

  • People whose company has decided to adopt and deploy Zoho CRM and need to learn how to use the system.
  • People who are joining a sales position in a new a company that is using Zoho CRM
  • Salespeople who want to get a better understanding for how a CRM works.

What are the requirements?

  • You should already have a Zoho CRM account. If you don't have an account yet, you can create one for free
  • If you are part of an organization that is already using Zoho CRM, then please ask your CRM admin to add you to your company's account.
  • Please note your actual Zoho CRM screen might look or act a little differently depending on what your account administrator has configured for you

What am I going to get from this course?

  • Add and track leads in Zoho CRM
  • Add notes, emails and documents to your deals
  • Use activity & events tracking and reminders so you can be organized and productive

Who is the target audience?

  • Users who are just getting started with Zoho CRM

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction to CRM, Sales Cycle, and Course Overview

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.

Section 2: Zoho CRM Basics

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.

Section 3: Email Integration, Reports and More

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.

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Instructor Biography

Zoho Academy, Training Team at Zoho

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:

Zoho CRM
Zoho Campaigns
Zoho Creator

If you'd like to see a course for a different Zoho Product, please let us know!

Instructor Biography

Mr. Arun Srinivasan, Zoho Training Expert

Hi there!

My name is Arun and I'm a CRM training expert at Zoho Corp. Among my many responsibilities is training Zoho users how to get the most out of their Zoho Apps especially as it relates to making their businesses run more efficiently.

I focus on making the training process as deliberate and easily understandable as possible so that anyone can easily follow along.

My background is in engineering, marketing, and business development. I graduated with my BA in Computer Engineering and worked in the engineering industry for 4 years before transitioning into marketing and business development which I've been doing for 5 years.

I have experience using several Zoho Apps and also spend time interfacing with various Zoho Customers and discussing the user experience.

Zoho offers a comprehensive suite online business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go.

Instructor Biography

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