Zoho CRM Admin: Learn to Master Business Sales step-by-step
4.1 (5 ratings)
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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
4.1 (5 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
27 students enrolled
Last updated 6/2017
English
Current price: $10 Original price: $45 Discount: 78% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 10 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I 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
View Curriculum
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 is the target audience?
  • 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
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Curriculum For This Course
209 Lectures
10:06:11
+
Sales force automation
47 Lectures 02:01:59





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
+
Managing campaigns in Zoho CRM
6 Lectures 15:49
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
+
Account settings
8 Lectures 16:45
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
+
Security control
22 Lectures 01:07:57
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
+
Customization
39 Lectures 01:54:09
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
+
Data administration
13 Lectures 40:09
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
+
Automations
15 Lectures 55:20
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
+
Manage your Zoho CRM subscription
2 Lectures 06:18
Add users to CRM
02:02

Purchase CRM licenses
04:16

Final Test
5 questions
+
More actions
27 Lectures 01:24:53
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
+
Inventory management
27 Lectures 01:13:46
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
1 More Section
About the Instructor
Zenith Business School
4.0 Average rating
62 Reviews
2,355 Students
11 Courses
Learn from Zoho Experienced Professionals

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.