Zoho CRM Essential Training Crash Course

What you'll learn
You will learn Zoho CRM in detail
You will be able to learn how to manage sales, marketing, and support in one CRM platform
You will also learn about Leads
You will learn how to convert lead into account and contact
You will be able to learn how to create, delete, and restore records
You will also learn about deals, search, and reports
You will also learn the rules related to scoring, workflow, and assignment
and much more
Requirements
Your intention to learn
No such experience required
Description
Welcome guys in this course I will be your instructor. In this course I will talk straight to the point. Therefore, we will cover more in less time.I tried my best to make this course compact and valuable. Because lots of people don't have enough time to watch lengthy courses. So, if you are one of those then this is perfect course for you.Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.Zoho CRM's has multiple plans, you can choose the one that best fits your needs. So, it works well for small to large businesses, but it's especially useful for new, small businesses that need a system that will grow with it.In this course you will easily learn and understand about leads, contacts, records, reports, search, forms, rules and processes in each module and you can implement it in practical grounds without any difficulty.Zoho CRM helps thousands of small and medium-sized enterprises across the globe to streamline their sales processes. With the Zoho Sign extension for Zoho CRM, you can now send documents required for signing to any contact stored in your CRM directly from the application. The integration also extends to Zoho CRM's mail merge and inventory templates, where you can use the CRM data to send out customized documents out for signing without having an ugly fixed-length placeholders.Zoho's success is its focus on scalability by unifying its CX platform horizontally and vertically means that more companies can be personal with their customers. Zoho has a plan for minimizing the adoption barrier of its operating system for business.I invite you to join me on this Zoho CRM journey. Let's get started.Thank you.
Overview
Section 1: Module 1
Lecture 1 What is CRM
Lecture 2 Different editions
Lecture 3 Adding profile details
Section 2: Module 2
Lecture 4 Creating leads
Lecture 5 Filtering and sorting
Lecture 6 Edit the lead
Lecture 7 Adding notes to leads
Lecture 8 Attach file and link
Lecture 9 Creating activity
Section 3: Module 3
Lecture 10 Convert lead into account and contact
Lecture 11 Cloning contacts
Lecture 12 Creating contact
Lecture 13 Delete and restore records
Section 4: Module 4
Lecture 14 Creating deals
Lecture 15 Search
Lecture 16 Reports
Section 5: Module 5
Lecture 17 Create forms
Lecture 18 Approval processes
Lecture 19 Scoring rules
Lecture 20 Workflow rules
Lecture 21 Assignment rules
Who wants to learn Zoho CRM,Who wants to manage their sales, marketing and support in one CRM platform,Managers, Sales Managers, Marketing Managers,Sales Executives, Business Owners, Production Teams,Students, Freelancers, Creators,Small, Medium or other size of Businesses,Anyone who is interested in learning Zoho CRM


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