Using SMS in Zoho CRM

Using SMS in Zoho CRM, available at Free, has an average rating of 4.15, with 19 lectures, based on 16 reviews, and has 974 subscribers.

You will learn about Use cases for SMS in Zoho CRM How to choose the right SMS integration How to send mass SMS campaigns How to send automated SMS campaigns This course is ideal for individuals who are Zoho CRM administrators or Business Owners It is particularly useful for Zoho CRM administrators or Business Owners.

Enroll now: Using SMS in Zoho CRM

Summary

Title: Using SMS in Zoho CRM

Price: Free

Average Rating: 4.15

Number of Lectures: 19

Number of Published Lectures: 19

Number of Curriculum Items: 21

Number of Published Curriculum Objects: 21

Original Price: Free

Quality Status: approved

Status: Live

What You Will Learn

Use cases for SMS in Zoho CRM
How to choose the right SMS integration
How to send mass SMS campaigns
How to send automated SMS campaigns

Who Should Attend

Zoho CRM administrators
Business Owners

Target Audiences

Zoho CRM administrators
Business Owners

Sick of your email marketing campaigns falling flat? Email is a very crowded channel and it’s hard to land in your prospect’s inbox. When done well, SMS can have a much higher open and engagement rate. In this short course, we show you how you can use SMS within Zoho CRM to improve customer service and close deals faster. We will cover what you should and should not do with SMS, how to choose the right SMS gateway and integration and give you some examples what’s possible with templated SMS, inbound reply notifications and automation. Whether you want to send out an SMS blast to thousands of leads or you want to use a workflow rule to send out an SMS when a customer’s order is ready, the possibilities are endless when you combine Zoho CRM with a quality SMS integration.

The course is presented by Jeremy Nagel, a veteran in the Zoho world along with his colleague, Francisco Campos, who has helped hundreds of Zoho customers integrate SMS. The pair have a wealth of knowledge about what works and what doesn’t work when it comes to sending SMS inside Zoho CRM.

The course features examples from the SMS integration built by the team at Smooth Messenger to help you understand what’s possible. Although the examples are specific, the concepts are broadly applicable to any of the 81 other SMS integrations on Zoho Marketplace.

We hope you enjoy this free course and look forward to hearing about how you plan to use SMS to supercharge your customer communications.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Intro to course

Lecture 2: Intro to SMS in Zoho CRM

Lecture 3: Do's and don'ts of SMS

Lecture 4: SMS Gateways – which one is best?

Lecture 5: Introduction – Francisco

Chapter 2: Setting up integration with Smooth Messenger in Zoho CRM

Lecture 1: Installing Smooth Messenger

Chapter 3: Sending manual SMS from Zoho CRM

Lecture 1: Send out a templated message to a single contact

Lecture 2: Send out SMS to multiple contacts via the list view

Lecture 3: Send out SMS to multiple contacts via the bulk SMS screen

Chapter 4: Replying to SMS

Lecture 1: Getting reply notifications – Sales Signals

Lecture 2: Getting reply notifications – Create tasks

Lecture 3: Getting reply notifications – Zoho Cliq

Lecture 4: Getting reply notifications – Email to SMS

Lecture 5: Getting reply notifications – Chrome extension

Lecture 6: Replying from the messenger widget

Lecture 7: Replying from the inbox screen

Lecture 8: Replying via email

Chapter 5: Sending automated SMS from Zoho CRM

Lecture 1: Sending workflow SMS the easy way

Lecture 2: Sending drip SMS marketing campaigns

Chapter 6: Conclusion

Instructors

Jeremy Nagel
Zoho Creator/CRM developer

Rating Distribution

1 stars: 1 votes
2 stars: 1 votes
3 stars: 5 votes
4 stars: 4 votes
5 stars: 5 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

Menu