An Introduction to Zoho CRM – Part 1

An Introduction to Zoho CRM – Part 1, available at Free, has an average rating of 4.4, with 8 lectures, 1 quizzes, based on 288 reviews, and has 3701 subscribers.

You will learn about A conceptual overview of Customer Relationship Management. The concept and implementation of a sales cycle in business. A quick screen tour of Zoho CRM and demonstration of top account security options. A demonstration of major organization settings suitable for your business This course is ideal for individuals who are Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business. or CRM administrators who are responsible to set up the organization's CRM account. It is particularly useful for Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business. or CRM administrators who are responsible to set up the organization's CRM account.

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Summary

Title: An Introduction to Zoho CRM – Part 1

Price: Free

Average Rating: 4.4

Number of Lectures: 8

Number of Quizzes: 1

Number of Published Lectures: 8

Number of Published Quizzes: 1

Number of Curriculum Items: 9

Number of Published Curriculum Objects: 9

Original Price: Free

Quality Status: approved

Status: Live

What You Will Learn

A conceptual overview of Customer Relationship Management.
The concept and implementation of a sales cycle in business.
A quick screen tour of Zoho CRM and demonstration of top account security options.
A demonstration of major organization settings suitable for your business

Who Should Attend

Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business.
CRM administrators who are responsible to set up the organization's CRM account.

Target Audiences

Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business.
CRM administrators who are responsible to set up the organization's CRM account.

“Confusion, when embraced, is the starting point for discovery, direction and decision.” — Richie Norton

Often, when you begin something new, you are bound to be confused. When you go to a new country, you might struggle to understand the people, the cultures, or say their transport system. You might lose your way in a new city, despite a clear map. However, this confusion will pave the way for you to learn, decide and achieve clarity eventually. This sort of confusion is to be embraced, not feared.

Similarly, while software systems are for the most part user-friendly and simple, as you get started with the system, some amount of initial confusion is inevitable. When presented with a plethora of features, which ones do you use? How do you work your way through a control panel with myriad privileges to enable or disable? These questions could trouble you when you embark on setting up a whole new software system for your business.

If you are at a similar point with Zoho CRM, we are here to help. Part 1 of An Introduction to Zoho CRMcourse introduces you to the concepts of Customer Relationship Management and the general sales cycle and its implementation in your Zoho CRM account. Part 2 of the course walks you through the basics of setting up your account, including your organization settings and security options. If you are a beginner with CRM, these courses are ideal for you.

Every chapter comes with key learning blocks including conceptual explanations, product demos, FAQs, best practices, as well as self-assessment sections to test your knowledge by the end of the course. Take this course right away to get started with setting up CRM for your business.

Course Curriculum

Chapter 1: What's Customer Relationship Management?

Lecture 1: Conceptual explanation on CRM

Chapter 2: Sales Cycle – Concept and Implementation in Zoho CRM

Lecture 1: Concept and demo on the sales cycle

Lecture 2: Best practices and tips on the sales cycle

Lecture 3: FAQs and troubleshooting on the sales cycle

Chapter 3: Zoho CRM – Screen Tour

Lecture 1: Part 1 – Understanding modules & records

Lecture 2: Part 2 – Home tab and profile settings

Lecture 3: Part 3 – CRM Reminders

Lecture 4: Part 4 – Setup Walkthrough

Chapter 4: Self-evaluation

Instructors

Zoho CRM Academy
User Education
Vaagdevi Ravishankar
Lead — User Education | Zoho CRM

Rating Distribution

1 stars: 2 votes
2 stars: 2 votes
3 stars: 28 votes
4 stars: 101 votes
5 stars: 155 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!

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