Zoho CRM User: Learn How to Master Sales Process Workflows
Zoho CRM User: Learn How to Master Sales Process Workflows, available at Free, has an average rating of 4.35, with 48 lectures, 5 quizzes, based on 236 reviews, and has 7484 subscribers.
You will learn about 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 This course is ideal for individuals who are Anyone who wants to really use Zoho CRM or Those who want to learn how to master Leads, Clients and Opportunities or Companies who want to grow their sales by better managing customers information or Company administrators who really want to discover how to properly use a CRM It is particularly useful for Anyone who wants to really use Zoho CRM or Those who want to learn how to master Leads, Clients and Opportunities or Companies who want to grow their sales by better managing customers information or Company administrators who really want to discover how to properly use a CRM.
Enroll now: Zoho CRM User: Learn How to Master Sales Process Workflows
Summary
Title: Zoho CRM User: Learn How to Master Sales Process Workflows
Price: Free
Average Rating: 4.35
Number of Lectures: 48
Number of Quizzes: 5
Number of Published Lectures: 48
Number of Published Quizzes: 5
Number of Curriculum Items: 53
Number of Published Curriculum Objects: 53
Original Price: Free
Quality Status: approved
Status: Live
What You Will 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
Who Should Attend
- 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
Target Audiences
- 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
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 50+ video units summing quality learning time.
- Depending
on your pace, time and skills it may take you a few days 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.
Course Curriculum
Chapter 1: Leads
Lecture 1: Create Leads
Lecture 2: Edit Leads
Lecture 3: Clone Leads
Lecture 4: Delete Leads
Lecture 5: Associate Leads
Lecture 6: Convert Leads
Lecture 7: Mass convert selected Leads
Lecture 8: Mass convert Leads based on criteria
Lecture 9: Convert Leads automatically
Chapter 2: Accounts and contacts
Lecture 1: Create Accounts
Lecture 2: Edit Accounts
Lecture 3: Clone Accounts and manage Member Accounts
Lecture 4: Delete Accounts
Lecture 5: Associate Accounts
Lecture 6: Create Contacts
Lecture 7: Edit Contacts
Lecture 8: Clone Contacts
Lecture 9: Delete Contacts
Lecture 10: Associate Contacts
Chapter 3: Deals
Lecture 1: Create Deals
Lecture 2: Edit Deals
Lecture 3: Clone Deals
Lecture 4: Delete Deals
Lecture 5: Associate Deals
Lecture 6: Big Deal Alert
Lecture 7: Manage Potentials/Deals and Timeline
Chapter 4: Forecast, feeds and document management
Lecture 1: Create forecasts based on roles
Lecture 2: Forecasts based on Territory Hierarchy
Lecture 3: Edit forecast settings
Lecture 4: Manage forecasts
Lecture 5: Feeds module
Lecture 6: Use of Feeds module I
Lecture 7: Use of Feeds module II
Lecture 8: Manage documents
Lecture 9: Manage document folders
Chapter 5: Activities
Lecture 1: Differences between Task, Event and Call
Lecture 2: Create Tasks associated to records
Lecture 3: Create Tasks not associated to records
Lecture 4: Create Events associated to records
Lecture 5: Create Events not associated to records
Lecture 6: Create Calls associated to records
Lecture 7: Create Calls not associated to records
Lecture 8: Manage Activities
Lecture 9: Set recurrent activities
Lecture 10: Use of CRM Calendar
Lecture 11: Edit Calendar preferences
Lecture 12: Delete Activities
Chapter 6: Integrate your CRM with VoIP telephony
Lecture 1: SPOTFONE: Learn how to save 300 hours in 29''
Instructors
-
Zenith Business School
Learn from Zoho Experienced Professionals
Rating Distribution
- 1 stars: 17 votes
- 2 stars: 16 votes
- 3 stars: 55 votes
- 4 stars: 84 votes
- 5 stars: 64 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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