Zoho CRM Training Program
By Lior Izik
Learn to build & manage Zoho CRM with our IKEA-style online course. Step-by-step guidance for creating & maintaining your system. Get skilled efficiently!
Introducing the Ultimate Zoho CRM Training Course: Your Blueprint to Effortlessly Build and Manage Your Zoho CRM System.
Are you tired of struggling with disorganized customer data? Do you yearn for a CRM solution that truly fits your business needs? Look no further! Our meticulously crafted online course, inspired by the simplicity and efficiency of Ikea-style assembly, is here to revolutionize your relationship with customer management.
Course Intro
FREE PREVIEWZoho One Applications Overview
FREE PREVIEWThe Zoho ONE Interface
FREE PREVIEWAssignment #1
Settings Every Employee Must Do
FREE PREVIEWAssignment #2
How To Navigate
List View Options
Assignment #3
Record Options
Filter Lookup Records
Common Mistake: My Emails Not Syncing With Zoho CRM
Email Deliverability (Need To Be Done Once By The Admin)
Assign Emails From Multiple Contacts To a Deal
New UI
Action Required
New Features
Basic Module Customization
Extending The Lookup Fields Functionality
Advanced Module Customization
Assignment #4
Architect Your CRM (Quick Guide)
Assignment #5
Module Layouts and Layout Rules
Assignment #6
Canvas Views (List and Detailed View)
Security Controls
Lead To Deal Journey
Lead Conversion Mapping
Lead Module - Advanced Options
Contacts Accounts and Opportunities/Deals
Managing Pipelines
Assignment #7
Wizards - Create Records Step By Step
Q&A: How To Send SMS Messages From Zoho CRM
Text Messages vs Emails
Using The CRM (Lead to Deal)
Zoho One - Taking Backups
Migrating To Zoho CRM?
Dashboards (Homepage)
Reports and Analytics
Assignment #8
Why Choose the Ultimate Zoho CRM Mastery Course? We understand that the world of CRM systems can be daunting, but fear not! Our step-by-step approach takes you by the hand and leads you through each stage of creating and maintaining your very own Zoho CRM system. This course is not just a tutorial; it's a transformational journey that empowers you to:
Build Your CRM Sanctuary: No more sifting through scattered spreadsheets or drowning in a sea of post-it notes. Learn how to lay the foundation of your CRM system like a pro, organizing leads, contacts, and deals with precision.
Customization Made Easy: Discover the art of personalization without the hassle. Unleash your creativity by customizing fields, layouts, and reports to perfectly mirror your business processes.
Automate Like a Magician: Say goodbye to repetitive tasks that drain your productivity. With our guidance, you'll master automation techniques that zap manual work into oblivion, freeing up your time for what truly matters.
Seamless Integration: Learn how to integrate Zoho CRM with other essential tools in your tech stack. Whether it's email marketing, customer support, or project management, your CRM will be the hub that keeps your business operations seamlessly connected.
Data Security Jedi: Your customer data is your treasure trove, and we'll teach you how to protect it like a vigilant guardian. Navigate security settings, user permissions, and data access with confidence.
10 Years of Real World Experience