Every system needs a solid foundation! But I noticed that 99% of my clients' CRM systems didn't have the proper basic setup. Some had no backups. Some had their emails go to spam. Some granted their employees way too many permissions that put the entire business at risk.

This section will give you a simple step-by-step approach to configure your Zoho CRM the right way. With the proper foundation, you can grow

Out of the box, Zoho CRM comes with great modules such as Leads, Contacts, Accounts, Deals and more. But the biggest power of Zoho CRM is the ability to tailor it to your needs. If you don't customize your Zoho CRM, you'll be missing out on a lot of what it has to offer.

In this section, you'll learn how to create new modules that will give your business more flexibility. And how to extend existing modules and connect different records in your Zoho CRM.

3. Importing Data

 Once your modules are customized, and your Zoho CRM is set up, it's time to import all of your data. Attempting this by yourself can cost you a lot of time and frustration (and even money when you have to pay a consultant to do it for you).

 In this section, you'll learn how to import data from any CRM or Excel to Zoho CRM. With this step-by-step approach, you'll be all set to use the system to its fullest potential.

4. Backup & Restore

 One of the most stressful events for a business owner is finding out that your data was damaged because of hacking, misconduct, or an honest employee mistake. If no one activated your backups, all your company data will be gone with no way of getting it back.

 Setting up backups is a step you shouldn't ever skip! In this section, you,ll learn how to create backups in a secure way and restore your data if you ever need to recover it.

5. The Sales Cycle

 One of the most important duties of a CRM system is to manage your sales, making sure that no leads fall through the cracks. Many business owners learn the hard way that you can't afford to not follow up on leads and close deals consistently. 

In this section, you'll learn what an effective sales cycle looks like and how it works in Zoho CRM. You'll create a productive sales process that you and your sales team can execute and control easily.

6. The Money Cycle

 Running your accounting separate from your CRM opens your business up to a world of confusion and fear of an audit. You want to be certain that no money is lost in your business. For example, when a vendor requests payment, you need to know if this transaction is justified. And when you have inventory, your transactions need to affect your inventory levels accordingly.

 In this section, you'll learn how your business can benefit from using a proper money cycle. Find out how the after-sale process works, how to track your money, and how to work with products, purchase orders, sales orders, and invoices in Zoho CRM.

7. Efficient Work Habits 

Every day, I meet business owners who have worked with Zoho CRM for years and beat themselves up once they realize that they've been missing out on great functionalities. They've lost so much time because they didn't know how to use Zoho CRM efficiently.

 In this section, you'll learn how to save time in Zoho CRM by filtering records, creating custom views, quickly accessing the latest records, and more. Basically, you'll become a Zoho productivity ninja.

8. Migrating Your Data

 From Any CRM Into Zoho Migrating data is not fun. I want to save you from wasting time trying to learn which tools to use and how to migrate data efficiently.

 This section will teach you how to bring your data from a 3rd party CRM into Zoho. You'll significantly shorten the time it takes to migrate so you can spend your day on other activities.

9. Email Templates

 Have you been writing emails from scratch every time you're contacting leads or customers? With email templates, you can fire off pre-written messages in a matter of seconds.

 This section will teach you how to create high-converting email templates that you can use repeatedly. You'll learn how to use dynamic values and customize an email template for each of your team members without creating separate individual templates.

10. Automation – the Holy Grail 

Imagine what you could achieve if the majority of your processes were running automatically in the background. This wouldn't only reduce human errors and painful rework, but also save money on manpower and more. 

In this section, you'll learn about Zoho CRM automations such as Blueprints, Workflows, Assignment Rules, Approval Process, and more. Tap into the holy grail and run your business (almost) without lifting a finger.