DJL Training, Inc.
DJL Training, Inc.
Increasing Efficiency and Productivity

Zoho CRM

Catalog > Zoho

In this course, learners will learn how to use Zoho CRM to build and maintain a CRM database for their organization using the Zoho cloud-based platform.

Introduction
For Admins
For Users
Introduction

Introduction to Zoho CRM

This course is designed for end-users, who may be executives working in Sales, Marketing, Inventory Control, or Customer Support departments, and who need to use Zoho CRM as part of their daily work. CRM users perform tasks such as tracking sales orders, managing leads, and converting leads to closed sales, with the objective of increasing the sales of the organization. Learners may be business owners, employees, or contractors.

In this course, learners will log into DJL Training's Zoho CRM training platform and experience "a day in the life" of a Zoho CRM user. The features covered in this course are available in the free edition of Zoho CRM. Upon completion of this course, learners will have the tools and resources to launch Zoho CRM for their business immediately.

Course duration

Duration

1 hour (Seminar)

3 hours (Hands-on)

Course skill level

Skill Level

Foundation

Course Target Audience

Target Audience

The target student for this course is often an existing Sales, Marketing, or Production support employee, an IT administrator who has been additionally assigned the task of Zoho CRM system administration, or an external consultant who has been engaged to provide administrative support for an organization.

Course Prerequisites

Prerequisites

To ensure your success in this course, you should possess end-user skills such as creating and managing opportunities, or have basic administrative experience such as setting up or managing the core Zoho CRM modules such as Leads, Accounts, Contacts, and Potentials.

Additional Requirements

  • Microsoft Windows 8.1

  • Google Chrome with the latest update

  • Zoho CRM logins to our training environment are provided for learners

Lessons

Zoho CRM

01 What Is a CRM?

A Customer Relationship Management system is tool for managing all your company’s relationships and interactions with customers and potential customers for the purpose of improving business relationships, staying connected to customers, streamlining processes, and improving profitability.

Zoho CRM

02 Recommended Zoho Mobile Apps

We'll show learners which Zoho mobile apps to download for Apple and Android devices 

Zoho CRM

03 Scanning Business Cards

Use a Zoho mobile app to scan a business cards received at a networking event, automatically email the new lead, and view the new data in your CRM

Zoho CRM

04 Contact Management

Import leads stored in an Excel file to Zoho CRM

Zoho CRM

05 Call Management

Receive a mobile call and automatically log the call in the customer's record in Zoho CRM

Zoho CRM

06 Task Management

Create a follow up task for yourself based on the results of the phone call

Zoho CRM

07 Send Template Email

Use a template to send an email with attachments based on the phone call

Zoho CRM

08 Calendar Management

Schedule a meeting with a reminder based on the phone call

Zoho CRM

09 Lead Management

Since a meeting has been scheduled, it's time to convert the new lead to a contact 

Zoho CRM

10 Revenue Tracking

Create an opportunity for the newly converted contact and track the progress for potential revenue

Zoho CRM

11 Employee Check-in

Use the Zoho CRM mobile app to find customers near you and to check-in with your office when you visit a customer site

Zoho CRM

12 360 Degree View

In this lesson, learners will... 

For Admins

For Zoho CRM Administrators

This course is designed to help Zoho CRM administrators perform initial implementation of Zoho CRM in an organization or manage an existing Zoho CRM account of the organization.

Course duration

Duration

4 days

Course Target Audience

Target Audience

The target student for this course is often an existing Sales, Marketing, or Production support employee, an IT administrator who has been additionally assigned the task of Zoho CRM administration, or an external consultant who has been engaged to provide administrative support for an organization.

Course skill level

Skill Level

Novices to Power Users

Course Prerequisites

Prerequisites

To ensure success in this course, learners should possess end-user skills such as creating and managing opportunities, or have basic administrative experience such as setting up or managing the core Zoho CRM modules such as Leads, Accounts, Contacts, and Potentials.

Additional Requirements

  • Microsoft Windows 8.1

  • Google Chrome with the latest update

  • Zoho CRM logins to our training environment are provided for learners



Critical Admin Skills

Zoho CRM

CA01 

Getting Started with Zoho CRM Administration

Set up your organization’s Zoho CRM account, identify the role of an administrator, and configure company level settings

Zoho CRM

CA02

Customizing Fields in Zoho CRM

Create custom fields, manage list-type fields, create formula fields, and modify special fields

Zoho CRM

CA03

Customizing Zoho CRM to Match Your Business Needs

Customize the home tab, customize tabs settings, perform page-level customization, and create templates

Zoho CRM

CA04

Implementing Security Management

Add users, create roles, create user profiles, create groups, create territories, create data sharing rules, and set access permissions for fields and custom links

Zoho CRM

CA05

Performing Zoho CRM Data Administration Tasks
Migrate data from other crm applications, import data from external files, and export data from Zoho CRM


Zoho CRM

CA06

Automating Sales Activities in Zoho CRM
Configure workflows, set up assignment rules, and create case escalation rules


Zoho CRM

CA07

Integrating Websites with Zoho CRM
Create web forms, and set auto response rules


Zoho CRM

CA08

Integrating Zoho CRM with Other Applications
Identify zoho crm integrations, integrate Zoho CRM and Zoho apps, integrate Zoho Mail add-on with Zoho CRM, integrate Zoho Campaigns, set up connections with Google Apps, and set up connections with external applications and social tools


Advanced Admin Skills

Zoho CRM

AA01

Customizing Zoho CRM as Your Company Grows
Evaluate and scale processes in Zoho CRM, create an approval process, create advanced workflows, create custom modules


Zoho CRM

AA02

Organizing Communication Tools
Connect phonebridge to Zoho CRM, associate the company Facebook and Twitter profiles with Zoho CRM


Zoho CRM

AA03

Managing Complex Territory Hierarchies
Create a multi-level territory hierarchy, perform territory assignment, enable territory potential rules, configure territory-based forecasts


Zoho CRM

AA04

Improving Lead Generation With Zoho CRM and Third-Party Application Integrations 

Integrate Zoho SalesIQ with Zoho CRM, integrate Google Adwords with Zoho CRM


Zoho CRM

AA05

Initiating Advanced CRM Analytics
Manage reports in Zoho CRM, Configure Zoho Report integration with Zoho CRM


For Users

For Zoho CRM Users

This course is designed for end-users, who may be executives working in Sales, Marketing, Inventory Control, or Customer Support departments, and who need to use Zoho CRM as part of their daily work. CRM users perform tasks such as tracking sales orders, managing leads, and converting leads to closed sales, with the objective of increasing the sales of the organization.

Course duration

Duration

2 days

Course Target Audience

Target Audience

The target student for this course is often an existing Sales, Marketing, or Production support employee, an IT administrator who has been additionally assigned the task of Zoho CRM administration, or an external consultant who has been engaged to provide administrative support for an organization.

Course skill level

Skill Level

Novices to Power Users

Course Prerequisites

Prerequisites

To ensure success in this course, learners should have a basic understanding of sales processes and techniques. Students should also have basic end-user skills with computers and the Internet, and some experience with using cloud-based applications. 

Additional Requirements

  • Microsoft Windows 8.1

  • Google Chrome with the latest update

  • Zoho CRM logins to our training environment are provided for learners



Critical User Skills

Zoho CRM

CU00

Getting Started with Zoho CRM

Join the Zoho CRM organization account, identify the data components of Zoho CRM, customize user settings

Zoho CRM

CU02

Organizing Leads in the Zoho CRM Sales Process
Identify the stages in the sales process used by Zoho CRM, create an individual lead record and import multiple leads from a file, optimize the importing leads process, view, confirm, and undo imported records, customize leads home page views


Zoho CRM

CU03

Executing the Sales Process
Convert leads after evaluation, create accounts, maintain contact information, develop potentials


Zoho CRM

CU04

Interacting with Leads and Contacts
Document interactions on a lead or contact details page, organize activities and create tasks, customize Zoho Mail integration and create email templates, log phone calls, organize events, use Facebook and Twitter to connect to leads and contacts


Zoho CRM

CU05

Simplifying and Automating Zoho CRM
Create macros and workflows


Zoho CRM

CU06

Performing Marketing Activities in Zoho CRM
Create campaigns, track email marketing responses in Zoho CRM


Zoho CRM

CU07

Managing Inventory in Zoho CRM
Manage vendors, maintain products, complete purchase orders, and create price books


Zoho CRM

CU08

Finalizing Sales
Create sales quotes, prepare sales orders, and generate invoices


Zoho CRM

CU09

Performing Customer Support Functions in Zoho CRM
Create cases and implement solutions


Zoho CRM

CU10

Analyzing Zoho CRM Data
Generate reports and create dashboards


Advanced User Skills

Zoho CRM

AU01

Improving Job Task Efficiency with Zoho CRM
Join the Zoho CRM organization account, design advanced templates, create an unsubscribe form, Use autoresponders for marketing automation, Implement advanced workflows


Zoho CRM

AU02

Managing a Team with Zoho CRM
Collaborate by using feeds, use assignment rules to maximize team efforts, create forecasts


Zoho CRM

AU03

Improving Marketing with Zoho Campaigns, Google AdWords, and Zoho CRM
Sync Zoho CRM with Zoho Campaigns, create targeted email campaigns, analyze Google AdWords campaign effectiveness


Zoho CRM

AU04

Building Customer Relationships with Zoho SalesIQ and Zoho CRM
Use SalesIQ to provide background for communicating with website visitors and responding to customer alerts, interact with website visitors, view the tracking data from Zoho SalesIQ in Zoho CRM


Zoho CRM

AU05

Investigating CRM data with the advanced analytics add-on
create advanced reports, create advanced dashboards


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