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 Users

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