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 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.
Duration
1 hour (Seminar)
3 hours (Hands-on)
Skill Level
Foundation
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.
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
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.
02 Recommended Zoho Mobile Apps
We'll show learners which Zoho mobile apps to download for Apple and Android devices
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
04 Contact Management
Import leads stored in an Excel file to Zoho CRM
05 Call Management
Receive a mobile call and automatically log the call in the customer's record in Zoho CRM
06 Task Management
Create a follow up task for yourself based on the results of the phone call
07 Send Template Email
Use a template to send an email with attachments based on the phone call
08 Calendar Management
Schedule a meeting with a reminder based on the phone call
09 Lead Management
Since a meeting has been scheduled, it's time to convert the new lead to a contact
10 Revenue Tracking
Create an opportunity for the newly converted contact and track the progress for potential revenue
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
12 360 Degree View
In this lesson, learners will...
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.
Duration
4 days
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.
Skill Level
Novices to Power Users
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
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
CA02
Customizing Fields in Zoho CRM
Create custom fields, manage list-type fields, create formula fields, and modify special fields
CA03
Customizing Zoho CRM to Match Your Business Needs
Customize the home tab, customize tabs settings, perform page-level customization, and create templates
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
CA05
Performing Zoho CRM Data Administration Tasks
Migrate data from other crm applications, import data from external files, and export data from Zoho CRM
CA06
Automating Sales Activities in Zoho CRM
Configure workflows, set up assignment rules, and create case escalation rules
CA07
Integrating Websites with Zoho CRM
Create web forms, and set auto response rules
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
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
AA02
Organizing Communication Tools
Connect phonebridge to Zoho CRM, associate the company Facebook and Twitter profiles with Zoho CRM
AA03
Managing Complex Territory Hierarchies
Create a multi-level territory hierarchy, perform territory assignment, enable territory potential rules, configure territory-based forecasts
AA04
Improving Lead Generation With Zoho CRM and Third-Party Application Integrations
Integrate Zoho SalesIQ with Zoho CRM, integrate Google Adwords with Zoho CRM
AA05
Initiating Advanced CRM Analytics
Manage reports in Zoho CRM, Configure Zoho Report integration with Zoho CRM
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.
Duration
2 days
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.
Skill Level
Novices to Power Users
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
CU00
Getting Started with Zoho CRM
Join the Zoho CRM organization account, identify the data components of Zoho CRM, customize user settings
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
CU03
Executing the Sales Process
Convert leads after evaluation, create accounts, maintain contact information, develop potentials
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
CU05
Simplifying and Automating Zoho CRM
Create macros and workflows
CU06
Performing Marketing Activities in Zoho CRM
Create campaigns, track email marketing responses in Zoho CRM
CU07
Managing Inventory in Zoho CRM
Manage vendors, maintain products, complete purchase orders, and create price books
CU08
Finalizing Sales
Create sales quotes, prepare sales orders, and generate invoices
CU09
Performing Customer Support Functions in Zoho CRM
Create cases and implement solutions
CU10
Analyzing Zoho CRM Data
Generate reports and create dashboards
Advanced User Skills
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
AU02
Managing a Team with Zoho CRM
Collaborate by using feeds, use assignment rules to maximize team efforts, create forecasts
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
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
AU05
Investigating CRM data with the advanced analytics add-on
create advanced reports, create advanced dashboards