Welcome to our brand new Zoho CRM course!

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.

Zoho CRM Available Modules

    1. Course Intro

    2. Zoho One Applications Overview

    3. The Zoho ONE Interface

    4. Assignment #1

    5. Settings Every Employee Must Do

    6. Assignment #2

    7. How To Navigate

    8. List View Options

    9. Assignment #3

    10. Record Options

    11. Filter Lookup Records

    12. Common Mistake: My Emails Not Syncing With Zoho CRM

    13. Email Deliverability (Need To Be Done Once By The Admin)

    1. Basic Module Customization

    2. Extending The Lookup Fields Functionality

    3. Advanced Module Customization

    4. Assignment #4

    5. Architect Your CRM (Quick Guide)

    6. Assignment #5

    7. Module Layouts and Layout Rules

    8. Assignment #6

    9. Canvas Views (List and Detailed View)

    10. Security Controls

    1. Lead To Deal Journey

    2. Lead Conversion Mapping

    3. Lead Module - Advanced Options

    4. Contacts Accounts and Opportunities/Deals

    5. Managing Pipelines

    6. Assignment #7

    7. Wizards - Create Records Step By Step

    8. Q&A: How To Send SMS Messages From Zoho CRM

    9. Text Messages vs Emails

    10. Using The CRM (Lead to Deal)

    1. Zoho One - Taking Backups

    2. Migrating To Zoho CRM?

    1. Dashboards (Homepage)

    2. Reports and Analytics

    3. Assignment #8

    1. Setting Up Macros

    2. Working With Workflows

    3. Assignment #9

    4. Blueprints - The Heart of Your Business

    5. Parallel Transitions - Zoho CRM Enhancements to Blueprint

    6. Multiple Transitions - Zoho CRM Enhancements to Blueprint

    7. Assignment #10

    8. How Can I Experiment Without Breaking My System? Sandbox

    9. System Integration Best Practices

    10. Final Lesson

About this course

  • 56 lessons

Step-by-Step Ikea-Style Course!

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.

What Sets Us Apart?

10 Years of Real World Experience

Ikea-style Simplicity: Just like assembling furniture following simple instructions, our course breaks down complex CRM concepts into easy-to-follow steps. No prior technical experience required!

Real-world Applications: Our course isn't just theoretical mumbo-jumbo. You'll learn through real-world examples and practical exercises that mirror actual business scenarios.

* Engaging Multimedia: Engage with video tutorials, interactive quizzes, and downloadable resources that cater to various learning styles, ensuring you grasp every concept effortlessly. Supportive Community: Gain access to our exclusive online community where you can connect with fellow learners, share insights, and receive expert guidance from our seasoned Zoho CRM enthusiasts.

Your Future Awaits: As you complete the Ultimate Zoho CRM Mastery Course, you'll be equipped with the skills and knowledge to transform your business operations, nurture customer relationships, and elevate your overall success.

Don't miss this chance to master the art of Zoho CRM, Ikea style! Enroll now and unlock the door to a more organized, efficient, and prosperous business future. Your CRM empire is just a click away!