This course has been running for over 2 years already on Udemy and my website Liorizik.com and has received 5-star reviews.
Course Curriculum
- Lesson 4 - Modules Settings (14:55)
- This Is How you Change System Defined fields (2020 Update) (6:44)
- Lesson 5 - New Module Creation (19:48)
- Layouts (2020 Edition) (7:22)
- Layouts - Quick View and Quick Create (5:05)
- Q&A - How To Assign Multiple Locations To A Contact (5:19)
- Q&A - Sessions / CRM Layouts Alternatives (5:29)
- Wizards (2020 Addition) (7:41)
- Lesson 9 - Import Data (8:31)
- Lesson 9.1 - Restore a Zoho CRM Backup (14:53)
- Q&A - Zoho CRM - How To Import Tags (3:18)
- Lesson 10 - Efficient Work Habits (Part 1) (9:50)
- Lesson 10 - Efficient Work Habits (Part 2) (6:36)
- Lesson 10 - Efficient Work Habits - Tasks, Events, Call and.. Followups (Part 3) (10:30)
- Lesson 13 - Workflows (21:50)
- Lesson 13.1 - Emails and Calls Workflows (2020 Additions) (7:11)
- Q&A - Zoho CRM Tags Workflow With Cliq Integration Demo (4:49)
- Lesson 14 - Introduction to Blueprint (19:19)
- Lesson 14 - Blueprint - Let's Do It! (42:56)
- Lesson 14 - Blueprint - Deals (9:54)
- Advanced Blueprint - 2020 Update (4:08)
- Q&A - Practical Uses Of BluePrint v3 (3:19)
- Lesson 15 - Assignment Rules (5:30)
- Lesson 16 - Approval Processes (6:40)
- Lesson 17 - Review Process (2020 Addition) (6:40)
- Lesson 18 - Segmentation (2020 Addition) (20:43)
- Lesson 19 - Command Center Part 1 (2020 Addition) (18:28)
- Lesson 19 - Command Center Part 2 (2020 Addition) (23:44)
- The Zoho one NEW Interface (add users, add applications) (5:09)
- The Zoho one OLD Interface (add users, add applications, authenticate domain) (6:04)
- Website Integration With Zoho CRM Webforms (11:32)
- The Power of Zoho Flow (Quickbooks Integration Tutorial) (9:01)
- Zoho CRM - Sandbox Tutorial (6:08)
- Zoho Forms Integration with Zoho CRM (get updates from An External Vendor) (13:02)
- Q&A - Conditional Layouts On Zoho Forms (3:44)
- Q&A - Sessions / Zoho CRM Phone Integration (5:11)
- Q&A - Sessions / Zoho SMS And Phone Integration (2:01)
- Q&A - Zoho One, How Many Phone Numbers Can You Have Per Account? (2:24)
- Q&A - Sessions / Sync Contacts From CRM To RingCentral (6:05)
- Get Push Notifications To your Phone On a New Lead (3:49)
- Zoho Cliq and Zoho CRM Integration (9:25)
- Integrate your CRM with your website (15:46)
Here’s what we’ll cover in the Zoho CRM Course in detail
Basics and Setup
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 your business without fear that something isn’t working right.
Customization
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.
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.
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.
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.
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.
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.
Migrating Your Data To Zoho CRM
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.
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.
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.
Bonus Modules: Zoho One Apps
This section will show you how to take advantage of the different Zoho One applications such as Zoho Bookings, Zoho Campaigns, Zoho Sign, and more. New lessons are added all the time.