Congratulations on taking this significant step toward success. Welcome to our cutting-edge Zoho CRM course!

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Explore our New Zoho CRM Training Course: Your Guide for Building and Managing Your Zoho CRM System with Ease.

Are you fed up with dealing with chaotic customer data? Are you in search of a CRM solution tailored to your business needs? Your search ends here! Our carefully designed online Zoho CRM course, designed for simplicity and efficiency, is here to enhance and streamline your approach to customer management.

ZOHO CRM V2.0 Course Intro

Course curriculum

Teacher Lior Izik
Category Zoho CRM Training
Students 1170 (Registered)
Review
Zoho CRM Core Functionality
  • Course Intro
  • Zoho One Applications Overview
  • The Zoho ONE Interface
  • Assignment #1
  • Settings Every Employee Must Do
  • Assignment #2
  • How To Navigate
  • List View Options
  • Assignment #3
  • Record Options
  • Filter Lookup Records
  • Common Mistake: My Emails Not Syncing With Zoho CRM
  • Email Deliverability (Need To Be Done Once By The Admin)
Zoho CRM Customization
  • Basic Module Customization
  • Extending The Lookup Fields Functionality
  • Advanced Module Customization
  • Assignment #4
  • Architect Your CRM (Quick Guide)
  • Assignment #5
  • Module Layouts and Layout Rules
  • Assignment #6
  • Canvas Views (List and Detailed View)
  • Security Controls
The Sales Cycle
  • Lead To Deal Journey
  • Lead Conversion Mapping
  • Lead Module - Advanced Options
  • Contacts Accounts and Opportunities/Deals
  • Managing Pipelines
  • Assignment #7
  • Wizards - Create Records Step By Step
  • Q&A: How To Send SMS Messages From Zoho CRM
  • Text Messages vs Emails
  • Using The CRM (Lead to Deal)
Migration and Data Management
  • Zoho One - Taking Backups
  • Migrating To Zoho CRM?
Dashboards, Analytics and Reports
  • Dashboards (Homepage)
  • Reports and Analytics
  • Assignment #8
Automation
  • Setting Up Macros
  • Working With Workflows
  • Assignment #9
  • Blueprints - The Heart of Your Business
  • Parallel Transitions - Zoho CRM Enhancements to Blueprint
  • Multiple Transitions - Zoho CRM Enhancements to Blueprint
  • Assignment #10
  • How Can I Experiment Without Breaking My System? Sandbox
  • System Integration Best Practices
  • Final Lesson
Webinars - Based on Real Customers Use Cases
  • Leads
  • Sales
  • Operations
  • Finance
Bonus Section
  • CRM Automation & AI Features Explained
  • Our (Amazing Business Results) Sales Process DEMO (Using Pandadoc)
  • Zia Smart Prompt (Zoho CRM ChatGPT)
  • Take Control Of Your Phone Numbers
About this course
  • $95.00
  • 56 Lessons
  • 5.5 hours of video content

Step-by-Step Zoho CRM Course Format: Our Goal is Simplifying Your Approach

Why should you choose the Comprehensive Zoho CRM Mastery Course? We understand that entering the realm of CRM systems can be overwhelming, but worry not! Our step-by-step approach takes you by the hand and guides you through each stage of creating and maintaining your very own Zoho CRM system. This course is more than just an instructional guide; it's a transformative journey that empowers you to achieve a multitude of possibilities!

Build Your CRM Haven

Say farewell to scattered spreadsheets and drowning in post-it notes. Master the art of CRM foundation-building like a pro, organizing leads, contacts, and deals with precision.

Customize Your System

Experience hassle-free personalization. Unleash creativity by customizing fields, layouts, and reports to perfectly mirror your business processes.

Automate Like a Wizard

Bid goodbye to productivity-draining repetitive tasks. Master automation techniques that eliminate manual work, freeing up your time for what truly matters.

Seamlessly Integration

Learn to integrate Zoho CRM with essential tools. Whether it's email marketing, customer support, or project management, your CRM will seamlessly connect your business operations.

Secure Your Data Realm

Safeguard your customer data like a vigilant guardian. Navigate security settings, user permissions, and data access with confidence, ensuring your data remains a valuable resource.

ABOUT ME

How do I know it works?

I've tried it myself! I believed that my business wouldn't just magically get better—it needed intentional changes.

You can do it too! I took charge and made things happen. This mindset helped me start profitable businesses from scratch without any extra money and sell them for a profit, even in tough markets like web design and marketing. Can you guess the key tool that helped me succeed?

Check out our testimonials featuring
5-star reviews:

“I am a real estate agent that was referred by one of Lior’s existing clients! He helped me structure my CRM to facilitate all my real estate needs! Lior is always available to give support and really cares to make sure his clients are happy! I highly recommend his services!”

Stephanie Lerner Homes Zoho Review

“The only partner that actually WORKS!!! Lior is absolutely the best of the best. Thank you so much!”

WORQOUT Zoho Reviews

“Lior provides thorough and practical explanation and application of Zoho concepts. He's entertaining and has good production quality to his videos. Looking forward to more posts!”

KimbleLabs Zoho Reviews