The Learning Zohne

Launching in Autumn 2023!

We’ve created a new and up-to-date series of definitive Zoho CRM training videos. Courses are available by subscription. Once purchased, you can revisit  as often as you like. 

For the ‘Introduction to Zoho CRM’ course, the content is aimed at new users of Zoho CRM. They could be new recruits to a business that has used Zoho for some time, or they may be implementing the CRM system for the first time. The individual modules are grouped into 7 sections, with bonus content, too. In all, 24 different modules, to be taken at your own pace.

For the launch, we’re offering a 50% discount for early interest shown. Just add your details to the form below. Registering for the discount is NOT a commitment to purchase. At launch we’ll send you a one-time-use discount code, valid for 30 days.

Course Synopsis: Introduction to Zoho CRM

Our goal is to provide an introduction to Zoho CRM for new users and non-expert users, with limited experience.

  • Introduction
    • Introduction to Zoho CRM
    • What is a CRM (5 minutes)
    • Why do organisations buy Zoho CRM?
    • Other CRMs
    • About Zoho as a company (10 minutes)
  • Zoho CRM Functional capabilities
    • Zoho CRM Licences
    • B2B and B2C models
    • Marketing
      • Offline Campaigns
      • Web Forms and Zoho CRM
      • Email Marketing
        1. Email marketing in Zoho CRM
        2. Integrating Zoho Campaigns for Advanced Email Marketing
      • Leveraging Google Ads with Zoho CRM
    • The Three Phases of the Client Journey in Zoho CRM –  Pre-sales
    • Sales Phase
      • Deal Management
      • Quote Management
      • Order Management
      • Invoice Management
    • Post-Sales 
      • Customer Support
      • Account Management
  •  Automation and Process Management
    • Workflow Rules
    • Blueprint
    • Assignment Rules
    • Approval Processes
    • Scoring Rules
    • Custom Functions
  • Data analysis
    • Reports
    • Dashboards
  • Zoho CRM Integrations
    • Email integration
    • Zoho Apps
    • Third-Party integrations
  • Summarising Zoho CRM
  • Zoho CRM In Action
    • Zoho CRM in Action: B2C Scenario
    • Zoho CRM in Action: B2B Scenario
  • Bonus: How to get further help 
    • Zoho online resources
    • How to get regular updates.
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