Welcome to Zoho's Self Learning Platform

Overview

“Confusion, when embraced, is the starting point for discovery, direction and decision." — Richie Norton

Often, when you begin something new, you are bound to be confused. When you go to a new country, you might struggle to understand the people, the cultures, or say, their transport system. You might lose your way in a new city, despite a clear map. However, this confusion will pave the way for you to learn, decide and achieve clarity eventually. This sort of confusion is to be embraced, not feared.

Similarly, while software systems are for the most part user-friendly and simple, as you get started with the system, some amount of initial confusion is inevitable. When presented with a plethora of features, which ones do you use? How do you work your way through a control panel with myriad privileges to enable or disable? These questions could trouble you when you embark on setting up a whole new software system for your business.

If you are at a similar point with Zoho CRM, we are here to help. The course "An Introduction to Zoho CRM" deals with CRM, as a business concept and also walks you through the basics of setting up your account, including your organization settings, security options and the general sales cycle. If you are a beginner with CRM, this course is ideal for you.

What you'll learn

• A conceptual overview of Customer Relationship Management. 
• The concept and implementation of a sales cycle in business
• A quick screen tour of Zoho CRM
• A demonstration of major organization settings suitable for your business
• A demonstration of top account security options
  

Every chapter comes with key learning blocks including conceptual explanations, product demos, FAQs, best practices and tips as well as self-assessment sections to test your knowledge by the end of the course. Take this course right away to get started with setting up CRM for your business.

Overview

Organizations often require their sales and marketing folks to make client visits, and run campaigns on the field such as tradeshow, taking part in community meetups and so on. While someone is on the move, what do they do?  How do they contribute to your revenue? What is the outcome of such field visits? You have invested in your agents' travel and incentives — has this investment paid off in terms of deals? How do you know unless you follow up?

Field sales is an huge area that needs efficient management. Zoho CRM offers a complete mobile application that can travel with your field agents, There are features on the app that are tailored to fulfil the needs of a travelling field agent. You can update notes on the go, log calls, check-in to client offices on the app and so on. Besides, these get recorded into the CRM account and a manager can generate reports on field sales. If you are interested in the management of field sales, and you want to dig deeper into how Zoho CRM works in this area, this course is meant for you.

What you'll learn

• How to leverage the Zoho CRM Mobile Application for field sales.
  
• An overview of field sales operations.
  
• Top CRM features recommended for field sales agents.
  
• Additional notable features on the CRM Mobile app.
  
• A screen tour of the Zoho CRM Mobile App
  
• Feature Availability - Android Vs iOS

Overview

The key to a successful business depends on effective communication with your customers. Your CRM is a central hub of shared information and your email inbox is a record of all your important communication. What if you had them both in the same place? You will gain better insights into your business, with the power of an email inbox in your CRM, you can plan communication strategies with relevant sales context and so much more.

What you'll learn

• The importance of having the email inbox within Zoho CRM
  
• Different email protocols - IMAP and POP
  
• How to integrate your emails with CRM
• The email operations such as mass emails, organization emails, BCC dropbox, email parser, and email sharing.
  
• The usage of Zoho SalesInbox

Overview

Modules are building blocks of Zoho CRM. They group related data and help us perform actions on the set of data. It is essential to customize modules so as to make it a better fit for your business process.

What you'll learn

• Deconstruct a module
  
• Module Views in CRM
  
• Fields: A detailed study
  
• Validation Rules and more
  

Overview

One of the most fundamental subjects in CRM Administration is user management. It allows you to map your team structure and specify roles and responsibilities for every individual in your CRM system. How do you map your organizational structures and what are the most important concepts to understand for user management? Take this course to learn more about and get started with user management. 

What you'll learn

By the end of this course, the learner will be able to

• Explain organizational structures in businesses
• Understand the need to map organizational hierarchies to a CRM 
• Explain Zoho CRM's user licensing model 
• Map the organization hierarchy to CRM (using roles) 
• Define user privileges in CRM (using profiles) 
• Add, delete, and manage a user in CRM 
• List data sharing methods in Zoho CRM
• Understand the differences between data sharing methods and recall when to use which method based on the organization needs.

Overview

The course titled "Zoho CRM for Administrators — Study Materials" is a repository of training manuals and documents on all major concepts of CRM including the sales cycle, customization, automation, data administration, process management and multi-channel communication among other. Please note that this course does not provide a Course Completion certificate as the course in itself is a collection of some documents that will get you started with CRM.

"What can Zoho CRM help you achieve?" is a question that these guides will answer. They give you a comprehensive picture on the possibilities with Zoho CRM. Whether it is with streamlining processes, or automating routine actions, customizing modules to suit your business, you need to get a quick understanding of how all of these work before you dive into the CRM account yourself. These study materials combined with the the in-built self assessment module will be a good place to start, in order to check whether you are equipped with a good knowledge of what to expect from your CRM account and how to set things up. These guides will also be a good enabler for you to experiment and learn further about how Zoho CRM will work for your business. 

What you'll learn

Starting from the basic concepts of customer relationship management to more advanced topics such as process management, these guides touch upon all major CRM subjects. Following are the titles of guides in this course: 

• An Onboarding guide on Zoho CRM 
• The Sales Cycle — Concept and Implementation in Zoho CRM 
• Organization Settings and Account Security
• User Management in Zoho CRM 
• Multi-channel Communication 
• A Workbook on Workflow rules 
• A Workbook on Blueprint 
• A Handbook on Approval Processes
• A Handbook on Module Customization 
• A Handbook on Template Customization 
• Data Administration 
• Zoho CRM Exercises and Sample Scenarios for practice
• Self-Assessment Space