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Master key features of Zoho CRM with these guided tutorials. Learn the concepts, explore different business scenarios, and apply them in your organization. Here's a list of tutorials!
Zoho CRM is an award winning CRM which is trusted by a global network of over 250,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue.
Onboarding Guide eBooks. Webinar. Engage with CRM experts on live sessions to learn more about the basics of CRM. Learn More. New to Zoho CRM? Start your journey with our wide range of resources that include videos, documention, implementation guide and more.
- Create Your Zoho CRM Account
- Customize The CRM System
- Integrate External Applications
- Import & Add Data
- Configure Automated Workflows
- Invite Your Users
- Learn Zoho CRM Feature Usage
- Bottom Line
To learn Zoho CRM features, start by creating a Zoho CRM account. From the Zoho CRM sign-up or “Get Started” page, input credential information such as your name, email address, and password. You can also create an account through Google or LinkedIn accounts. After your account is created and verified through a confirmation email, you’ll be guided ...
Customizing the CRM system refers to creating all of the modules, fields, templates, pipelines, and views you’ll use in Zoho. This is arguably the most important step in learning how to use Zoho CRM. As the Admin, create those Zoho CRM modules and customize their components based on your unique business operations and preferences. Here are the main...
In addition to the built-in features and custom modules available for Zoho, users have the option to integrate Zoho CRM with their favorite third-party applications as well as other native software. Doing so gives you additional functionality for your CRM and allows you to sync data between applications, so you don’t have to enter the same Zoho CRM...
Once the CRM system is designed well and you’re fully integrated with all the add-ons, extensions, and applications you’d like to add, start making your CRM functional. This requires you to import or add data you’ve already collected and possibly stored in a separate data system. For data migration from a spreadsheet file or separate CRM system suc...
Workflow automationlets you receive notifications, create tasks, and update data fields hands-free as events occur. For example, if a new lead expresses interest in receiving a quote, an automation rule can be set that creates a new task for a user. It could also be set to “create and send invoice” if that lead moves to a certain stage in the deal ...
Once you have designed, integrated, and configured your CRM platform based on your needs, start inviting your users. Go to Setup → Users & Control → Users page. Enter the identifiable information as prompted, such as their name and email address. Then, select their role at your organization and the profile they will have. The profile determines the...
The final step in learning how to use Zoho CRM is actively utilizing the available CRM features. We recommend slowly becoming familiar with the basic features like lead management and contact organizationbefore experimenting with advanced automation and artificial intelligence (AI) tools. Additionally, you should play around with layouts until you ...
Zoho CRM is a powerful tool businesses use to manage sales, marketing, and customer support operations. Using this system requires you to learn Zoho CRM characteristics and capabilities regarding features, customization, and integrations. Through this general Zoho tutorial, you can get the full CRM experience for you and your team to automate busin...
By using a CRM tool like Zoho, you can streamline these processes, making it easier to manage customer data, track leads, and automate routine tasks. In this guide, we’ll cover everything you need to know to get started with Zoho CRM, from setting up your account to customizing your workflows.
What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and existing customers. For others, it is a system that:
Want to learn more about Zoho CRM? Whether you are new or have been using the product for a while, we cover all the essentials in this hour-long overview. ...
- 73 min
- 65.4K
- Zenatta Consulting
