Target Cloud

ZOHO CRM Starter for USERS

Coming Soon

Agenda

Ideal for Zoho CRM Users who are looking to get started with CRM and improve process and sales.

1. Navigate Zoho CRM like a pro

Navigate Zoho CRM like an Expert. Manage your personal settings. Use Search to find anything you need.

2. Creating Records

Creating a CRM record e.g. Lead, Contact, Account and understanding how the Zoho field types help simplify the process.


3. Managing Records

Using Tags & Notes to help you succeed in your role. Learn when and how to use different Note types and when and how to use Attachments. Create custom views to segment your data.

4. Activity Management

Understand the difference between Tasks, Calls and Events and learn how to use them to manage your workload effectively.

5. Sales Process 

Understand when and how to use Convert and manage a Lead through to a Deal. Use your Deals to formulate a Sales Process managed using the Kanban view in Zoho CRM. Ultimately resulting in more sales.

6. Sending Mass Email

We'll show you how to create Email Templates and send them on a mass basis from Zoho using your segmented view. We'll also share when to use CRM and when to use Zoho Campaigns.

7. Creating Simple Analytics

Visualise your data on a custom Analytics dashboard. This session will focus on the components that are readily available for you in Zoho CRM but extremely effective.

At the end of this session you'll be a confident user of CRM and have the capability to use the features to help you in your role.

4.3 out of 5

Likely to attend future training webinars with us

4.2 out of 5

Likely to recommend the webinar to a colleague

4.1 out of 5

Overall satisfaction of our webinars. Based on an average score.

Meet the Trainer

Our trainers are in-house and work on our busy Advanced Support desk dealing with Zoho queries and helping out our clients on a daily basis.

 They’re absolute experts in real life Zoho!

Duncan Scott
​Zoho CRM User Trainer