Autoplay
Autocomplete
Previous Lesson
Complete and Continue
How To Design and Build Zoho CRM For Your Business
Introduction
What to expect from the course (6:34)
Designing Your CRM
Before setting up your CRM (14:41)
Get your users involved in the design process (4:10)
What processes do you have in your business? (25:29)
Planning your build (9:41)
How to organise your data for your new CRM (23:03)
Building Your CRM
How to start a new system (16:48)
Building your CRM (71:04)
Create and send pre-built Emails, Quotes, Invoices and Documents (32:26)
Using Zoho Sign with CRM modules (7:52)
Managing users (16:38)
Saving everything you and your customers say (21:13)
Keeping customer data secure and compliant (8:12)
Designing your CRM Pages with Canvas (34:25)
Automating boring, repetitive tasks in CRM (47:10)
More automations to lock down your business processes (29:41)
Extending your system to work with other parts of your business (16:37)
Importing and exporting data in your CRM system and other important data tasks (39:42)
Summary (1:09)
Teach online with
Before setting up your CRM
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock