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How to Use Zoho CRM ( CRM Training Course)
Introduction
Introduction (4:10)
Navigation, Settings and Modules
Navigating the CRM interface (24:03)
Viewing you data with lists and filters (16:32)
Configuring user settings (12:11)
Connecting your emails (12:33)
Understand Zoho modules (16:03)
Creating Tasks, Events and Calls (25:34)
Storing documents (4:51)
Designing your Sales Process
The B2B Sales Process in Zoho (6:52)
The B2C Sales Process in Zoho (4:56)
Recording Leads, Customers and Deals
What is a Lead and when do you use it (26:12)
Adding Accounts and Contacts (18:27)
Adding and tracking Deals (14:59)
Recording and tracking your sales activity
Creating Quotes (22:18)
Creating Sales Orders (23:41)
Creating and sending Invoices (13:01)
Generating Purchase Orders (17:08)
Adding Products, Vendors and Pricebooks (24:05)
Recording issues with Cases and Solutions
Monitoring and responding to customer feedback with Cases and Solutions (16:01)
Marketing with CRM
Understanding which marketing campaigns generated sales (14:49)
Managing your social media with Zoho CRM (9:43)
Creating Reports, KPIs and Dashboards
Turn data into appealing reports and insightful dashboards to track your KPIs (30:58)
Extending CRM and building templates
Connecting to other business applications using Integrations (8:49)
Sending standardised messages with Templates and Mail Merge (29:25)
Summary
Wrapping up (2:04)
Teach online with
What is a Lead and when do you use it
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