Design and build your Zoho CRM system from scratch.
The "Design and Build a Zoho CRM System" course teaches you everything you need to consider before starting, what you need to do when beginning your build and how to manage it once it's up and running.
Course Curriculum
Introduction
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Designing Your CRM
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Building Your CRM
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- 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)
Hi. My name is Tabish Alam.
I’m a Senior Consultant at one of the top Zoho Partners in Europe. I hold a Level 2 Certification in Zoho CRM, which is currently the highest level possible.
I build CRM systems for organisations small and large, across Europe, and I’ll be your teacher.
