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    Zoho CRM Training

    Uploaded by

    elif tazeler

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Zoho CRM Training

    Uploaded by

    elif tazeler
    357 views6 pages

    Original Title

    ZOHO CRM TRAINING

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    357 views6 pages

    Zoho CRM Training

    Uploaded by

    elif tazeler

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    You are on page 1of 6

    Zoho CRM for

    Sales representatives
    Virtual training - Agenda
    Agenda
    2 Days 5 Hours

    Day 1

    Module 1 Introduction

    Welcome to Zoho CRM

    Course objectives

    Learning path

    Module 2 Setting up your account


    Accessing Zoho CRM

    Customizing personal information

    Lead nurturing and


    Module 3
    sales process automation

    Lead management

    Account and contact management

    Prospecting deals
    Module 4 Inventory management

    Products

    Quotes and invoices

    Sales orders and purchase orders

    Vendor management

    Module 5 Follow-up and collaboration

    Tasks

    Meetings

    Calls

    Module 6 Mass actions

    Mass email

    Macros

    Tags

    Emails

    Mass convert

    Transferring ownership

    Deleting records

    Updating fields
    Module 7 Sales collaboration

    Sharing records with colleagues.

    Collaborating with colleagues using feeds.

    Day 2

    Module 8 Sales metrics

    Default reports

    Managing reports and dashboards

    Module 9 Customization

    Different types of views

    Advanced filters

    Templates (Email and mail merge templates)

    Home page customization

    Module 10 Engaging with customers

    Email integration (using IMAP or POP)

    Bcc dropbox

    Social communication with prospects

    Email intelligence

    Signals
    Module 11 Automation

    Workflow rules

    Actions that help in automation

    Lead scoring

    Module 12 Process management

    Getting approval from managers

    Module 13 Data administration

    Import (module-specific import)

    Import history

    Export

    Recycle bin

    Audit logs

    Module 14 Extensions and integrations

    Zoho apps

    Google (Calendar, Contacts, and Chrome extension)

    Microsoft

    Module 15 Mobile app for Zoho CRM


    © 2020, Zoho Corporation Pvt. Ltd. All Rights Reserved.

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