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Introduction to Zoho CRM

Course ID: 195259
Alison
Course Location
1.5-3 hours
Free

Course Content

Master the subtleties of enhancing customer lifetime value using Zoho CRM with this free online course. Do you work in sales and need to keep track of potential customers? Or are you a customer service staffer who wants to understand the history of a customer's dealings with your company? Or maybe a manager who wants to view reports to see how many new clients have signed up? If so, this sales and marketing course will help you build long-lasting and productive relationships with clients using Zoho customer relationship management (CRM).

Course Details

Course CategoryComputers & IT (Information Technology)
Course TypeOnline Learning
Course QualificationCPD Certificate
Course Duration1.5-3 hours
Course FeeFree
Entry RequirementsLike all courses on the Alison Free Learning platform this is a free, CPD-accredited course. A Graduate can choose to buy a certificate or diploma upon successful completion of a course, but this is not required or necessary.

At Alison we believe that free education, more than anything, has the power to break through boundaries and transform lives.

Alison is the world’s largest free online empowerment platform for education and skills training, offering over 5000 CPD accredited courses and a range of impactful career development tools. It is a for-profit social enterprise dedicated to making it possible for anyone, to study anything, anywhere, at any time, for free online, at any subject level. Through our mission, we are a catalyst for positive social change, creating opportunity, prosperity, and equality for everyone.
Career PathWhat You Will Learn In This Free Course
• Identify the key modules in Zoho CRM
• Evaluate user needs to plan Zoho CRM for the client
• Outline the concept of Zoho CRM customisation
• Describe how to create custom views in Zoho CRM
• Explain how to map fields from leads to accounts
• Discuss how to customise layouts in Zoho CRM
• Define the concept of Zoho CRM automation
• Recognize the main steps in a typical, time-based workflow
• Explain the concept of blueprints
• Identify when and how to use Zoho CRM webhooks
Course Code4021

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