Zoho CRM: Advanced User Skills

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Overview

In this course, you will use Zoho CRM to improve your individual and team efficacy by designing advanced templates, using autoresponders, creating advanced workflows, collaborating with your colleagues with the Feeds module, and creating forecasts.

Objectives

Upon successful completion of this course, you will be able to improve sales, marketing, and customer support efficiency through integrating advanced CRM features and other applications. In this course, you will:
  • Improve job task efficiency with Zoho CRM
  • Manage a team with Zoho CRM
  • Improve marketing with Zoho Campaigns, Google AdWords, and Zoho CRM
  • Build customer relationships with Zoho SalesIQ and Zoho CRM
  • Analyze CRM data with the Advanced Analytics Add-On.

Audience

This course is designed for individuals who are experienced Zoho CRM users, who may be executives working in sales or marketing departments. These experienced users want or need to advance their skills in using advanced CRM features to improve efficiency, manage teams, and analyze key CRM metrics. In addition, these users want to develop enhanced functionality gained through integrations with other Zoho products, such as Campaigns, SalesIQ, or Reports, and with third-party applications such as Google AdWords.

Syllabus

Improving Job Task Efficiency with Zoho CRM

  • Topic A: Join the Zoho CRM Organization Account
  • Topic B: Design Advanced Templates
  • Topic C: Create an Unsubscribe Form
  • Topic D: Use Autoresponders for Marketing Automation
  • Topic E: Implement Advanced Workflows

Managing a Team with Zoho CRM

  • Topic A: Collaborate by Using Feeds
  • Topic B: Use Assignment Rules to Maximize Team Efforts
  • Topic C: Create Forecasts

Improving Marketing with Zoho Campaigns, Google AdWords, and Zoho CRM

  • Topic A: Sync Zoho CRM and Zoho Campaigns
  • Topic B: Create Targeted Email Campaigns
  • Topic C: Analyze Google AdWords Campaign Effectiveness

Building Customer Relationships with Zoho SalesIQ and Zoho CRM

  • Topic A: Use SalesIQ for Communication Background and Customer Alerts
  • Topic B: Interact with Website Visitors
  • Topic C: View Tracking Data from Zoho SalesIQ in Zoho CRM

Investigating CRM Data with the Advanced Analytics Add-On

  • Topic A: Create Advanced Reports
  • Topic B: Create Advanced Dashboards

Appendix

  • Connecting Google Applications and Zoho CRM

Training provider

Teaching mode:
Classroom - Instructor Led
Online - Instructor Led
Duration: 1 day
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Our pricing

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Top skills covered in this course

Customer relationship management
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Analytics
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C
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