Learn email marketing in simple steps, and watch your business grow. In this course, we have covered everything you need to get started with Zoho Campaigns.
Zoho Projects is a comprehensive project management tool that helps you plan your work, track its progress, collaborate with your team, and manage your projects efficiently. This course is for beginners who would like to get the basics of this product right.
You'll learn how to:
- Configure your portal and profile
- Create your first project
- Add users to your project
- Create milestones, task lists, and tasks
- Track work hours
- Collaborate with your team
- Share documents
- Submit issues
- Generate a project invoice
- Manage Gantt charts and Task Reports
Learn how to track, engage, and assist visitors landing on your site effortlessly. Also, learn how to administrate operators of your firm using Zoho SalesIQ.
Learn how to integrate SalesIQ with various apps. Also, learn how to install Mobile SDKs on your mobile apps.
Organizations often require their sales and marketing folks to make client visits, and run campaigns on the field such as tradeshow, taking part in community meetups and so on. While someone is on the move, what do they do? How do they contribute to your revenue? What is the outcome of such field visits? You have invested in your agents' travel and incentives — has this investment paid off in terms of deals? How do you know unless you follow up?
Field sales is an huge area that needs efficient management. Zoho CRM offers a complete mobile application that can travel with your field agents, There are features on the app that are tailored to fulfil the needs of a travelling field agent. You can update notes on the go, log calls, check-in to client offices on the app and so on. Besides, these get recorded into the CRM account and a manager can generate reports on field sales. If you are interested in the management of field sales, and you want to dig deeper into how Zoho CRM works in this area, this course is meant for you.
What you'll learn
- How to leverage the Zoho CRM Mobile Application for field sales.
- An overview of field sales operations.
- Top CRM features recommended for field sales agents.
- Additional notable features on the CRM Mobile app.
- A screen tour of the Zoho CRM Mobile App
- Feature Availability - Android Vs iOS
“Confusion, when embraced, is the starting point for discovery, direction and decision." — Richie Norton
Often, when you begin something new, you are bound to be confused. When you go to a new country, you might struggle to understand the people, the cultures, or say, their transport system. You might lose your way in a new city, despite a clear map. However, this confusion will pave the way for you to learn, decide and achieve clarity eventually. This sort of confusion is to be embraced, not feared.
Similarly, while software systems are for the most part user-friendly and simple, as you get started with the system, some amount of initial confusion is inevitable. When presented with a plethora of features, which ones do you use? How do you work your way through a control panel with myriad privileges to enable or disable? These questions could trouble you when you embark on setting up a whole new software system for your business.
If you are at a similar point with Zoho CRM, we are here to help. The course "An Introduction to Zoho CRM" deals with CRM, as a business concept and also walks you through the basics of setting up your account, including your organization settings, security options and the general sales cycle. If you are a beginner with CRM, this course is ideal for you.
What you'll learn
- A conceptual overview of Customer Relationship Management.
- The concept and implementation of a sales cycle in business
- A quick screen tour of Zoho CRM
- A demonstration of major organization settings suitable for your business
- A demonstration of top account security options
Every chapter comes with key learning blocks including conceptual explanations, product demos, FAQs, best practices and tips as well as self-assessment sections to test your knowledge by the end of the course. Take this course right away to get started with setting up CRM for your business.
The course titled "Zoho CRM for Administrators — Study Materials" is a repository of training manuals and documents on all major concepts of CRM including the sales cycle, customization, automation, data administration, process management and multi-channel communication among other.
"What can Zoho CRM help you achieve?" is a question that these guides will answer. They give you a comprehensive picture on the possibilities with Zoho CRM. Whether it is with streamlining processes, or automating routine actions, customizing modules to suit your business, you need to get a quick understanding of how all of these work before you dive into the CRM account yourself. These study materials combined with the the in-built self assessment module will be a good place to start, in order to check whether you are equipped with a good knowledge of what to expect from your CRM account and how to set things up. These guides will also be a good enabler for you to experiment and learn further about how Zoho CRM will work for your business.
What you'll learn
Starting from the basic concepts of customer relationship management to more advanced topics such as process management, these guides touch upon all major CRM subjects. Following are the titles of guides in this course:
- An Onboarding guide on Zoho CRM
- The Sales Cycle — Concept and Implementation in Zoho CRM
- Organization Settings and Account Security
- User Management in Zoho CRM
- Multi-channel Communication
- A Workbook on Workflow rules
- A Workbook on Blueprint
- A Handbook on Approval Processes
- A Handbook on Module Customization
- A Handbook on Template Customization
- Data Administration
- Zoho CRM Exercises and Sample Scenarios for practice
- Self-Assessment Space
To shift to a new email service, set up a domain and get all the configurations done might sound like a daunting process to some. This course is aimed at breaking down the process of domain setup step-by-step and making it easy for everyone to understand. We will be going through the process of domain verification, creating users and groups and configuring MX Records to receive emails. The concepts of SPF and DKIM that are essential for better email deliverability will also be explained clearly, along with the why and how of configuring them. The process of migration from other services to Zoho Mail will also be discussed briefly. Anyone, who is looking to familiarize themselves with the processes and any necessary troubleshooting steps involved in setting up a domain, can take up this course.
What you'll learn
- Overview of the domain setup process in Zoho Mail
- Configuring groups and adding users to your organization
- What SPF and DKIM is, why and how to configure them
- Basics of migrating to Zoho Mail
In this course, you'll learn everything to get started with Zoho Recruit.
This course takes you through the basics of implementing Zoho People. This is the first part of the implementation course.
<h4><b>Overview</b></h4><p>Our partners are an important part of the Zoho family. We rely on our partners for implementation, teaching, and customization of our apps. They are always spreading the word of Zoho. Our partner program is always growing thanks to wonderful partners like you. We've created this course to get your team started and knowing more about Zoho's resources for partners.</p><h4><b>What you'll learn</b></h4><ul><li>How to use your Partner Store<br></li><li>Contacting Partner Support<br></li><li><li>Partner benefits and tiers<br></li><li>Managing your customers<br></li><li>and more...<br></li></ul><p>We hope these resources help you maximize these resources and help you grow with us. Thank you for being part of our family.</p>