Zoho Onboarding 101

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Commercient SYNC

2:37:08

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1. Introduction

1. Introduction.mp4

02:00

2. Unit 1 Initial Set Up

1.1 Zoho Unit 1.pdf

1. Unit 1.mp4

19:12

3. Unit 2 Aligning Zoho

1.1 Zoho Unit 2.pdf

1. Unit 2 Aligning Zoho.mp4

19:20

4. Unit 3 Importing into Zoho

1.1 Zoho - Unit 3.pdf

1. Unit 3 Importing into Zoho.mp4

22:53

5. Unit 4 Lead Processes

1.1 Unit 4 Zoho.pdf

1. Unit 4 Lead Processes.mp4

27:51

6. Unit 5 Outbound Communication

1.1 Unit 5 - Zoho.pdf

1. Unit 5 Outbound Communication.mp4

23:22

7. Unit 6 Automation

1.1 Unit 6 - Zoho.pdf

1. Unit 6 Automation.mp4

42:30

Description

Zoho 101: Learn about Quotes, Sequences, Contact Management features and more!

What You'll Learn?

How to install Zoho CRM
How to Setup your Zoho CRM fast
How to use Zoho CRM
How to implement Zoho CRM Features

Who is this for?

Zoho CRM Users

New to Zoho CRM

Zoho CRM Admins

What You Need to Know?

No CRM or Zoho experience needed. This comprehensive course will teach you about each tool Zoho CRM offers and provide strategies to incorporate those tools into daily business processes.

You'll need a computer, Internet access, and all the willingness to learn all you need to know about Zoho CRM and how to use it like a Pro.

More details

Description
Learn all the Zoho CRM fundamentals fast, and start leveraging its tools to improve your workflows, contact management, sales, quoting process, and more. This course covers all you need to know about how to setup Zoho CRM, the strategy, implementation and daily use of Zoho and is intended for brand new Zoho implementation and is delivered by a Zoho Trainer.Â Whether you're starting out with Zoho, there are new staff you need to train in the use of Zoho CRM, you want to refresh what you know about Zoho, enhance your Zoho CRM knowledge with new features, or considering adding Zoho to your tech stack to streamline your processes, this course is for you! Each unit is comprised with different elements to enhance your learning experience and makes learning how to setup and use Zoho easier and faster: the lectures, step by step instructions for each part of Zoho and interactive demos that allow you to try the steps in a risk free environment. The course also gains you access to Commercient Onboarding Office Hours, happening every Wednesday at 12 pm Eastern Standard Time. Sign up for this and kickstart your Zoho journey - the fast and easy way! We're here to make sure you learn all you need to get the most out of Zoho CRM.
Who this course is for:
Zoho CRM Users
New to Zoho CRM
Zoho CRM Admins

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Commercient SYNC

Instructor's Courses

Commercient SYNC makes ERP and CRM data integration simple, quick, and efficient. Over the years we’ve helped companies of all sizes integrate their ERP data with their CRM system, helping businesses become more efficient.Our SYNC integration has grown to over 110+ systems, including Sage, QuickBooks, Acumatica, Epicor, SAP, SYSPRO and many others. With our ERP and CRM integrations, your data is synced to both systems in real time without the need for manual data entry, or the risk of human errors.Our integrations are easy to implement and don’t require ETL, mapping, or coding, which reduces integration costs by up to 80%. The number of ERP’s and CRM’s is always growing so our customers can harness the power of the cloud for more productivity, efficiency, and revenue.

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