Introduction to Zoho CRM

Customer relationship management (CRM) is the mix of practices, methodologies and technologies that organizations use to oversee and analyze client communications and data throughout their relationship with the client. The purpose is to develop client support and relationships, assist in client retention and drive sales growth. This course illustrates the fundamental principles of Zoho CRM. It starts by going over the basics of Zoho CRM. You will understand the significance of software in meeting the needs of companies by allowing individuals to interact with customers across multiple channels in real-time. Furthermore, we will also explain the relevance and methods of navigating Zoho CRM.

The next section demonstrates how to build a Zoho CRM for a client. You will learn how to create a mind map and set up modules for a customer using the example of ‘vicious vegans’. The feedback from the client is of inestimable importance, and you will thus learn how to add a logo and rename system fields in Zoho CRM. Following that, we will walk you through some of the fundamental and advanced aspects of CRM customization. You will discover how to add the business hours and holidays settings in the company detail section. Also, creating a custom view, setting up stage probability mapping and mapping fields from leads to accounts in Zoho CRM is explained. You will also learn how to prevent users from exporting contacts out of the CRM.

Finally, you will see how to customise layouts in Zoho CRM and what layout rules you need to follow. Then we'll showcase Zoho CRM automated processes. You will study fundamental workflows, time-based processes, custom blueprint features and webhooks. In this course, you will explore how and when to use webhooks in Zoho CRM. Master the skill of combining sales, advertising, and customer management activities into a single platform and optimise your approach, strategy, and personnel.