What is the Zoho Sales Representative Professional Certificate Program?

<text variant="body1">The Zoho Sales Representative Professional Certificate Program is designed to equip aspiring and current sales professionals with the essential skills and knowledge to excel in a challenging marketplace.

What does a sales representative do?

<text variant="body1">A sales representative is the primary point of contact for a customer in an organization and they are primarily responsible for qualifying new business, retaining existing business and managing key accounts.

When will I have access to the lectures and assignments?

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

What will I get if I subscribe to this Certificate?

When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Getting Started with Zoho CRM for Sales Reps

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Getting Started with Zoho CRM for Sales Reps

Dieser Kurs ist Teil von Zoho Sales Representative (berufsbezogenes Zertifikat)

Dozent: Zoho CRM

1.602 bereits angemeldet

Bei enthalten

Mehr erfahren

5 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Anfänger

Empfohlene Erfahrung

3 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

5 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Anfänger

Empfohlene Erfahrung

3 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

Sign up for a Zoho CRM account.
Describe the key business functions and processes that can be mapped to Zoho CRM.
Implement basic sales force automation processes in CRM.
Install and use the Zoho CRM mobile application for field sales activities.

Kompetenzen, die Sie erwerben

Kategorie: Sales Process
Kategorie: Sales Operations
Kategorie: Customer Relationship Management
Kategorie: Sales Strategy
Kategorie: Business Process Automation
Kategorie: Sales Management
Kategorie: Sales
Kategorie: Sales Pipelines
Kategorie: Automation

Werkzeuge, die Sie lernen werden

Kategorie: Customer Relationship Management (CRM) Software
Kategorie: Business Software

Wichtige Details

Zertifikat zur Vorlage

Zu Ihrem LinkedIn-Profil hinzufügen

Bewertungen

28 Aufgaben

Unterrichtet in Englisch

91% of learners achieved a positive career outcome

Erfahren Sie, wie Mitarbeiter führender Unternehmen gefragte Kompetenzen erwerben.

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Erweitern Sie Ihr Fachwissen im Bereich Business Essentials

Dieser Kurs ist Teil der Spezialisierung Zoho Sales Representative (berufsbezogenes Zertifikat)

Wenn Sie sich für diesen Kurs anmelden, werden Sie auch für dieses berufsbezogene Zertifikat angemeldet.

Lernen Sie neue Konzepte von Branchenexperten
Gewinnen Sie ein Grundverständnis bestimmter Themen oder Tools
Erwerben Sie berufsrelevante Kompetenzen durch praktische Projekte
Erwerben Sie ein Berufszertifikat von Zoho Corporation zur Vorlage

In diesem Kurs gibt es 5 Module

Getting started with Zoho CRM will teach aspiring sales reps the basics of Zoho CRM, how to set it up and get it working, in order to carry out their day-to-day affairs and meet their sales goals exceptionally well. By the end of this course, the learner will be able to:

Moduldetails

This module will introduce the learner to the Sales Rep Professional Certificate Program, take them through the program objectives and course categories. By the end of this module, you will be introduced to CRM software for sales operations and management and will familiarize yourselves with the benefits of CRM. You will also specifically learn what makes Zoho CRM unique.

Das ist alles enthalten

13 Videos6 Lektüren2 Aufgaben1 Diskussionsthema

13 VideosInsgesamt 71 Minuten

About the Zoho Sales Rep Entry-level Professional Certificate program3 Minuten
Zoho CRM for businesses - An overview3 Minuten
About the Course1 Minute
Sales tools — Purpose and benefits4 Minuten
Why do sales teams need a CRM?7 Minuten
Zoho CRM for sales — An introduction9 Minuten
Who can use Zoho CRM — An overview6 Minuten
Signing up for Zoho CRM7 Minuten
The look and feel of Zoho CRM10 Minuten
Setting up your CRM account3 Minuten
Profiles and Roles — Basics4 Minuten
Common CRM operations — Quick tour7 Minuten
Zoho CRM Setup tour6 Minuten

6 LektürenInsgesamt 100 Minuten

Components of the program10 Minuten
Meet the team10 Minuten
Learning Objectives of this Professional Certificate Program and career path30 Minuten
Instructions to sign up for a Zoho CRM account30 Minuten
CRM systems Vs legacy systems — A comparison10 Minuten
How to access Zoho CRM — An introduction10 Minuten

2 AufgabenInsgesamt 60 Minuten

Zoho CRM Product walkthrough 30 Minuten
CRM for Sales — Test your knowledge30 Minuten

1 DiskussionsthemaInsgesamt 10 Minuten

Product exercises on Zoho CRM10 Minuten

In this module, the learner will understand all the primary business functions that Zoho CRM is capable of and familiarize themselves with how each of these functions works in the system.

Das ist alles enthalten

10 Videos15 Lektüren3 Aufgaben4 Diskussionsthemen

10 VideosInsgesamt 68 Minuten

Modules in Zoho CRM8 Minuten
Mapping your sales cycle to Zoho CRM - Concept6 Minuten
Mapping your sales cycle to Zoho CRM - Demo6 Minuten
Working with Deals8 Minuten
Navigating deal stages7 Minuten
CRM Automation — Overview7 Minuten
Automating routine sales activities5 Minuten
Business process management — Overview8 Minuten
Executing processes on the go — Using blueprints8 Minuten
Submitting records for approvals and reviews7 Minuten

15 LektürenInsgesamt 150 Minuten

Zoho CRM for business — An overview10 Minuten
Key Business Possibilities in Zoho CRM10 Minuten
Sales Force Automation — Overview10 Minuten
Pipleline management — Overview10 Minuten
Workflow rules10 Minuten
Assignment rules10 Minuten
Scoring rules10 Minuten
The Importance of Business Analytics10 Minuten
Decision Making from Data Investigations and Patterns10 Minuten
Reports and Dashboards in Zoho CRM10 Minuten
CRM for field sales— overview10 Minuten
Finding customers near you10 Minuten
Check-ins for field visits10 Minuten
Check-in reports and analytics10 Minuten
Team coordination on field visits10 Minuten

3 AufgabenInsgesamt 90 Minuten

Key business possibilities in Zoho CRM | Practice30 Minuten
Analytics | Practice30 Minuten
Business process management30 Minuten

4 DiskussionsthemenInsgesamt 40 Minuten

Sales force automation | Practice10 Minuten
Pipleline management - Discussion Prompt10 Minuten
Analytics10 Minuten
Process management | Practice10 Minuten

In this module, the learner will familiarize themselves with the primary day-to-day actions they may be required to do in Zoho CRM as part of their sales tasks. This module will take them through sample demostrations and scenarios on how to set up and work on their key actions in Zoho CRM.

Das ist alles enthalten

21 Videos13 Lektüren11 Aufgaben3 Diskussionsthemen

21 VideosInsgesamt 120 Minuten

Creating and working with leads8 Minuten
Lead nurturing — Navigating lead stage6 Minuten
Lead conversion and contact creation 4 Minuten
Lead conversion mapping 2 Minuten
Tasks 7 Minuten
Meetings 5 Minuten
Calls 4 Minuten
Emails 10 Minuten
Deal management — Overview 5 Minuten
Navigating deal pipelines 6 Minuten
Quote management — Overview 5 Minuten
Reports and dashboards in CRM — Overview 7 Minuten
Creating Reports 7 Minuten
Creating Dashboards7 Minuten
Using the Home tab6 Minuten
Adding/modifying records 7 Minuten
Import, export and data backup 7 Minuten
Accessing record history and timeline 5 Minuten
Managing duplicates 4 Minuten
Sharing records with peers 4 Minuten
Overview of comms channels 4 Minuten

13 LektürenInsgesamt 130 Minuten

Lead Management - An Overview10 Minuten
Activity management in CRM 10 Minuten
Notes in CRM10 Minuten
Stage-probability mapping 10 Minuten
Using inventory modules in CRM 10 Minuten
Using CPQ 10 Minuten
Integrating finance applications with CRM 10 Minuten
Data Encryption for Security10 Minuten
Bulk Record Operations10 Minuten
Support10 Minuten
Live Chat10 Minuten
Calls10 Minuten
Signals10 Minuten

11 AufgabenInsgesamt 330 Minuten

Practice scenarios in the product30 Minuten
Practice scenarios in the product30 Minuten
Activity management30 Minuten
Practice scenarios in the product30 Minuten
Deal processing30 Minuten
Practice scenarios in the product30 Minuten
Quote management30 Minuten
Record management30 Minuten
Practice scenarios in the product30 Minuten
Customer communication30 Minuten
Common sales rep actions in Zoho CRM30 Minuten

3 DiskussionsthemenInsgesamt 30 Minuten

Lead Conversion and contact creation10 Minuten
Activity Management10 Minuten
Practice scenarios in the product10 Minuten

In this module, the learner will be introduced to the Zoho CRM Mobile app and how best to leverage it in order to discharge the duties of a sales rep.

Das ist alles enthalten

7 Videos5 Lektüren8 Aufgaben

7 VideosInsgesamt 33 Minuten

Introduction to Zoho CRM Mobile App3 Minuten
When to Use the CRM Mobile App: An Overview5 Minuten
How to Create and Edit a Record On the Go4 Minuten
Effective Record and Activity Management in the Zoho CRM Mobile App5 Minuten
How to Make the Most of the Zoho CRM Mobile App for Client Visits11 Minuten
Haptic Feedback and 3D Touch3 Minuten
Analytics in the Zoho CRM Mobile App3 Minuten

5 LektürenInsgesamt 50 Minuten

Zoho CRM Mobile App Installation and Basics10 Minuten
Personalizing Your Zoho CRM Mobile App Settings10 Minuten
How to Call and Message Clients Using the Zoho CRM Mobile App10 Minuten
Key Mobile Features in Zoho CRM10 Minuten
Widgets in the Zoho CRM Mobile App10 Minuten

8 AufgabenInsgesamt 240 Minuten

Installing the Zoho CRM Mobile App30 Minuten
Personalizing Display Preferences30 Minuten
Switching Organizations30 Minuten
Managing Lead Information On the Go30 Minuten
Scheduling and Completing a Meeting30 Minuten
Accessing and Navigating Dashboards30 Minuten
Identifying and Adding Home Screen Widgets30 Minuten
Using the Zoho CRM Mobile App30 Minuten

In this module, the learner will be introduced to the advanced and extended possibilities in Zoho CRM, that could be even beyond basic sales operations. This includes third party integrations, AI and more.

Das ist alles enthalten

5 Videos15 Lektüren4 Aufgaben

5 VideosInsgesamt 56 Minuten

Zoho CRM for business processes beyond sales8 Minuten
Artificial intelligence in CRM6 Minuten
AI in sales6 Minuten
[Optional] Video Podcast: Expert segment on the Role of Zoho CRM in a Sales Rep's work life35 Minuten
Congratulations on completing the course!1 Minute