Zoho Corporation

Getting Started with Zoho CRM for Sales Reps

Zoho Corporation

Getting Started with Zoho CRM for Sales Reps

This course is part of Zoho Sales Representative Professional Certificate

Zoho CRM

Instructor: Zoho CRM

Access provided by ExxonMobil

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

3 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

3 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • 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.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

28 assignments

Taught in English

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Build your Business Essentials expertise

This course is part of the Zoho Sales Representative Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate from Zoho Corporation

There are 5 modules in this course

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.

What's included

13 videos6 readings2 assignments1 discussion prompt

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.

What's included

10 videos15 readings3 assignments4 discussion prompts

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.

What's included

21 videos13 readings11 assignments3 discussion prompts

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.

What's included

7 videos5 readings8 assignments

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.

What's included

5 videos15 readings4 assignments

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Zoho CRM
Zoho Corporation
5 Courses3,512 learners

Offered by

Zoho Corporation

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