Optimizing Workflow
Efficiency: Zoho CRM
Training for Employee
Empowerment

Establish a baseline

• Be a super employee

Zoho CRM - The MUSTS

• How To Setup a Safe Work Environment
• Personal Settings and Signature Setup
• Add Your Email to Your Zoho CRM
• Add Your Calendar to Your Zoho CRM

Zoho CRM Basics

• What Are a Record Related Lists
• Editing Updating Records (Inline and Full Edit Mode)
• Learn How to Add Records (Manual, Import or Wizard)
• Sending Emails (Bulk emails, Individual Email, Draft Mode, Emails List)

Templates (optional section)

• Email Templates
• Inventory (Zoho CRM Finance) Templates
• Mail Merge

Activities

• Create and Manage Tasks, Meetings and Calls
• Working with Activities

Productivity Section

• Canvas View
• Duplicated Records. Yuk!
• Multi Record Actions
• Create and Use Filters
• Sheet View and Manage Columns
• Single Record Actions
• Create and Use Views

Zoho CRM - Sales Cycle For Sales People

• What is a Lead, Contact, Account and a Deal
• Lead Conversion Process
• Understanding the Lead Layout
• Understanding the Deal Layout
• Scoring Rules - Real Prospects VS Tire Kickers
• Working With a Blueprint

Reporting and more

• Dashboards and Analytics
• Schedule and Access Reports
• Managing Vendors - Coming Soon
• Accounts vs Vendors - Coming Soon

Live Zoho CRM Sessions

• Live Zoho CRM Employee Training - Lesson 1
• Live Zoho CRM Employee Training - Lesson 2
• Live Zoho CRM Employee Training - Lesson 3
• Live Zoho CRM Employee Training - Lesson 4
• Live Zoho CRM Employee Training - Lesson 5
• Live Zoho CRM Employee Training - Lesson 6

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