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ZOHO CRM Tutorials

Automation

Assignment Rules

Use Assignment Rules to automate the lead distribution process for reps based on specific lead information.

Scoring Rules

Prioritize your records based on Scoring Rules. They help you work on records that matter to you most and use your time wisely.

Blueprint

Create an online replica of your offline business process and have it executed in a well-defined and systematic manner.

Approval Process

Automate the submission of records for approval. You can do so by specifying criteria based on which records will be sent for approval.

Validation Rules

Keep your CRM data clean by blocking the incompatible and irrelevant data even before it can enter the CRM.

Customization

Page Layouts

Create page layouts with new fields and sections to suit your requirements based on the type of business process carried out in your organization.

Interlinking Modules

Establish database relationship with linking modules. This will help you keep track of how data in your CRM is interrelated.

Email templates

To save you from the manual copy and paste routine, build email templates and send personalized emails to multiple recipients

Conditional Layouts

Make the layouts dynamic using Conditional Layouts. This makes creating a record a clutter-free and less confusing experience.

Subforms

Associate multiple line items to a record using subforms. They are secondary forms or tables, which is part of a primary form in Zoho CRM.

Users and Control

Profiles and Roles

Use Roles to set up your organization’s hierarchy in Zoho CRM and define the type of data sharing you want to follow. Use profiles to define permissions for a set of users.

User Management

Identify and add users who can have access to your CRM account. Manage their permissions and learn how user licenses work.

Data Administration

Data Migration

Switching to Zoho CRM? Migrate your business data to the new system accurately with very minimal manual work.

Data Backup

Learn the importance of exporting data and how to take a complete backup of your CRM account.

Data Import

Import bulk records into various modules of Zoho CRM effortlessly.

Multichannel

SalesSignals

Monitor how the visitors are performing, improve customer interaction and close deals efficiently with Zoho SalesIQ integration.

SalesIQ

Monitor how the visitors are performing, improve customer interaction and close deals efficiently with the SalesIQ integration.

Telephony

Integrate your PBX systems with Zoho CRM and make calls in a single click. Sync call data with customers’ information and sell effectively.

GDPR

GDPR Overview

Watch this video to get a quick overview of GDPR, its possible implications to your business, and a sneak peek of what Zoho CRM has in store for you.

Managing Data Subject Rights and Data Security

Learn how you can manage and keep track of all the data subject requests and how you can secure personal data in your CRM account.

Handling Data Processing Bases

Learn how you can enable the GDPR compliance settings for your Zoho CRM account and how you can apply a lawful basis to process the personal data.

Others

Gamescope

Make sales fun through gamification. Gamescope in Zoho CRM is designed to make sales more exciting for sales teams.

Business Hours

Define the operational hours of your organization using Business Hours and Shift Hours in Zoho CRM.

Web Forms

Build forms within CRM, publish them on your website and capture visitors’ information that can be directly added to your CRM account.

Forecasting

Assign and monitor targets based on organizational or territorial hierarchy.

Zoholics - Austin 2019

Getting Started with CRM

Learn the basic principles of CRM and follow a holistic approach for a successful CRM implementation. Focus on the people, processes and performance goals as you start your CRM setup.

Software Should Fit Your Business—Not the Other Way Around

Learn how Zoho CRM can be easily customized to fit your business. We will start with setting up your CRM, user profiles, and module customization.

Selling With Zia

Find out about Zia’s latest capabilities in CRM, Desk, and Zoho One. Learn how Zia Voice can be programmed to help you in any business scenario.

Integrate Your CRM With GSuite and Office 365

Running your business on G Suite or Office365 gets you started off right. This video will show you how these integrations work and how to set them up for your business.

Email Integration with CRM & SalesInbox

Most businesses today are conducted via email. In this video, we will cover the different ways you can integrate your email, how to set it up, and how to use some of our more advanced email features to contextually view conversations.

Advanced Customization: Molding Software to Your Business Needs

Learn about the more vertical-based customizations you can make within CRM to cultivate scalability. We will be covering major features, like Conditional Layouts, Subforms, Many-to-Many relationships, and much more.

CRM Best Practices

This is a high level overview of CRM Best Practices from a Technical Support perspective. We will cover how to translate business processes into Zoho CRM using configuration tools and techniques. The session will cover setup, maintenance and reporting.

Using CRM for Optimal Multichannel Lead Management

Learn how to optimize your CRM for multichannel lead management and discover the best ways to handle each stage: generation, nurturing, qualification, and conversion.

Automation to Improve Sales Productivity

In this video, we’ll look at how to manage your sales process using Zoho CRM. You’ll learn how to automatically add leads to your CRM from your website; manage your leads, contacts, and accounts; and create sales territories and setup forecasts for your team.

Build Your Sales Path to Move Deals Forward Using Blueprint

Find out about Zia’s latest capabilities in CRM, Desk, and Zoho One. Learn how Zia Voice can be programmed to help you in any business scenario.

Sell Better With Marketing and Support Systems Integrations

Let your sales team access the vital information captured from your marketing and support efforts. In this video, we’ll see how contextual data from your other Zoho apps can feed into your CRM and help you sell better.

Know the Customer Before you Pick Up: Integrating Telephony Into Your CRM

Learn the benefits of integrating your phone system with Zoho CRM, including a live demonstration of the PhoneBridge platform. We’ll go into depth on the key features, such as click-to-dial, call pop-up, automatic call logging, and call analytics.

Reporting in CRM

In this video, get details on creating custom reports for specific modules. It includes a breakdown of report types and data filtering options, a look at pre-built reports available out of the box, and an overview on exporting and best practices.

Read more about our consulting options and find a solution that fits your requirements.

Learn about different features in Zoho CRM:

 

Use Assignment Rules to automate the lead distribution process for reps based on specific lead information.

Scoring Rules - Prioritize your records based on Scoring Rules. They help you work on records that matter to you most and use your time wisely.