If your company uses Zoho CRM and you want to move beyond basic data entry to actually mastering the sales process, this course offers a step by step, non nonsense guide to workflows. It covers creating, editing, cloning, deleting, associating, and converting leads, including mass conversions, criteria based conversions, and automatic conversion rules.

This Course Offers

• A Complete Lead Management Workflow: You will learn how to create, edit, clone, delete, and associate leads, building a complete mastery of lead handling within Zoho CRM.
• Advanced Lead Conversion Techniques: The course covers converting leads individually, mass converting selected leads, mass converting leads based on criteria, and setting up automatic lead conversion rules.
• A User Level Focus: The course is designed for end users who want to master the sales process, not just administrators, making it practical for daily sales work.
• Access to a Free Zoho CRM Account: You can sign up for a free Zoho CRM account through the instructor's website to follow along with the exercises.

Why We Love This Course

1. It is laser focused on lead management. Instead of trying to cover every feature of Zoho CRM, the course focuses specifically on the lead to conversion workflow, which is the core of any sales process.
2. It is taught by certified Zoho experts. The instructors are Zoho Alliance Partners, Premium Partners, and Consulting Partners with over 1000 implementation projects in over 25 countries.
3. It includes advanced conversion techniques. Mass conversion based on criteria and automatic conversion rules are powerful features that many casual users never discover.
4. It is practical and step by step. Each lecture focuses on a single action (create, edit, clone, convert) with clear demonstrations, making it easy to follow and apply.

If you are a Zoho CRM user who wants to master the lead to conversion sales process, this course provides a focused, practical guide. Note that the course was last updated in 2017 and focuses on the Zoho CRM interface launched in mid 2016, so the current interface and features may have changed significantly.

• Anyone who wants to really use Zoho CRM for sales process management.
• Sales professionals and administrators who want to learn how to master leads, clients, and opportunities.
• Companies who want to grow their sales by better managing customer information.
• Company administrators who want to discover how to properly use a CRM for lead conversion and pipeline management.

• No previous knowledge of Zoho CRM is required.
• You can sign up for a free Zoho CRM account to follow along with the exercises.
• A willingness to learn step by step lead management workflows is essential.

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