[Free] An Introduction To Zoho Crm - Part 2
Get started with your CRM implementation – Free Course
What you’ll learn
- A demonstration of major organization settings suitable for your business.
- The top account security options and a demo on how to set it up.
Requirements
- You should have completed the first part of this course – An Introduction to Zoho CRM – Part 1.
- Part 1 of this course covers an overview of Customer Relationship Management, concept and implementation of a sales cycle in business and a quick screen tour of Zoho CRM.
- The students need to sign up atleast to the Free edition of Zoho CRM to implement and try out what they learn in this course.
Description
Often, when you begin something new, you are bound to be confused. As you get started with a CRM system, some amount of initial confusion is inevitable. When presented with a plethora of features, which ones do you use? How do you work your way through a control panel with myriad privileges to enable or disable? These questions could trouble you when you embark on setting up a whole new software system for your business.If you are at a similar point with Zoho CRM, we are here to help. Part 1 of An Introduction to Zoho CRM course introduces you to the concepts of Customer Relationship Management and the general sales cycle and its implementation in your Zoho CRM account. Part 2 (this course) walks you through:
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the basics of setting up your account
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adding your organization settings
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setting up the business hours, configuring shifts, and adding holiday lists for different regions
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setting up the fiscal year
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configuring multiple currencies when you do business globally
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setting up security options such as two-factor authentication and allowed IPs.
If you are a beginner with CRM, these courses are ideal for you. Every chapter comes with key learning blocks including conceptual explanations and product demos to help you understand the topics well.
Author(s): Zoho CRM Academy, Vaagdevi Ravishankar
