Customer Relationship Management ZOHO CRM

Automated Responses and Sales Management

4.6(79)5h 39m21 lectures2 sections

What you'll learn

  • Understand the basics of ZOHO CRM
  • Manage leads and accounts
  • Organize campaigns and products
  • Enhance customer service
  • Analyze data and visits
  • Improve sales team performance

About this course

Zoho CRM is a comprehensive suite of applications that allows you to manage all operations within your business, especially online activities, with ease. In this course, you will explore Zoho applications that help manage and attract potential customers while automating processes that guide these customers through the sales funnel until they become buyers. You will also learn to manage and track purchase orders, returns, and all sales-related operations automatically. Additionally, you will discover how to respond to customer messages from Facebook and other platforms from a single location within Zoho, create chatbots for automated responses, and set up a customer service ticketing system, among other CRM management tasks.

Expected outcomes

  • Master the use of Zoho CRM for effective customer relationship management.
  • Ability to create and organize accounts and data within the system.
  • Execute marketing campaigns and manage products and sales easily.
  • Enhance customer service through the interactive ticketing system, Zoho Desk.
  • Analyze data professionally to make strategic decisions.

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    Course content

    1

    Customer Relationship Management and Sales Processes ZOHO CRM

    15 lectures
    1. Introduction to Zoho CRM5:43
    2. Features of the CRM System16:49
    3. Overview of the Zoho CRM System14:32
    4. Integration of the Zoho CRM Application9:25
    5. Difference Between Plans19:41
    6. Creating an Account and Understanding Settings13:10
    7. Program Interface and Template Creation14:08
    8. Workflow Rules15:02
    9. Vendor Classification and Purchase Order Organization18:05
    10. Working with Accounts14:26
    11. Working with Products and Campaigns11:52
    12. Working with Leads13:14
    13. Tasks and Creation of Products17:06
    14. Creating Sales Orders and Invoicing15:25
    15. Create contacts and analyze visits18:14
    2

    Customer Service Management Zoho SalesIQ

    6 lectures
    1. Introduction to Zoho SalesIQ21:18
    2. Adding Code and Understanding the Main Screen16:03
    3. Creating an Interactive Chat Bot for Automatic Customer Responses21:23
    4. Introduction to Zoho Desk (Ticketing System)23:11
    5. Understanding the Main Interface of Zoho Desk17:39
    6. Creating a Customer Service Ticketing System with Zoho Desk22:47

    Instructor

    Eng. Kanaan Al-Hallaj

    Eng. Kanaan Al-Hallaj

    Instructor at the International Robotics Club, specializing in the development and programming of customer relationship management applications, has worked on various projects integrating robotics and artificial intelligence.
    5,618 students14 courses