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Zoho CRM for Sales Representatives Course Overview

Zoho CRM for Sales Representatives Course Overview

Zoho CRM for Sales Representatives Course Overview

Elevate your sales skills with our Zoho CRM for Sales Representatives course. This comprehensive training program is tailored for sales professionals looking to master Zoho CRM for efficient sales management. You will learn to navigate Zoho CRM, automate sales processes, manage inventory and conduct effective follow-up activities. Gain proficiency in performing mass actions, analyzing sales metrics, and customizing the platform to fit your needs. By the end of the course, you will be able to utilize Zoho CRM's advanced features, extensions, and AI capabilities, ensuring smarter sales management and improved customer engagement.

Key Learning Objectives:
- Efficient navigation and customization of Zoho CRM
- Automation of sales processes
- Effective inventory management
- Performing mass actions for increased efficiency
- Engaging with customers using integrated communication tools
- Utilizing extensions and integrations for enhanced functionality
- Leveraging Zia's AI capabilities for smarter sales decisions

Take your sales expertise to the next level with hands-on, practical applications you can implement immediately in your daily sales activities.

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  • Live Training (Duration : 16 Hours)
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  • Live Training (Duration : 16 Hours)
  • Per Participant

♱ Excluding VAT/GST

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You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

Prerequisites for Zoho CRM for Sales Representatives Course

To ensure you can make the most out of the Zoho CRM for Sales Representatives course, we recommend that participants have:


  • A basic understanding of sales processes
  • A willingness to learn how to use Zoho CRM for improved sales management

Target Audience for Zoho CRM for Sales Representatives

1. Introduction:
The Zoho CRM for Sales Representatives course is perfect for sales professionals wanting hands-on training to boost their efficiency and performance using the powerful Zoho CRM platform.


2. Job Roles and Audience:


  • Sales Representatives
  • Sales Managers
  • Account Executives
  • Business Development Representatives
  • Sales Coordinators
  • Inside Sales Representatives
  • Sales Consultants
  • Customer Relationship Managers
  • Sales Team Leaders
  • Sales and Marketing Professionals
  • CRM Specialists
  • Sales Operations Analysts


Learning Objectives - What you will Learn in this Zoho CRM for Sales Representatives?

Introduction

The Zoho CRM for Sales Representatives course provides comprehensive training to help sales professionals master Zoho CRM, automating sales processes, managing inventory, and leveraging advanced features for improved sales performance and customer engagement.

Learning Objectives and Outcomes

By the end of the Zoho CRM for Sales Representatives course, participants will be able to:

  • Log in and navigate Zoho CRM efficiently.
  • Automate sales processes and manage sales pipelines.
  • Handle inventory management tasks, including products, quotes, and invoices.
  • Conduct follow-up and collaboration activities using tasks, meetings, and calendar booking.
  • Perform mass actions such as sending mass emails, managing tags, and updating fields.
  • Analyze sales metrics and generate reports for better decision-making.
  • Customize Zoho CRM to fit personal and business needs, including advanced filters and templates.
  • Engage effectively with customers using email integration, lead scoring, and signals.
  • Administer data, maintaining CRM data integrity through imports, audits, and recycling bins.
  • Utilize extensions and integrations with Google, Microsoft, and other applications.
  • Leverage Zia’s AI capabilities for smarter sales management, including suggestions and data enrichment.

Target Audience for Zoho CRM for Sales Representatives

1. Introduction:
The Zoho CRM for Sales Representatives course is perfect for sales professionals wanting hands-on training to boost their efficiency and performance using the powerful Zoho CRM platform.


2. Job Roles and Audience:


  • Sales Representatives
  • Sales Managers
  • Account Executives
  • Business Development Representatives
  • Sales Coordinators
  • Inside Sales Representatives
  • Sales Consultants
  • Customer Relationship Managers
  • Sales Team Leaders
  • Sales and Marketing Professionals
  • CRM Specialists
  • Sales Operations Analysts


Learning Objectives - What you will Learn in this Zoho CRM for Sales Representatives?

Introduction

The Zoho CRM for Sales Representatives course provides comprehensive training to help sales professionals master Zoho CRM, automating sales processes, managing inventory, and leveraging advanced features for improved sales performance and customer engagement.

Learning Objectives and Outcomes

By the end of the Zoho CRM for Sales Representatives course, participants will be able to:

  • Log in and navigate Zoho CRM efficiently.
  • Automate sales processes and manage sales pipelines.
  • Handle inventory management tasks, including products, quotes, and invoices.
  • Conduct follow-up and collaboration activities using tasks, meetings, and calendar booking.
  • Perform mass actions such as sending mass emails, managing tags, and updating fields.
  • Analyze sales metrics and generate reports for better decision-making.
  • Customize Zoho CRM to fit personal and business needs, including advanced filters and templates.
  • Engage effectively with customers using email integration, lead scoring, and signals.
  • Administer data, maintaining CRM data integrity through imports, audits, and recycling bins.
  • Utilize extensions and integrations with Google, Microsoft, and other applications.
  • Leverage Zia’s AI capabilities for smarter sales management, including suggestions and data enrichment.

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