Getting started with Zoho CRM will teach aspiring sales reps the basics of Zoho CRM, how to set it up and get it working, in order to carry out their day-to-day affairs and meet their sales goals exceptionally well. By the end of this course, the learner will be able to:
Getting Started with Zoho CRM for Sales Reps
Getting Started with Zoho CRM for Sales Reps
This course is part of Zoho Sales Representative Professional Certificate
Instructor: Zoho CRM
Included with 
Gain insight into a topic and learn the fundamentals.
Beginner level
Recommended experience
30 hours to complete
3 weeks at 10 hours a week
Flexible schedule
Learn at your own pace
What you'll learn
Sign up for a Zoho CRM account.
Describe the key business functions and processes that can be mapped to Zoho CRM.
Implement basic sales force automation processes in CRM.
Install and use the Zoho CRM mobile application for field sales activities.
Details to know
Shareable certificate
Add to your LinkedIn profile
Assessments
28 assignments
Taught in English
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This course is part of the Zoho Sales Representative Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate from Zoho Corporation
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV
Share it on social media and in your performance review
There are 6 modules in this course
This module will introduce the learner to the Sales Rep Professional Certificate Program, take them through the program objectives and course categories. The learners will familiarise themselves with the Zoho CRM application and meet their instructors. By the end of this module, the learners will have clarity over why they need to do this program and how it will help them advance their sales game.
What's included
3 videos4 readings
In this module, you will be introduced to CRM software for sales operations and management and will familiarize yourselves with the benefits of CRM. You will also specifically learn what makes Zoho CRM unique.
What's included
10 videos2 readings2 assignments1 discussion prompt
In this module, the learner will understand all the primary business functions that Zoho CRM is capable of and familiarize themselves with how each of these functions works in the system.
What's included
10 videos15 readings3 assignments4 discussion prompts
In this module, the learner will familiarize themselves with the primary day-to-day actions they may be required to do in Zoho CRM as part of their sales tasks. This module will take them through sample demostrations and scenarios on how to set up and work on their key actions in Zoho CRM.
What's included
21 videos13 readings11 assignments3 discussion prompts
In this module, the learner will be introduced to the Zoho CRM Mobile app and how best to leverage it in order to discharge the duties of a sales rep.
What's included
5 videos5 readings8 assignments
In this module, the learner will be introduced to the advanced and extended possibilities in Zoho CRM, that could be even beyond basic sales operations. This includes third party integrations, AI and more.
What's included
4 videos15 readings4 assignments
Instructor
Offered by
Recommended if you're interested in Business Essentials
Zoho Corporation
Zoho Corporation
Zoho Corporation
Zoho Corporation
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Frequently asked questions
The Zoho Sales Representative Professional Certificate Program is designed to equip aspiring and current sales professionals with the essential skills and knowledge to excel in a challenging marketplace.
A sales representative is the primary point of contact for a customer in an organization and they are primarily responsible for qualifying new business, retaining existing business and managing key accounts.
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
More questions
Financial aid available,