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
本课程是 Zoho Sales Representative 专业证书 的一部分

位教师:Zoho CRM
包含在 中
您将学到什么
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.
您将获得的技能
要了解的详细信息

添加到您的领英档案
April 2025
28 项作业
了解顶级公司的员工如何掌握热门技能

积累 Business Essentials 领域的专业知识
- 向行业专家学习新概念
- 获得对主题或工具的基础理解
- 通过实践项目培养工作相关技能
- 通过 Zoho Corporation 获得可共享的职业证书

该课程共有6个模块
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.
涵盖的内容
3个视频4篇阅读材料
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.
涵盖的内容
10个视频2篇阅读材料2个作业1个讨论话题
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.
涵盖的内容
10个视频15篇阅读材料3个作业4个讨论话题
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.
涵盖的内容
21个视频13篇阅读材料11个作业3个讨论话题
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.
涵盖的内容
7个视频5篇阅读材料8个作业
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.
涵盖的内容
5个视频15篇阅读材料4个作业
获得职业证书
将此证书添加到您的 LinkedIn 个人资料、简历或履历中。在社交媒体和绩效考核中分享。
位教师

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常见问题
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.
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. 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.
更多问题
提供助学金,