Intro to Zoho CRM

What is a CRM and why should you care? A Customer Relationship Management system is a category of software, usually cloud-based, that allows businesses to nurture customer/client relationships. With a CRM, you can track interactions with leads and contacts, create and follow revenue opportunities, automate sales processes, and manage and complete your tasks. If you are doing any of these things in your head or with pen and paper, you probably need a CRM!

What You'll Learn:

What is a CRM and why do I need one?
How to work with Leads and Contacts
How to create, delegate and complete tasks
How to create and manage revenue opportunities
How to automate sales processes
...and more!

Who Should Attend?

• Administrative Professionals
• Business owners
• Business managers
• Project managers
• Entrepreneurs
• Solopreneurs
• Anyone in Sales