An Introduction to Zoho CRM – Part 2, Get started with your CRM implementation.
As you get started with a CRM system, some amount of initial confusion is inevitable. When presented with a plethora of features, which ones do you use? How do you work your way through a control panel with myriad privileges to enable or disable? These questions could trouble you when you embark on setting up a whole new software system for your business.
If you are at a similar point with Zoho CRM, we are here to help. My team and I have built two courses that will help you get started. Part 1 of An Introduction to Zoho CRM course introduces you to the concepts of Customer Relationship Management and the general sales cycle and its implementation in your Zoho CRM account. Part 2 (this course) walks you through the basics of setting up your account, including your organization settings and security options. If you are a beginner with CRM, these courses are ideal for you.