Course Overview

Train participants to manage customer pipelines, automate tasks, and personalize engagement using Zoho CRM.

Course Methodology

1. Set up leads, contacts, and deals in Zoho CRM
2. Use Blueprints for guided sales processes
3. Automate workflows and reminders
4. Simulate full sales journey tracking
5. Use AI (Zia) for scoring and recommendations

Audience

Small to mid-sized sales and customer service teams.

Competencies

1. Pipeline management
2. Workflow automation
3. Zia AI insights
4. Sales process mapping

Tool Features

1. Lead & deal tracking
2. Blueprint automation
3. Sales signals and scoring
4. Zia recommendations