Watch comprehensive videos to help you get started with Zoho CRM, understand the terminology, and learn how to use various features.
- Getting started
- Conceptual videos
- How to videos
Embark on your implementation journey by analyzing your requirements, understanding the features that will help streamline your business process, and learn how you can seamlessly onboard your business into Zoho CRM.
Before you start using CRM, understand your major business objectives, and familiarize yourself with the variety of features that are available. In this series, you will learn how to devise a cornerstone plan for implementation.Start planning 2 Videos | 27 mins
Once you have identified your objectives, it is time to start implementing CRM for your business. This series guides you through everything that you will need to do, from building your sales process to managing your data in Zoho CRM.Begin your implementation 4 Videos | 38 mins
The final step will be to offer training and support so your team can start using CRM smoothly. Browse through our different resources for in-depth knowledge on the best practices for using Zoho CRM.Coming soon
Need help understanding the jargon used in CRM?
Watch this series of videos to get the hang of terminology and concepts in CRM.
How to videos
Watch these videos to learn the significance of different features and how to configure them.
- Automation5 Videos | 35 minsExplore now
- Customization5 Videos | 30 minsExplore now
- Canvas3 Videos | 35 minsExplore now
- Users and Control2 Videos | 18 minsExplore now
- Data Administration3 Videos | 18 minsExplore now
- Multichannel3 Videos | 20 mins Explore now
- GDPR3 Videos | 23 minsExplore now
- Faqs28 Videos | 101 mins Explore now
- Others6 Videos | 40 mins Explore now