Videos

Learn when and how to use different features in Zoho CRM

Automation

04:54https://www.youtube.com/embed/GzhfA_7DVEEAssignment Rules

Assignment Rules

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Use Assignment Rules to automate the lead distribution process for reps based on specific lead information.

09:35https://www.youtube.com/embed/rFOJgrmVcEkApproval Process

Approval Process

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Automate the submission of records for approval. You can do so by specifying criteria based on which records will be sent for approval.

06:16https://www.youtube.com/embed/ZgRzjuqbWCwScoring Rules

Scoring Rules

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Prioritize your records based on Scoring Rules. They help you work on records that matter to you most and use your time wisely.

05:46https://www.youtube.com/embed/rPoNvxGIYvAValidation Rules

Validation Rules

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Keep your CRM data clean by blocking the incompatible and irrelevant data even before it can enter the CRM.

08:57https://www.youtube.com/embed/2VbTGldBC0EBlueprint

Blueprint

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Create an online replica of your offline business process and have it executed in a well-defined and systematic manner.

08:16https://www.youtube.com/embed/Jmiutf3yTiI

Actions

Create actions that automate your sales and marketing activities.

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Customization

07:19https://www.youtube.com/embed/1CAB41o61hkPage Layouts

Page Layouts

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Create page layouts with new fields and sections to suit your requirements based on the type of business process carried out in your organization.

05:29https://www.youtube.com/embed/mkSmo0SIPQ8Conditional Layouts

Conditional Layouts

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Make the layouts dynamic using Conditional Layouts. This makes creating a record a clutter-free and less confusing experience.

05:16https://www.youtube.com/embed/G1PAKXPXI0gInterlinking Modules

Interlinking Modules

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Establish database relationship with linking modules. This will help you keep track of how data in your CRM is interrelated.

06:22https://www.youtube.com/embed/NC70CPvWe8USubforms

Subforms

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Associate multiple line items to a record using subforms. They are secondary forms or tables, which is part of a primary form in Zoho CRM.

06:19https://www.youtube.com/embed/PVcVP8mrUNMEmail templates

Email templates

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To save you from the manual copy and paste routine, build email templates and send personalized emails to multiple recipients

07:33https://www.youtube.com/embed/9iD17cfQJdA

Homepage Customization

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Configure your Zoho CRM homepage efficiently.

05:32https://www.youtube.com/embed/gumaWA4AeiI

Copy customization

Replicate your Zoho CRM customization in different accounts

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Users and Control

08:31https://www.youtube.com/embed/Xa1TCSmAU_sProfiles and Roles

Profiles and Roles

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Use Roles to set up your organization's hierarchy in Zoho CRM and define the type of data sharing you want to follow. Use profiles to define permissions for a set of users.

08:52https://www.youtube.com/embed/k1H2hdfZiSMUser Management

User Management

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Identify and add users who can have access to your CRM account. Manage their permissions and learn how user licenses work.

Data Administration

08:24https://www.youtube.com/embed/YAe1sFlAL8gData Migration

Data Migration

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Switching to Zoho CRM? Migrate your business data to the new system accurately with very minimal manual work.

06:50https://www.youtube.com/embed/GYDFDaYC8zIData Import

Data Import

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Import bulk records into various modules of Zoho CRM effortlessly.

03:39https://www.youtube.com/embed/3QNWrgPybrcData Backup

Data Backup

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Learn the importance of exporting data and how to take a complete backup of your CRM account.

 

Multichannel

05:11https://youtube.com/embed/d_9M9m4MqpASalesSignals

SalesSignals

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Monitor how the visitors are performing, improve customer interaction and close deals efficiently with Zoho SalesIQ integration.

05:01https://youtube.com/embed/f6y72eZmOPsTelephony

Telephony

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Integrate your PBX systems with Zoho CRM and make calls in a single click. Sync call data with customers' information and sell effectively.

10:19https://www.youtube.com/embed/AxzwakhUdC4SalesIQ

SalesIQ

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Monitor how the visitors are performing, improve customer interaction and close deals efficiently with the SalesIQ integration.

GDPR

07:35https://www.youtube.com/embed/hIc8QzFSsQwGDPR Overview

GDPR Overview

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Watch this video to get a quick overview of GDPR, its possible implications to your business, and a sneak peek of what Zoho CRM has in store for you.

09:59https://www.youtube.com/embed/fnSGLroOhaMHandling Data Processing Bases

Handling Data Processing Bases

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Learn how you can enable the GDPR compliance settings for your Zoho CRM account and how you can apply a lawful basis to process the personal data.

06:25https://www.youtube.com/embed/EfY8WJLXH0gManaging Data Subject Rights and Data Security

Managing Data Subject Rights and Data Security

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Learn how you can manage and keep track of all the data subject requests and how you can secure personal data in your CRM account.

Others

05:02https://www.youtube.com/embed/NJPpcxXmpSMGamescope

Gamescope

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Make sales fun through gamification. Gamescope in Zoho CRM is designed to make sales more exciting for sales teams.

06:50https://www.youtube.com/embed/-UU_60DPREcWeb Forms

Web Forms

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Build forms within CRM, publish them on your website and capture visitors' information that can be directly added to your CRM account.

05:22https://www.youtube.com/embed/TrTSrqFFQRMBusiness Hours

Business Hours

Define the operational hours of your organization using Business Hours and Shift Hours in Zoho CRM.

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09:06https://www.youtube.com/embed/QgTc0F4SRK0Forecasting

Forecasting

Assign and monitor targets based on organizational or territorial hierarchy.

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Zoholics - Austin 2019

23:47https://www.youtube.com/embed/gKBQ4ocI4u4Getting Started with CRM

Getting Started with CRM

Learn the basic principles of CRM and follow a holistic approach for a successful CRM implementation. Focus on the people, processes and performance goals as you start your CRM setup.

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19:25https://www.youtube.com/embed/Fed4tn7rihIUsing CRM for Optimal Multichannel

Using CRM for Optimal Multichannel Lead Management

Learn how to optimize your CRM for multichannel lead management and discover the best ways to handle each stage: generation, nurturing, qualification, and conversion.

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46:39https://www.youtube.com/embed/-sx2NRaer4gSoftware Should Fit Your Business

Software Should Fit Your Business—Not the Other Way Around

Learn how Zoho CRM can be easily customized to fit your business. We will start with setting up your CRM, user profiles, and module customization.

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38:50https://www.youtube.com/embed/S2f-ARJPFkYAutomation to Improve Sales Productivity

Automation to Improve Sales Productivity

In this video, we'll look at how to manage your sales process using Zoho CRM. You'll learn how to automatically add leads to your CRM from your website; manage your leads, contacts, and accounts; and create sales territories and setup forecasts for your team.

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18:10https://www.youtube.com/embed/_hkwzoX71wMSelling With Zia

Selling With Zia

Find out about Zia's latest capabilities in CRM, Desk, and Zoho One. Learn how Zia Voice can be programmed to help you in any business scenario.

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24:14https://www.youtube.com/embed/ddACrvV6MXkBuild Your Sales Path

Build Your Sales Path to Move Deals Forward Using Blueprint

Every sales process has different requirements that sometimes call for stringent procedures. In this session, CRM users will learn to design and use Blueprint to have users follow their sales process without deviation.

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23:39https://www.youtube.com/embed/3eP4K4JYX7M GSuite and Office 365

Integrate Your CRM With GSuite and Office 365

Running your business on G Suite or Office365 gets you started off right. This video will show you how these integrations work and how to set them up for your business.

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24:38https://www.youtube.com/embed/u5PoYE_GvgYSupport Systems Integrations

Sell Better With Marketing and Support Systems Integrations

Let your sales team access the vital information captured from your marketing and support efforts. In this video, we'll see how contextual data from your other Zoho apps can feed into your CRM and help you sell better.

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22:53https://www.youtube.com/embed/x9SzYcaIzQICRM & SalesInbox

Email Integration with CRM & SalesInbox

Most businesses today are conducted via email. In this video, we will cover the different ways you can integrate your email, how to set it up, and how to use some of our more advanced email features to contextually view conversations.

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09:44https://www.youtube.com/embed/p_0tLm2Nc-0Integrating Telephony

Know the Customer Before you Pick Up: Integrating Telephony Into Your CRM

Learn the benefits of integrating your phone system with Zoho CRM, including a live demonstration of the PhoneBridge platform. We'll go into depth on the key features, such as click-to-dial, call pop-up, automatic call logging, and call analytics.

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36:05https://www.youtube.com/embed/SCnTDUgNCc4Advanced Customization

Advanced Customization: Molding Software to Your Business Needs

Learn about the more vertical-based customizations you can make within CRM to cultivate scalability. We will be covering major features, like Conditional Layouts, Subforms, Many-to-Many relationships, and much more.

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29:40https://www.youtube.com/embed/tf1_r3X9RhUReporting in CRM

Reporting in CRM

In this video, get details on creating custom reports for specific modules. It includes a breakdown of report types and data filtering options, a look at pre-built reports available out of the box, and an overview on exporting and best practices.

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28:28https://www.youtube.com/embed/kqDJvEp1sK4CRM Best Practices

CRM Best Practices

This is a high level overview of CRM Best Practices from a Technical Support perspective. We will cover how to translate business processes into Zoho CRM using configuration tools and techniques. The session will cover setup, maintenance and reporting.

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