• views: 113
• date: 5 February 2024
• posted by: voska89

What you'll learn
Learn to setup Zoho BigIn
Learn to setup custom pipelines in Zoho Bigin
Learn to setup custom dashboards for Sales, Customer Support and others
Complete kanban workflow for Zoho BigIn
Requirements
No previous experience needed
Description
Course Overview:This course is designed to provide participants with a deep understanding and hands-on experience in utilizing Zoho BigIn, a robust customer relationship management (CRM) solution tailored for small and medium-sized businesses. Throughout the program, participants will explore the features and functionalities of Zoho BigIn, gaining practical skills to optimize customer interactions, streamline sales processes, and enhance overall business efficiency.Course Objectives:1. Introduction to Zoho BigIn: - Overview of Zoho BigIn and its role in CRM. - Understanding the key components and modules.2. Setting Up Zoho BigIn: - Account creation and organization settings. - Customization of user-profiles and permissions.3. Contact Management: - Creating and managing customer profiles. - Implementing effective data segmentation and categorization.4. Deal Management: - Understanding the sales pipeline. - Creating and tracking deals through various stages.5. Task and Activity Management: - Utilizing the task and activity modules for effective time management. - Integrating calendars and setting reminders.6. Automation and Workflow: - Configuring automation rules to streamline processes. - Creating custom workflows for specific business needs.7. Dashboard and Analytics: - Generating insightful reports on sales, leads, and customer interactions. - Utilizing analytics for data-driven decision-making.Who Should Attend- Small and medium-sized business owners- Sales and marketing professionals- CRM administrators- Anyone looking to enhance their skills in utilizing Zoho BigIn for effective customer relationship management
Overview
Section 1: Introduction
Lecture 1 Introduction
Section 2: Zoho BigIn Basics
Lecture 2 SignUp for Zoho BigIn
Lecture 3 Basics of Zoho BigIn
Section 3: Custom pipelines
Lecture 4 Setup custom pipelines
Section 4: Settings in Zoho BigIn
Lecture 5 Zoho BigIn Settings
Section 5: Activities and Dashboards
Lecture 6 Activities
Lecture 7 Dashboards
Lecture 8 Forms
Lecture 9 Thank You
Small Business Owners who want to learn about Zoho BigIn,You want to setup Zoho BigIn for your small team

Homepage

https://www.udemy.com/course/zoho-bigin-for-small-business/

   
   
   

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