What will I get if I subscribe to this Certificate?

When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Getting Started with Zoho CRM for Sales Reps

抓住节省的机会！购买 Coursera Plus 3 个月课程可享受40% 的折扣，并可完全访问数千门课程。

Getting Started with Zoho CRM for Sales Reps

本课程是 Zoho Sales Representative 专业证书的一部分

位教师：Zoho CRM

包含在中

了解更多

5个模块

深入了解一个主题并学习基础知识。

初级等级

推荐体验

3 周完成

在 10 小时一周

灵活的计划

自行安排学习进度

5个模块

深入了解一个主题并学习基础知识。

初级等级

推荐体验

3 周完成

在 10 小时一周

灵活的计划

自行安排学习进度

您将学到什么

Sign up for a Zoho CRM account.
Describe the key business functions and processes that can be mapped to Zoho CRM.
Implement basic sales force automation processes in CRM.
Install and use the Zoho CRM mobile application for field sales activities.

您将获得的技能

您将学习的工具

要了解的详细信息

可分享的证书

添加到您的领英档案

作业

28 项作业

授课语言：英语（English）

了解顶级公司的员工如何掌握热门技能

了解关于 Coursera for Business 的更多信息

Petrobras, TATA, Danone, Capgemini, P&G 和 L'Oreal 的徽标

积累 Business Essentials 领域的专业知识

本课程是 Zoho Sales Representative 专业证书专项课程的一部分

在注册此课程时，您还会同时注册此专业证书。

向行业专家学习新概念
获得对主题或工具的基础理解
通过实践项目培养工作相关技能
通过 Zoho Corporation 获得可共享的职业证书

该课程共有5个模块

Getting started with Zoho CRM will teach aspiring sales reps the basics of Zoho CRM, how to set it up and get it working, in order to carry out their day-to-day affairs and meet their sales goals exceptionally well. By the end of this course, the learner will be able to:

This module will introduce the learner to the Sales Rep Professional Certificate Program, take them through the program objectives and course categories. By the end of this module, you will be introduced to CRM software for sales operations and management and will familiarize yourselves with the benefits of CRM. You will also specifically learn what makes Zoho CRM unique.

涵盖的内容

13个视频6篇阅读材料2个作业1个讨论话题

13个视频总计71分钟

About the Zoho Sales Rep Entry-level Professional Certificate program 3分钟
Zoho CRM for businesses - An overview 3分钟
About the Course 1分钟
Sales tools — Purpose and benefits 4分钟
Why do sales teams need a CRM? 7分钟
Zoho CRM for sales — An introduction 9分钟
Who can use Zoho CRM — An overview 6分钟
Signing up for Zoho CRM 7分钟
The look and feel of Zoho CRM 10分钟
Setting up your CRM account 3分钟
Profiles and Roles — Basics 4分钟
Common CRM operations — Quick tour 7分钟
Zoho CRM Setup tour 6分钟

6篇阅读材料总计100分钟

Components of the program 10分钟
Meet the team 10分钟
Learning Objectives of this Professional Certificate Program and career path 30分钟
Instructions to sign up for a Zoho CRM account 30分钟
CRM systems Vs legacy systems — A comparison 10分钟
How to access Zoho CRM — An introduction 10分钟

2个作业总计60分钟

Zoho CRM Product walkthrough 30分钟
CRM for Sales — Test your knowledge 30分钟

1个讨论话题总计10分钟

Product exercises on Zoho CRM 10分钟

In this module, the learner will understand all the primary business functions that Zoho CRM is capable of and familiarize themselves with how each of these functions works in the system.

涵盖的内容

10个视频15篇阅读材料3个作业4个讨论话题

10个视频总计68分钟

Modules in Zoho CRM 8分钟
Mapping your sales cycle to Zoho CRM - Concept 6分钟
Mapping your sales cycle to Zoho CRM - Demo 6分钟
Working with Deals 8分钟
Navigating deal stages 7分钟
CRM Automation — Overview 7分钟
Automating routine sales activities 5分钟
Business process management — Overview 8分钟
Executing processes on the go — Using blueprints 8分钟
Submitting records for approvals and reviews 7分钟

15篇阅读材料总计150分钟

Zoho CRM for business — An overview 10分钟
Key Business Possibilities in Zoho CRM 10分钟
Sales Force Automation — Overview 10分钟
Pipleline management — Overview 10分钟
Workflow rules 10分钟
Assignment rules 10分钟
Scoring rules 10分钟
The Importance of Business Analytics 10分钟
Decision Making from Data Investigations and Patterns 10分钟
Reports and Dashboards in Zoho CRM 10分钟
CRM for field sales— overview 10分钟
Finding customers near you 10分钟
Check-ins for field visits 10分钟
Check-in reports and analytics 10分钟
Team coordination on field visits 10分钟

3个作业总计90分钟

Key business possibilities in Zoho CRM | Practice 30分钟
Analytics | Practice 30分钟
Business process management 30分钟

4个讨论话题总计40分钟

Sales force automation | Practice 10分钟
Pipleline management - Discussion Prompt 10分钟
Analytics 10分钟
Process management | Practice 10分钟

In this module, the learner will familiarize themselves with the primary day-to-day actions they may be required to do in Zoho CRM as part of their sales tasks. This module will take them through sample demostrations and scenarios on how to set up and work on their key actions in Zoho CRM.

涵盖的内容

21个视频13篇阅读材料11个作业3个讨论话题

21个视频总计120分钟

Creating and working with leads 8分钟
Lead nurturing — Navigating lead stage 6分钟
Lead conversion and contact creation 4分钟
Lead conversion mapping 2分钟
Tasks 7分钟
Meetings 5分钟
Calls 4分钟
Emails 10分钟
Deal management — Overview 5分钟
Navigating deal pipelines 6分钟
Quote management — Overview 5分钟
Reports and dashboards in CRM — Overview 7分钟
Creating Reports 7分钟
Creating Dashboards 7分钟
Using the Home tab 6分钟
Adding/modifying records 7分钟
Import, export and data backup 7分钟
Accessing record history and timeline 5分钟
Managing duplicates 4分钟
Sharing records with peers 4分钟
Overview of comms channels 4分钟

13篇阅读材料总计130分钟

Lead Management - An Overview 10分钟
Activity management in CRM 10分钟
Notes in CRM 10分钟
Stage-probability mapping 10分钟
Using inventory modules in CRM 10分钟
Using CPQ 10分钟
Integrating finance applications with CRM 10分钟
Data Encryption for Security 10分钟
Bulk Record Operations 10分钟
Support 10分钟
Live Chat 10分钟
Calls 10分钟
Signals 10分钟

11个作业总计330分钟

Practice scenarios in the product 30分钟
Practice scenarios in the product 30分钟
Activity management 30分钟
Practice scenarios in the product 30分钟
Deal processing 30分钟
Practice scenarios in the product 30分钟
Quote management 30分钟
Record management 30分钟
Practice scenarios in the product 30分钟
Customer communication 30分钟
Common sales rep actions in Zoho CRM 30分钟

3个讨论话题总计30分钟

Lead Conversion and contact creation 10分钟
Activity Management 10分钟
Practice scenarios in the product 10分钟

In this module, the learner will be introduced to the Zoho CRM Mobile app and how best to leverage it in order to discharge the duties of a sales rep.

涵盖的内容

7个视频5篇阅读材料8个作业

7个视频总计33分钟

Introduction to Zoho CRM Mobile App 3分钟
When to Use the CRM Mobile App: An Overview 5分钟
How to Create and Edit a Record On the Go 4分钟
Effective Record and Activity Management in the Zoho CRM Mobile App 5分钟
How to Make the Most of the Zoho CRM Mobile App for Client Visits 11分钟
Haptic Feedback and 3D Touch 3分钟
Analytics in the Zoho CRM Mobile App 3分钟

5篇阅读材料总计50分钟

Zoho CRM Mobile App Installation and Basics 10分钟
Personalizing Your Zoho CRM Mobile App Settings 10分钟
How to Call and Message Clients Using the Zoho CRM Mobile App 10分钟
Key Mobile Features in Zoho CRM 10分钟
Widgets in the Zoho CRM Mobile App 10分钟

8个作业总计240分钟

Installing the Zoho CRM Mobile App 30分钟
Personalizing Display Preferences 30分钟
Switching Organizations 30分钟
Managing Lead Information On the Go 30分钟
Scheduling and Completing a Meeting 30分钟
Accessing and Navigating Dashboards 30分钟
Identifying and Adding Home Screen Widgets 30分钟
Using the Zoho CRM Mobile App 30分钟

In this module, the learner will be introduced to the advanced and extended possibilities in Zoho CRM, that could be even beyond basic sales operations. This includes third party integrations, AI and more.

涵盖的内容

5个视频15篇阅读材料4个作业

5个视频总计56分钟

Zoho CRM for business processes beyond sales 8分钟
Artificial intelligence in CRM 6分钟
AI in sales 6分钟
[Optional] Video Podcast: Expert segment on the Role of Zoho CRM in a Sales Rep's work life 35分钟
Congratulations on completing the course! 1分钟

15篇阅读材料总计150分钟

Integrations and Extensibility 10分钟
CRM Integrations — Overview 10分钟
Google Integrations 10分钟
Microsoft 10分钟
Zoho Apps 10分钟
Overview of Marketplace Extensions 10分钟
Popular Extensions 10分钟
Examples and Use Cases 10分钟
Introduction to CRM Developer Space 10分钟
APIs and Custom Functions 10分钟
Working with Widgets 10分钟
Other developer possibilities 10分钟
Automation Vs Artificial intelligence 10分钟
Introducing Zia 10分钟
Zia functionalities useful for sales reps 10分钟

4个作业总计120分钟

Zoho CRM for sales and beyond 30分钟
Third-party Integrations 30分钟
AI in sales 30分钟
Possibilities Beyond Sales in Zoho CRM 30分钟

获得职业证书

将此证书添加到您的 LinkedIn 个人资料、简历或履历中。在社交媒体和绩效考核中分享。

位教师

Zoho CRM

Zoho Corporation

5 门课程 3,234 名学生

提供方

Zoho Corporation

从 Business Essentials 浏览更多内容

状态：免费试用
Zoho Corporation
Zoho Sales Representative
专业证书
状态：免费试用
Salesforce
Sales and CRM Overview
课程
状态：免费试用
Zoho Corporation
Key Skillsets for a Sales Representative
课程
状态：免费试用
Zoho Corporation
Roles and Responsibilities of a Sales Representative
课程

人们为什么选择 Coursera 来帮助自己实现职业发展

Felipe M.

自 2018开始学习的学生

''能够按照自己的速度和节奏学习课程是一次很棒的经历。只要符合自己的时间表和心情，我就可以学习。'

Jennifer J.

自 2020开始学习的学生

''我直接将从课程中学到的概念和技能应用到一个令人兴奋的新工作项目中。'

Larry W.

自 2021开始学习的学生

''如果我的大学不提供我需要的主题课程，Coursera 便是最好的去处之一。'

Chaitanya A.

''学习不仅仅是在工作中做的更好：它远不止于此。Coursera 让我无限制地学习。'

通过 Coursera Plus 开启新生涯

无限制访问 10,000+ 世界一流的课程、实践项目和就业就绪证书课程 - 所有这些都包含在您的订阅中

了解更多

通过在线学位推动您的职业生涯

获取世界一流大学的学位 - 100% 在线

探索学位

加入超过 3400 家选择 Coursera for Business 的全球公司

提升员工的技能，使其在数字经济中脱颖而出

了解更多

常见问题

The Zoho Sales Representative Professional Certificate Program is designed to equip aspiring and current sales professionals with the essential skills and knowledge to excel in a challenging marketplace.

A sales representative is the primary point of contact for a customer in an organization and they are primarily responsible for qualifying new business, retaining existing business and managing key accounts.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.