In this video, learn the basics of what a customer relationship management (CRM) system is, some of what a CRM can be used for, and many of the advantages from a sales perspective that comes with using a CRM.
- [Instructor] Well just before we starting working … with Zoho CRM it's important to understand … what CRM is in general, to set a proper foundation … before working with any CRM tool. … So if you're already familiar with CRM and CRM tools … you can probably skip this movie. … Firstly, the acronym CRM stands for … customer relationship management, … and typically refers to any software application, … or tool, that helps you to manage … your customer relationships. … So what exactly does that mean, … managing customer relationships? … From a sales perspective it can mean many things … like inputting and tracking leads, … then checking up on those leads, … converting them, hopefully, to contacts, … and making deals with them. … And if you do you want to track revenue, … both potential and secured revenue, … following up with customers and gathering insights … into your customers and sale cycles. … And it can do a whole lot more as well. … Now the goal of any CRM … is to improve business relationships, …
Author
Released
6/12/2019- What is a CRM?
- What Zoho CRM has to offer
- Adding new lead records
- Viewing, filtering, and editing leads
- Working with contacts and accounts
- Creating a deal for a contract
- Running and managing reports
Skill Level Beginner
Duration
Views
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Introduction
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What you need to know1m 10s
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1. Get Started with Zoho CRM
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What is a CRM?1m 43s
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What Zoho CRM has to offer3m 38s
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Launch the free Zoho CRM3m 23s
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Update your profile3m 12s
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2. Work with Leads
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Add new lead records4m 34s
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Edit lead records2m 27s
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Add notes to a lead2m 13s
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Add an attachment to a lead2m 58s
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Add and edit activities5m 32s
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3. Work with Contacts and Accounts
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Duplicate a contact2m 11s
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Delete a record2m 55s
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4. Work with Deals and Reports
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Create a deal for a contact6m 18s
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Search and locate records3m 29s
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Run a report3m 11s
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Manage reports2m 37s
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Conclusion
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Next steps59s
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Video: What is a CRM?