In this video, learn what Zoho offers, what is included with each version of their CRM tool, as well as the limits that come with each version of this online CRM tool.
when it comes to choosing the CRM options … So let's do a quick review of these different editions, … right from here at zoho.com, … you can open up your browser, go here and select Pricing, … what I see at the time of this recording, … you can see the pricing down below … for standard, professional, and enterprise editions. … These prices are per user per month, … and are always subject to change, … and of course you can try any one of these, … the one that's highlighted … or selected by default is enterprise, … it comes with a 15-day free trial … like the other two editions, … but it gives you access to all of the features of Zoho. … to any of these other editions, … even the free one that's not even mentioned … here on this page, at least not yet. … As we scroll down, you're going to see … we'll be working with in this course, … plus some other things that you see checked off … here in this first column. … The important thing is to look at … this very last item, 100,000 records. … That's how many records you can keep …
- 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
Business-to-Business Saleswith Robbie Kellman Baxter1h 5m Intermediate
What you need to know1m 10s
1. Get Started with Zoho CRM
2. Work with Leads
3. Work with Contacts and Accounts
4. Work with Deals and Reports
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