Training Videos

The following videos relate specifically to Zoho CRM, for training videos for other Zoho products, click on the button below;

Zoho CRM Training:
Getting Started with Zoho CRM

This video will introduce you the basics of Zoho CRM.

Zoho CRM Training:

Lead Management

This video is all about managing Leads in Zoho CRM

Zoho CRM Training:
Sales Tracking & Forecasting

At the Sales & Marketing Zoholics event, Zoho's Ricky Thakrar explains and demonstrates the modules within Zoho CRM that can help you Track your Sales and run the reports.

Zoho CRM Training:
Following up on Sales Activities

This video will help you understand how to manage your day to day sales activities in Zoho CRM.

Zoho CRM Training:
Workflow Automation

This video will provide you a basic understanding of automating a set of sales tasks in Zoho CRM

Zoho CRM Training:
Understanding Workflow Automation

Workflow rules in Zoho CRM help you to automate sales, marketing and support processes. You can automatically assign tasks and trigger notifications to users, based on the criteria defined in the rules and update certain field.


For further help on this topic, check out the Zoho Support Forums.

Zoho CRM Training:
Integrating Email (Older Version)

This video will show you the importance of integrating your Email with Zoho CRM.

Zoho CRM Training: Setting up Webforms

This video gives you a basic understanding of how to set up webforms in Zoho CRM.

Zoho CRM Training: Integrating with Zoho Campaigns

This video explains the steps involved in integrating Zoho CRM with Zoho Campaigns.

Zoho CRM Training: 
Gain More Insight into Sales with Zoho CRM Reports

While you are busy calculating and assigning the sales target for your team, it is always helpful to go back and analyze what brought more deals to a closure. You pull a variety of reports with the required filters to get the information that you need. 

Zoho CRM Training:
Zoho Survey and Zoho CRM Integration

Get seamless feedback on what your customers are saying about your business and insights on how you can improve your business processes.

Zoholics Part 1: Customizing CRM for Your Business

At the Sales & Marketing Zoholics event, Zoho's Ricky Thakrar explains and demonstrates how you can customize Zoho CRM for your business.

Zoholics Part 2:
Getting the Most Out of Your CRM

Training session at the Zoholics event covering the other modules of Zoho CRM - Campaigns, 

Zoholics Part 3:
Integrating Zoho CRM with Google Apps

At the Sales & Marketing Zoholics event, Zoho's Ricky Thakrar explains and demonstrates the various integration points between Zoho CRM & Google Apps.