Certified zoho sales and marketing professional
Online Training Courses
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Learners enrolled
Online Training Courses
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Learners enrolled
Manage Customer Relationships and Sales Pipeline
Learn to capture leads, manage contacts, track opportunities, automate sales processes, and generate insightful reports using Zoho CRM to improve customer relationships and sales performance.
Zoho CRM
Manage Customer Relationships and Sales Pipeline
Learn to capture leads, manage contacts, track opportunities, automate sales processes, and generate insightful reports using Zoho CRM to improve customer relationships and sales performance.
Course Modules
Zoho CRM
- CRM Setup and Personal Settings
- Managing Leads, Contacts, Accounts, and Deals
- Activities and Calendar Management
- Sales Inventory: Products, Quotes, Invoices, and Orders
- Users, Roles, Security, and Territory Management
- Views, Filters, and Interface Customisation
- Modules, Fields, Templates, and Pipelines
- Communication Channels: Email, Telephony, Social, and Chat
- Workflow Automation and Assignment Rules
- Blueprint, Approvals, and Process Management
- Data Administration: Import, Export, Backup, and Audit Logs
- Reports, Dashboards, and Forecasting
- Marketplace Integrations and Developer Tools
- Mobile Apps and CRM Security Controls
- AI Capabilities with Zia.
Zoho Sales IQ
- Website visitor tracking and live chat setup
- Lead capture and visitor engagement automation
- Routing rules, visitor scoring, and department-based routing
- Knowledge base integration for support
- JavaScript API, REST API, and custom styling
- CRM, Campaigns, and Desk integrations
- Mobile SDK and mobile engagement setup
- Chatbot building, bot scripting, handlers, and webhooks
- Advanced bot automation and performance analytics
- Real-world bot scripting patterns
Zoho Bookings
- Introduction to Zoho Bookings and scheduling setup
- Services, staff, meeting types, and permissions
- Calendar configuration and availability management
- Self-service booking pages and customization
- Automated confirmations, reminders, and notifications
- Appointment workflow automation
- CRM and Zoho application integrations
- Customer appointment and schedule management
- Reporting and scheduling analytics
- No-show reduction and schedule optimization strategies
Zoho Marketing Automation
- Introduction to Marketing Automation
- Lead Generation Forms and Landing Pages
- Lead Mailing List Management and Segmentation
- Lead Journeys and Lifecycle Automation
- Marketing Channels: Email, Social, Webinars
- Lead Qualification and Attribution Models
- Website Analytics and Visitor Tracking
- Dashboards and Integrations
- Lead Lifecycle Management
- Goal Tracking and Conversion Measurement
Zoho Backstage
- Event portal setup and branding
- Event creation and management
- Agenda, speaker, sponsor, and exhibitor management
- Virtual event configuration
- Ticketing and registration
- Attendee management, check-in, and badge printing
- Event analytics and reporting
- Feedback surveys and post-event engagement
- Event certificates and activity logs
- Integration with other Zoho products
Zoho Social
- Publishing and scheduling across social channels
- Social media account connection and post creation
- Content calendar, drafts, approvals, and bulk scheduling
- Engagement monitoring and response management
- Social inbox, live stream, comments, and mentions
- Brand monitoring and keyword tracking
- Social media analytics and reports
- Lead forms and CRM integration
- Content curation and media library
- Social profile enrichment and lead source tracking
Zoho Survey
- Survey creation and question design
- Survey templates, question types, and question piping
- Advanced survey logic, branching, scoring, and variables
- Survey distribution through email, web, social, QR codes, SMS, and pop-ups
- Multilingual surveys and offline survey collection
- Response analytics and reporting
- Dashboards, charts, filters, and export options
- CRM integration and automation triggers
- Webhooks, Zoho Flow, and email trigger integration
- Customer feedback and market insight collection
Zoho Forms
- Overview and getting started with Zoho Forms
- Creating web forms, AI forms, and CRM forms
- Image-to-form and PDF-to-form conversion
- Form types, field types, and field properties
- Conditional rules and page rules
- Payment options and calculations
- Themes, customization, and form settings
- Integrations with Zoho CRM, SalesIQ, Campaigns, Sign, Analytics, and Flow
- Form approvals and automated actions
- Sharing forms, embedding, analytics, tracking, users, permissions, and admin controls
Cross-Application Integration
- Connecting CRM with SalesIQ, Bookings, and other Zoho applications
- Campaigns, Social, Survey, and Marketing Automation integrations
- Backstage and Campaigns integration for event marketing
- Zoho Flow integration patterns
- API-based integration approaches
- Unified analytics and reporting across applications
- Cross-application attribution and dashboard building
- Integration troubleshooting and health monitoring
Certification Exam Preparation
- Exam format and strategy
- Topic weighting and question types
- Time management and study planning
- Review questions by module
- Scenario-based exercises
- Practical business use cases
- Portfolio building after certification
- Advanced certification paths
- Continuing education and career opportunities
Select a Batch Timeline
*Note: Please ensure you select both your preferred batch and time slot to confirm your enrollment.
*Select Batch
No Upcoming Batches
Course Bundle Fees
Price unavailable, please contact support team
What You'll Get
- Professional certification in Zoho sales and marketing tools
- Practical learning across key Zoho applications
- Hands-on understanding of CRM, automation, events, social media, surveys, forms, and integrations
- Skills to manage leads, customers, campaigns, appointments, and workflows
- Real-world knowledge of sales and marketing automation
- Exposure to reports, dashboards, analytics, and performance tracking
- Cross-application integration knowledge
- Certification exam preparation support
- Career-ready expertise for sales, marketing, CRM, business development, and digital operations roles
- Flexible learning access through the Blue Ocean Academy app
Learn today, lead tomorrow - the journey starts here.
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