Lesson series

CRM Tools for Beginners (e.g., Salesforce, Zoho)

Learn the basics of CRM tools like Salesforce and Zoho to manage contacts, automate tasks, and improve customer relationships.

Learners

Assignments

Hours

Videos

Overview

This course introduces CRM tools like Salesforce and Zoho, focusing on managing contacts, tracking sales, and improving customer interactions. Learners will gain hands-on experience with CRM dashboards and data organization, preparing them to use CRM effectively in sales, marketing, and customer service roles.

Course Goals

  • Grasp the fundamentals of CRM and its business importance.
  • Explore the interfaces and features of Salesforce and Zoho CRM.
  • Learn how to set up and customize a CRM system.
  • Manage contacts, leads, and customer data effectively.
  • Implement basic automation features to streamline tasks.
On Demand Course
 100% Recognize Certificate
50+ Hours
Full Lifetime Access
Access on mobile and Laptop
Quizzes

Our Master Instructor

Abhilash Mohapatra | Abhilash Mohapatra | Abhilash Mohapatra

Abhilash Mohapatra is a seasoned career transformation expert with 15+ years of experience in skill development, education, and employability. A former leader at NSDC and FICCI, he pioneered India's first Centre of Excellence for Career Counselling and played a key role in integrating career guidance into the New Education Policy (2020).As a TEDx speaker and top UPSC mentor, he inspires thousands to excel in their career journeys. Abhilash's innovative programs bridge the education-employability gap, focusing on communication, technical, and digital skills for workforce readiness. An engineer from COEP and an MBA graduate from Great Lakes Institute of Management, Chennai, he combines technical and managerial expertise to empower learners to achieve their goals.Learn with Abhilash to unlock your potential and succeed in today’s competitive landscape!
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This course is a great way to re-fresh your creative thinking whilst also giving you a chance to think outside the box.
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Nice and clear Explanation.
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A great course which will help those who want to 'Innovate their Career'!
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