5 of the best Zoho CRM training courses available online in 2021


The editors of Solutions Review have compiled a list of the best Zoho CRM training courses that can help marketers improve their mastery of the platform.

SR Find 106If your business wants to have an impact with its marketing, it will need a complete, scalable, and reliable CRM platform. As one of the leading names in the industry, Zoho’s end-to-end CRM platform provides businesses worldwide with a fully customizable solution equipped with a suite of omnichannel, analytics, automation, process management, sales activation, collaboration, performance management and more. services to help businesses in all industries build meaningful relationships with their customers.

To help you and your team get the most out of the Zoho CRM platform, our editors have compiled 5 of the best Zoho CRM training courses. These online courses can be taken by novice and intermediate Zoho users who wish to hone their skills or become familiar with the functionality of the platform. This isn’t an exhaustive list, but a collection that highlights some of the best-reviewed courses available on trusted platforms like Udemy and LinkedIn Learning. The courses are listed in alphabetical order.

The best Zoho CRM training courses

Course title: Learn Zoho CRM

OUR OPINION : Taught by David Rivers, a renowned author, trainer, learning and development expert, this accessible and compact course will walk you through the fundamentals of the Zoho CRM platform and ensure you are ready to take full advantage of its features.

Platform: Learning LinkedIn

The description: Zoho CRM can help businesses of all sizes manage their sales processes and drive leads down the sales funnel. In this beginner-level course, David Rivers will walk you through the different aspects of sales management within the Zoho CRM offering. You can also expect to learn about the other features that CRM can offer, as well as practical tips and information on updating your profile, preparing your browser for Zoho, converting leads into accounts and contacts, the use of reports, etc.


Course title: Become a Zoho CRM administrator

OUR OPINION : This compact two-hour course will cover all the essential functions of Zoho CRM and leave you with the know-how you need to get started on the platform.

Platform: Udemy

The description: Taught by Zoho expert Peter Fuller, the course consists of 64 lectures across 6 sections and is best suited for Zoho CRM users who want to learn more about the platform and improve their CRM administrator skills. Students can complete the training in two hours and leave with a basic understanding of Zoho features such as importing data, converting leads, using tasks to create tasks, integrating Zoho Forms into CRM, email tracking, workflow automation setup, etc. .


Course title: Become a Zoho programmer (for non-programmers)

OUR OPINION : As the title suggests, this is an entry-level programming course developed for people who want to learn how to use Zoho’s programming tools, even if they don’t have previous experience. in programming.

Platform: Udemy

The description: Designed for Zoho administrators who want to take advantage of Zoho programming tools i.e. Zoho Deluge, Zoho CRM Custom Functions, Zoho Books Custom Function, etc. with Zoho CRM platform is recommended. The 2.5 hour course will teach students to update fields, create new records, copy data from a CRM account record, connect Zoho CRM to third party APIs, integrate to other Zoho apps, to automatically create Zoho Books invoices, and more.


Course title: Zoho CRM: Comprehensive User Training for Small Businesses

OUR OPINION : Designed to help small businesses familiarize themselves with Zoho’s CRM features, this 6.5-hour course can help students of all departments and experience levels learn how to take advantage of Zoho’s customer relationship capabilities.

Platform: Udemy

The description: Taught by Tabish Alam, a senior consultant at a Zoho partner company who holds Level 2 certification in Zoho CRM, this course is developed for users of all skill levels. Students who register for the course will learn how to navigate Zoho CRM, find out what each module does, organize customer data, manage leads, run campaigns, track performance, identify KPIs, standardize messaging with custom templates and collect data on custom dashboards.


Course title: Zoho CRM and Zoho Creator Masterclass

OUR OPINION : With 7 hours of video material, this course is designed for people who are already comfortable with the Zoho CRM platform and want to improve their skills with Zoho Creator apps and other integrations.

Platform: Udemy

The description: This course covers everything from the basics of setting up a CRM account to advanced Zoho Deluge scripts to API integrations between Zoho applications and third-party APIs. Consisting of lectures, articles, quizzes and homework, students will also learn how to fully automate their Zoho CRM with custom features, integrate it with various online services, develop custom applications, and create extensions to market. The course is best suited for Zoho CRM professionals, as the tasks involved in the lessons require a higher level of experience with the platform.


Links to READ: The best Udacity courses for marketers and newbies

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Guillaume Jepma
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