The Best Zoho CRM Tutorials and Demos to Watch on YouTube

William Jepma

  • Best Practices ,

Zoho CRM Tutorials

The editors at Solutions Review have compiled a list to spotlight some of the best Zoho CRM tutorials and demos on YouTube to help you become familiar with one of the most popular CRM platforms on the market.

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Learning how to use a CRM platform can be challenging, especially if your company is either new to the Zoho CRM platform or considering whether it’s the right solution for your needs.

Thankfully, there are plenty of online resources to help companies of all sizes learn about Zoho’s CRM functionalities and how they can help you improve your company’s marketing and customer relationship strategies.

With that in mind, our editors have compiled the following list of Zoho CRM tutorials and video demonstrations on YouTube to help you get the most value from the platform.

All of the Zoho CRM tutorials listed below are free to access and feature guidance from some of the top minds in the CRM marketplace.

Note: Don’t forget to subscribe to Solutions Review  on YouTube!

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6 of the Best Zoho CRM Training Courses Available Online

6 of the Best Zoho CRM Training Courses Available Online

The best zoho crm tutorials and demos on youtube, basics of zoho crm.

Channel:  Zoho CRM

Description:  If you’re looking for an entry into Zoho’s CRM platform basics, why not start with a demo from the company itself? In a compact seventeen minutes, Zoho will introduce you to the features and settings you need to know about to feel familiar with Zoho’s functionality. Specific topics covered include the terminologies used throughout the CRM platform, the options available to users after logging in, the various navigation methods available, and a rundown of the features you can take advantage of.

[youtube https://www.youtube.com/watch?v=x2SuRIFjimI]

Set up your CRM in under 30 minutes | Bigin by Zoho CRM

Channel:  Bigin By Zoho CRM

Description:  Bigin is a product developed specifically for the needs of small businesses. With this fifteen-minute video, prospective customers will learn how to set up an account and receive a brief introduction to the information and processes involved in setting up their profile, landing their first deal, and more. The video is available on the official Bigin YouTube page, where viewers can find a collection of other helpful walkthroughs, tips, and demos.

[youtube https://www.youtube.com/watch?v=imJ0rrEEjQQ]

ZOHO CRM Best Practices – Part 1

Channel:  Lior Izik – Business Automation Solutions

Description:  If you’ve recently implemented the Zoho CRM platform into your company and want a brief rundown on some of the best practices worth knowing about, this video can help. Lior Izik is a professional business coach and Premium Zoho Partner, which means he has the experience needed to introduce viewers to the fundamentals of Zoho’s CRM solution.

[youtube https://www.youtube.com/watch?v=UeZewHIPzis]

Zoho CRM Dashboards

Channel:  Twelve/Three Marketing, Inc.

Description:  This video focuses specifically on Zoho CRM’s dashboard functionalities and will introduce viewers to the processes involved in creating and modifying a dashboard, utilizing widgets, building a custom homepage, and more. The video is almost thirty minutes long and comes from the team at Twelve/Three Marketing, who have over twenty years of CRM experience and offer their audience an extensive collection of CRM demos, tips, and classes.

[youtube https://www.youtube.com/watch?v=kkgkd_S8cVg]

Zoho CRM Free Version 2021 Full Introduction, New User And Setup Training Tutorial

Channel:  PNUK Training

Description:  This ninety-minute webinar is geared toward absolute beginners and will introduce them to the features available in Zoho’s free CRM platform, how it can benefit their business, set up an account, and more. Specific topics covered include the free pricing plan, converting leads to contacts, accounts management, deals, how to use the mobile app, collaborating with team members, inviting users to the platform, editing data sharing settings, and more.

[youtube https://www.youtube.com/watch?v=UCDYEOBk8M8]

Zoho CRM How-To: Manage your sales pipeline with Leads, Deals, and Quotes

Channel:  TopLine Results

Description:  Learn how to track sales pipelines, create quotes for customers, add products to deals, and convert leads into an account, contact, and deal with this compact video for marketers just starting on the Zoho CRM platform. The team at TopLine Results provides viewers with a collection of video walkthroughs and introduction to CRM and marketing platforms like Zoho, Microsoft Dynamics, and Salesforce.

[youtube https://www.youtube.com/watch?v=B6ujo7zJTOw]

Zoho CRM Tutorial for Beginners | Get Started with Zoho FREE ALL-IN-ONE CRM Software

Channel:  Stewart Gauld

Description:  In this Zoho CRM tutorial, Stewart Gauld—who runs a digital consultancy firm that helps small businesses grow their businesses—will walk you through the process of getting started on the free version of Zoho CRM’s platform. Topics covered include signing up, navigating the Zoho CRM dashboard, creating leads, adding contacts, managing the sales pipeline, tracking campaigns, and more.

[youtube https://www.youtube.com/watch?v=sdToWprokPw]

Zoho CRM 2021 Webinar – Overview & Best Practices

Channel:  Zenatta Consulting & The CRM Zen Show

Description:  This webinar covers all of the fundamental tools and functions available on the Zoho CRM and will provide viewers with some practical business tips to help them get the most value from their CRM. Topics covered throughout the hour-long webinar and the Q&A session at the end include custom views, module formatting, workflows, marketing activities, custom fields, the Zoho Marketplace, deal stages, and more.

[youtube https://www.youtube.com/watch?v=8JQih-wXU7c]

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This article was written by William Jepma on October 15, 2021

  • Best Zoho CRM Tutorials
  • Bigin by Zoho
  • PNUK Training
  • Stewart Gauld
  • The CRM Zen Show
  • TopLine Results
  • Twelve/Three Marketing
  • Zenatta Consulting
  • Zoho CRM Demos
  • Zoho CRM Training
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William Jepma

Writer, editor, and analyst.

William Jepma is an editor, writer, and analyst at Solutions Review who aims to keep readers across industries informed and excited about the newest developments in Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Business Process Management (BPM), Marketing Automation, and other WorkTech categories. You can connect with him on LinkedIn or reach him via email at [email protected].

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Once upon a time, in a bustling corporate office, a sales team was preparing for a crucial presentation. The pressure was mounting as they knew that their success hinged on impressing a potential client with their pitch. As they gathered around a conference room table, armed with their laptops and notes, they realized they needed a powerful tool to help them deliver a compelling presentation. That’s when they turned to Zoho CRM .

Zoho CRM , a leading customer relationship management software, has been revolutionizing the way businesses manage their sales and marketing efforts. With its user-friendly interface and robust features, Zoho CRM empowers sales teams to streamline their processes, enhance customer interactions, and ultimately drive revenue growth.

According to recent statistics, businesses that implement CRM software experience an average increase in sales of 29%. This impressive figure showcases the tangible impact that CRM solutions can have on a company’s bottom line. By centralizing customer data, automating repetitive tasks, and providing valuable insights, Zoho CRM enables sales teams to focus on what they do best – building relationships and closing deals.

But Zoho CRM is not just about numbers and statistics; it’s about real-life success stories. Take, for example, a small e-commerce business that struggled to keep track of customer inquiries and order details. With Zoho CRM , they were able to efficiently manage their customer interactions, resulting in a 20% increase in customer satisfaction and a 15% boost in repeat purchases. This success story is just one of many that highlight the transformative power of Zoho CRM .

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AI Marketing CRM , available at https:// CRM .aimarketing.software, takes CRM software to the next level by incorporating artificial intelligence and machine learning capabilities. By analyzing customer behavior, predicting buying patterns, and automating marketing campaigns, AI Marketing CRM empowers businesses to deliver targeted messages to the right audience at the right time.

With AI Marketing CRM , businesses can harness the power of data-driven marketing to increase customer engagement, drive conversions, and ultimately boost their ROI. By leveraging AI technology, businesses can stay ahead of the competition and create personalized experiences that resonate with their target audience.

In conclusion, CRM software has become an essential tool for businesses looking to streamline their sales and marketing efforts. Zoho CRM has proven its worth with impressive statistics and real-life success stories. However, in today’s data-driven world, businesses need to embrace AI Marketing CRM to unlock the full potential of their customer data. With AI Marketing CRM, businesses can supercharge their marketing efforts and achieve unprecedented levels of success.

So, the question remains: Are you ready to take your sales and marketing to new heights with AI Marketing CRM?

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Zoho CRM Consulting Partner

Nov 30, 2023

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Zoho is not a one-time solution but a continuously flowing application suite that gets regular updates. Abloom is a group of leading Zoho experts with decades of experience in the industry. For more information about Zoho CRM Consulting Partner please visit us : https://abloom.tech/zoho-consulting-partner/ .

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Presentation Transcript

WHAT IS CRM? [email protected]

CRM Customer relationship management, or CRM, is the term for the set of procedures, approaches, and tools used by businesses to track and evaluate consumer information and interactions over the course of their customer relationships. Enhancing customer service interactions, helping with client retention, and promoting sales growth are the objectives. [email protected]

CRM CRM systems gather client information from many channels and points of interaction between the client and the business. These may consist of the business's social media accounts, direct mail, live chat, website, phone number, and marketing materials. CRM systems may also provide customer-facing employees with comprehensive information about the personal details, past purchases, preferences, and concerns of their customers. [email protected]

For the best CRM contact, 725 240 8162 / 91 93134 22100 & [email protected] [email protected]

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Software colaborativo de apresentação para equipes modernas

Crie slides profissionais, colabore com sua equipe e realize apresentações visualmente envolventes gratuitamente a qualquer hora, em qualquer lugar e em qualquer dispositivo.

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The Unsung Hero of Presentation Tools Over the years I've created hundreds of training presentations and built many client proposals using Zoho Show and it's so easy to use. I've used Show live on stage, in the classroom and during remote sessions and it's never let me down.

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