Videos

Watch comprehensive videos to help you get started with Zoho CRM, understand the terminology, and learn how to use various features.

Getting started
Conceptual videos
How to videos

Getting started

Embark on your implementation journey by analyzing your requirements, understanding the features that will help streamline your business process, and learn how you can seamlessly onboard your business into Zoho CRM.

STEP 1

Plan

Before you start using CRM, understand your major business objectives, and familiarize yourself with the variety of features that are available. In this series, you will learn how to devise a cornerstone plan for implementation.

Start planning 2 Videos | 27 mins

STEP 2

Implement

Once you have identified your objectives, it is time to start implementing CRM for your business. This series guides you through everything that you will need to do, from building your sales process to managing your data in Zoho CRM.

Begin your implementation 4 Videos | 38 mins

STEP 3

Adopt

The final step will be to offer training and support so your team can start using CRM smoothly. Browse through our different resources for in-depth knowledge on the best practices for using Zoho CRM.

Coming soon

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CRM FOR BEGINNERS
Sales Collaboration

Conceptual
Learning Series

Need help understanding the jargon used in CRM?
Watch this series of videos to get the hang of terminology and concepts in CRM.

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How to videos

Watch these videos to learn the significance of different features and how to configure them.

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