Zoho CRM Plus

Transform customer engagement with the power of Zoho CRM Plus

Course Brief

Our Zoho CRM Plus self-learning course is designed to provide businesses with comprehensive training on how to set up, customize, and fully utilize the platform. Delivered by Pinnacle Business & Marketing Consulting, this course walks you through each module step by step, covering sales, marketing, customer service, analytics, and more.

The course is structured to help both beginners and experienced users gain confidence in managing their customer experience processes. It includes practical exercises, detailed explanations, and real-world examples, ensuring that learners not only understand the theory but also know how to apply it in their daily operations.

By completing the course, your team will be equipped to streamline customer interactions, automate routine tasks, analyze performance metrics, and make informed decisions that drive growth. With our guidance, you will unlock the full potential of Zoho CRM Plus and ensure your business achieves greater efficiency and stronger customer relationships. Best of all, the course is complimentary for Pinnacle clients who have tagged us as their official Zoho Partner, making it the perfect way to get started with confidence.

Curriculum

Chapter 1: Introduction to Zoho CRM Plus

Lesson 1.1: What is Zoho CRM Plus and Who Should Use It

Lesson 1.2: Applications Included in CRM Plus (Overview of Each)

Lesson 1.3: Unified Customer Experience vs. Standalone Apps

Lesson 1.4: Key Benefits for Sales, Marketing, and Support Teams

Chapter 2: Getting Started and Setup

Lesson 2.1: Navigating the Unified CRM Plus Interface

Lesson 2.2: Setting Up Your Organization Profile and Branding

Lesson 2.3: Adding Users, Roles, and Permissions

Lesson 2.4: Cross-Application User Access and Security Settings

Chapter 3: Sales Management with Zoho CRM

Lesson 3.1: Leads, Accounts, Contacts, and Deals Explained

Lesson 3.2: Pipelines, Blueprints, and Workflow Automation

Lesson 3.3: Using Zia for Sales Predictions and Insights

Lesson 3.4: Sales Collaboration and Forecasting

Chapter 4: Marketing and Campaigns

Lesson 4.1: Email Marketing with Zoho Campaigns

Lesson 4.2: Social Media Management with Zoho Social

Lesson 4.3: Customer Segmentation and Targeting

Lesson 4.4: Tracking Marketing ROI Across CRM Plus

Chapter 5: Customer Support with Zoho Desk

Lesson 5.1: Multi-Channel Ticketing System

Lesson 5.2: Automating SLAs, Escalations, and Workflows

Lesson 5.3: Self-Service Portals and Knowledge Base

Lesson 5.4: Integrating Desk with CRM and SalesIQ

Chapter 6: Live Engagement and Feedback

Lesson 6.1: Using Zoho SalesIQ for Live Chat and Visitor Tracking

Lesson 6.2: Proactive Engagement and Lead Qualification

Lesson 6.3: Running Surveys with Zoho Survey

Lesson 6.4: Gathering Feedback and Closing the Loop

Chapter 7: Collaboration and Project Management

Lesson 7.1: Team Collaboration with Zoho WorkDrive and Connect

Lesson 7.2: Managing Projects and Tasks with Zoho Projects

Lesson 7.3: Linking Projects with CRM for Client Delivery

Lesson 7.4: File Sharing, Documentation, and Approvals

Chapter 8: Analytics and Intelligence

Lesson 8.1: Standard Reports and Dashboards in Zoho CRM Plus

Lesson 8.2: Cross-App Analytics with Zoho Analytics

Lesson 8.3: Creating Custom Reports and Visualizations

Lesson 8.4: Measuring End-to-End Customer Journey Performance

Chapter 9: Automation and Customer Journeys

Lesson 9.1: Workflow Rules Across CRM Plus

Lesson 9.2: Blueprint Automation for Sales and Support

Lesson 9.3: Customer Journey Mapping Across Channels

Lesson 9.4: Using AI (Zia) for Automation and Insights

Chapter 10: Mobile and On-the-Go Productivity

Lesson 10.1: Zoho CRM Plus Mobile Apps (CRM, Desk, Social, etc.)

Lesson 10.2: Offline Access and Sync Capabilities

Lesson 10.3: Push Notifications, Calls, and Mobile Engagement

Lesson 10.4: Best Practices for Mobile Teams

Chapter 11: Security and Data Management

Lesson 11.1: Roles, Profiles, and Data Sharing

Lesson 11.2: GDPR and Compliance Features

Lesson 11.3: Backups, Recovery, and Data Security

Lesson 11.4: Audit Logs and Security Best Practices

Chapter 12: Final Setup and Best Practices

Lesson 12.1: Final Setup Checklist

Lesson 12.2: Best Practices for Adoption and Growth

Lesson 12.3: Ongoing Support and Learning Resources

Lesson 12.4: Scaling CRM Plus as Your Business Grows

Request Access

Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.