Zoho Business Suite
Zoho CRM & Sales
Sales Pipeline, Automation, Reporting & Team Collaboration
Course Overview
Zoho CRM is one of the most widely used customer relationship management platforms for small and medium businesses. This programme trains you to configure and administer Zoho CRM — from managing leads, contacts, deals, and sales pipelines to automating workflows, building reports and dashboards, and running your team effectively. Zoho Campaigns, SalesIQ, and Sign are introduced as part of the broader ecosystem overview.
Ideal for sales managers, marketing teams, and business owners who want to automate and digitise their customer engagement.
Learning Outcomes
- Set up and administer a Zoho CRM organisation from scratch
- Manage leads, contacts, accounts, deals, and sales pipeline stages
- Automate follow-ups, approvals, and field updates with workflow rules
- Build KPI dashboards and sales reports to measure team performance
- Manage territories, teams, and quotas across sales representatives
- Automate a complete sales process from lead capture to deal close
Curriculum
- CRM — leads, contacts, accounts, deals, activities, automations
- Campaigns — email marketing, automation, and reports
- SalesIQ — live chat, bot configuration, visitor tracking
- Forms — web form builder and lead capture
- Survey — feedback collection and analysis
- Sites — no-code landing page builder
- Social — social media publishing and monitoring
- ContactManager — unified contact database
- Sign — digital document signing
Assessments & Grading
| Assessment | Type | Weight |
|---|---|---|
| Application Exercises | Hands-on configuration tasks | 30% |
| CRM Setup Project | Full CRM organisation configuration | 30% |
| Final Practical Exam | Live scenario assessment | 40% |
Certificate on completion
Pinuno Academy certificate awarded to graduates who meet the assessment requirements.
Prerequisites
- Basic computer skills and internet usage
- Understanding of basic sales and marketing concepts is helpful
- No prior Zoho experience required
All tools are browser-based — nothing to install. Create your accounts before your first session so you can follow along from the start.
Who Should Attend
- Sales managers and business development teams
- Marketing professionals running digital campaigns
- SME owners who want to digitise their customer pipeline
- Customer support teams seeking better lead tracking