About The Course
New to Zoho and not sure where to begin with your CRM? Zoho CRM QuickStart is your fast-track to a solid, best practice setup. Guided by expert trainer Ashley Bell, who's helped many businesses launch and streamline their CRM systems.
Designed for first-time users, this course walks you step-by-step through the essential setup, helping you avoid common mistakes and lay the foundation for long-term success. By the end of the course, you’ll have a clean, well-organised CRM tailored to your business and the knowledge to grow it as your needs evolve.Who This Course is For:New users setting up Zoho CRM for the first timeBusiness owners who want to DIY their CRM setupTeams who need a solid starting point before scaling upAnyone who feels overwhelmed by Zoho's complexity
What You’ll Learn:How to set up your CRM from scratch, step by stepKey CRM concepts explained simply for non-technical usersBest practices to help your CRM grow with your businessHow to avoid the common pitfalls that slow teams down
Build it right the first time and save yourself hours of confusion and clean up later.