What does a sales representative do?

<text variant="body1">A sales representative is the primary point of contact for a customer in an organization and they are primarily responsible for qualifying new business, retaining existing business and managing key accounts.

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What will I get if I subscribe to this Certificate?

When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Getting Started with Zoho CRM for Sales Reps

Q: What is the Zoho Sales Representative Professional Certificate Program?

<text variant="body1">The Zoho Sales Representative Professional Certificate Program is designed to equip aspiring and current sales professionals with the essential skills and knowledge to excel in a challenging marketplace.

This course is part of Zoho Sales Representative Professional Certificate

Instructor: Zoho CRM

1,602 already enrolled

Included with

Learn more

5 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

3 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

5 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

3 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Sign up for a Zoho CRM account.
Describe the key business functions and processes that can be mapped to Zoho CRM.
Implement basic sales force automation processes in CRM.
Install and use the Zoho CRM mobile application for field sales activities.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

28 assignments

Taught in English

91% of learners achieved a positive career outcome

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

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Build your Business Essentials expertise

This course is part of the Zoho Sales Representative Professional Certificate

When you enroll in this course, you'll also be enrolled in this Professional Certificate.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate from Zoho Corporation

There are 5 modules in this course

Getting started with Zoho CRM will teach aspiring sales reps the basics of Zoho CRM, how to set it up and get it working, in order to carry out their day-to-day affairs and meet their sales goals exceptionally well. By the end of this course, the learner will be able to:

Module details

This module will introduce the learner to the Sales Rep Professional Certificate Program, take them through the program objectives and course categories. By the end of this module, you will be introduced to CRM software for sales operations and management and will familiarize yourselves with the benefits of CRM. You will also specifically learn what makes Zoho CRM unique.

What's included

13 videos6 readings2 assignments1 discussion prompt

13 videosTotal 71 minutes

About the Zoho Sales Rep Entry-level Professional Certificate program3 minutes
Zoho CRM for businesses - An overview3 minutes
About the Course1 minute
Sales tools — Purpose and benefits4 minutes
Why do sales teams need a CRM?7 minutes
Zoho CRM for sales — An introduction9 minutes
Who can use Zoho CRM — An overview6 minutes
Signing up for Zoho CRM7 minutes
The look and feel of Zoho CRM10 minutes
Setting up your CRM account3 minutes
Profiles and Roles — Basics4 minutes
Common CRM operations — Quick tour7 minutes
Zoho CRM Setup tour6 minutes

6 readingsTotal 100 minutes

Components of the program10 minutes
Meet the team10 minutes
Learning Objectives of this Professional Certificate Program and career path30 minutes
Instructions to sign up for a Zoho CRM account30 minutes
CRM systems Vs legacy systems — A comparison10 minutes
How to access Zoho CRM — An introduction10 minutes

2 assignmentsTotal 60 minutes

Zoho CRM Product walkthrough 30 minutes
CRM for Sales — Test your knowledge30 minutes

1 discussion promptTotal 10 minutes

Product exercises on Zoho CRM10 minutes

In this module, the learner will understand all the primary business functions that Zoho CRM is capable of and familiarize themselves with how each of these functions works in the system.

What's included

10 videos15 readings3 assignments4 discussion prompts

10 videosTotal 68 minutes

Modules in Zoho CRM8 minutes
Mapping your sales cycle to Zoho CRM - Concept6 minutes
Mapping your sales cycle to Zoho CRM - Demo6 minutes
Working with Deals8 minutes
Navigating deal stages7 minutes
CRM Automation — Overview7 minutes
Automating routine sales activities5 minutes
Business process management — Overview8 minutes
Executing processes on the go — Using blueprints8 minutes
Submitting records for approvals and reviews7 minutes

15 readingsTotal 150 minutes

Zoho CRM for business — An overview10 minutes
Key Business Possibilities in Zoho CRM10 minutes
Sales Force Automation — Overview10 minutes
Pipleline management — Overview10 minutes
Workflow rules10 minutes
Assignment rules10 minutes
Scoring rules10 minutes
The Importance of Business Analytics10 minutes
Decision Making from Data Investigations and Patterns10 minutes
Reports and Dashboards in Zoho CRM10 minutes
CRM for field sales— overview10 minutes
Finding customers near you10 minutes
Check-ins for field visits10 minutes
Check-in reports and analytics10 minutes
Team coordination on field visits10 minutes

3 assignmentsTotal 90 minutes

Key business possibilities in Zoho CRM | Practice30 minutes
Analytics | Practice30 minutes
Business process management30 minutes

4 discussion promptsTotal 40 minutes

Sales force automation | Practice10 minutes
Pipleline management - Discussion Prompt10 minutes
Analytics10 minutes
Process management | Practice10 minutes

In this module, the learner will familiarize themselves with the primary day-to-day actions they may be required to do in Zoho CRM as part of their sales tasks. This module will take them through sample demostrations and scenarios on how to set up and work on their key actions in Zoho CRM.

What's included

21 videos13 readings11 assignments3 discussion prompts

21 videosTotal 120 minutes

Creating and working with leads8 minutes
Lead nurturing — Navigating lead stage6 minutes
Lead conversion and contact creation 4 minutes
Lead conversion mapping 2 minutes
Tasks 7 minutes
Meetings 5 minutes
Calls 4 minutes
Emails 10 minutes
Deal management — Overview 5 minutes
Navigating deal pipelines 6 minutes
Quote management — Overview 5 minutes
Reports and dashboards in CRM — Overview 7 minutes
Creating Reports 7 minutes
Creating Dashboards7 minutes
Using the Home tab6 minutes
Adding/modifying records 7 minutes
Import, export and data backup 7 minutes
Accessing record history and timeline 5 minutes
Managing duplicates 4 minutes
Sharing records with peers 4 minutes
Overview of comms channels 4 minutes

13 readingsTotal 130 minutes

Lead Management - An Overview10 minutes
Activity management in CRM 10 minutes
Notes in CRM10 minutes
Stage-probability mapping 10 minutes
Using inventory modules in CRM 10 minutes
Using CPQ 10 minutes
Integrating finance applications with CRM 10 minutes
Data Encryption for Security10 minutes
Bulk Record Operations10 minutes
Support10 minutes
Live Chat10 minutes
Calls10 minutes
Signals10 minutes

11 assignmentsTotal 330 minutes

Practice scenarios in the product30 minutes
Practice scenarios in the product30 minutes
Activity management30 minutes
Practice scenarios in the product30 minutes
Deal processing30 minutes
Practice scenarios in the product30 minutes
Quote management30 minutes
Record management30 minutes
Practice scenarios in the product30 minutes
Customer communication30 minutes
Common sales rep actions in Zoho CRM30 minutes

3 discussion promptsTotal 30 minutes

Lead Conversion and contact creation10 minutes
Activity Management10 minutes
Practice scenarios in the product10 minutes

In this module, the learner will be introduced to the Zoho CRM Mobile app and how best to leverage it in order to discharge the duties of a sales rep.

What's included

7 videos5 readings8 assignments

7 videosTotal 33 minutes

Introduction to Zoho CRM Mobile App3 minutes
When to Use the CRM Mobile App: An Overview5 minutes
How to Create and Edit a Record On the Go4 minutes
Effective Record and Activity Management in the Zoho CRM Mobile App5 minutes
How to Make the Most of the Zoho CRM Mobile App for Client Visits11 minutes
Haptic Feedback and 3D Touch3 minutes
Analytics in the Zoho CRM Mobile App3 minutes

5 readingsTotal 50 minutes

Zoho CRM Mobile App Installation and Basics10 minutes
Personalizing Your Zoho CRM Mobile App Settings10 minutes
How to Call and Message Clients Using the Zoho CRM Mobile App10 minutes
Key Mobile Features in Zoho CRM10 minutes
Widgets in the Zoho CRM Mobile App10 minutes

8 assignmentsTotal 240 minutes

Installing the Zoho CRM Mobile App30 minutes
Personalizing Display Preferences30 minutes
Switching Organizations30 minutes
Managing Lead Information On the Go30 minutes
Scheduling and Completing a Meeting30 minutes
Accessing and Navigating Dashboards30 minutes
Identifying and Adding Home Screen Widgets30 minutes
Using the Zoho CRM Mobile App30 minutes

In this module, the learner will be introduced to the advanced and extended possibilities in Zoho CRM, that could be even beyond basic sales operations. This includes third party integrations, AI and more.

What's included

5 videos15 readings4 assignments

5 videosTotal 56 minutes

Zoho CRM for business processes beyond sales8 minutes
Artificial intelligence in CRM6 minutes
AI in sales6 minutes
[Optional] Video Podcast: Expert segment on the Role of Zoho CRM in a Sales Rep's work life35 minutes
Congratulations on completing the course!1 minute