Zoho CRM Management Course

02 Mar 2026

180 $

Brief

Your customer data is considered a hidden treasure, but do you know how to actually benefit from it?

Start Date

02 Mar 2026

Lessons

9

Time

18 Hours

Course Level

Intermediate

The Zoho CRM Management Course provides you with a comprehensive step-by-step framework and practical skills to transform customer data into an effective tool for managing deals and organizing clients. Starting from the basic principles of CRM, thru managing leads and deals, to building reports and strategies specific to your business. With a focus on the practical application of every aspect of customer and sales management, to gain hands-on experience ready to improve performance and make confident decisions in any work environment.

What will you learn practically?

Setting up a Zoho CRM system from scratch based on your business needs.
Organizing leads and managing deals in a clear, structured way.
Creating a sales pipeline that reflects your company’s actual sales stages.
Reducing manual tasks through automation and automated follow ups.
Tracking sales and team performance using clear reports and dashboards to support data driven decisions.
Designing a CRM strategy and applying it to real-life cases.

Course Content

Introduction to the concept of CRM and its importance for businesses, the difference between CRM, Excel, and ERP systems, and the different types of CRM. During this session, participants will create a Zoho account and explore the system interface and its main sections.

Understanding the customer journey from the first interaction to closing the sale, identifying lead sources and how to handle them, with a practical application that includes importing data, organizing it, and assigning follow-up responsibilities within the team.

Managing deal stages, forecasting sales, and tracking daily activities, with a hands-on application to build a real sales pipeline, create deals, and track calls and meetings.

Setting up workflow rules to simplify tasks, notifications, and automated processes. This session includes a practical application to create automated emails and reminders, as well as building an organized sales plan (Blueprint).

Learning how to configure Zoho CRM to fit your team’s structure, organizing roles and permissions so each member can access only what they need. The session includes a practical application to define the team structure inside Zoho and manage data access in a structured and efficient way.

Connecting Zoho with email, WhatsApp, social media platforms, Google Ads, and more. Includes a hands-on exercise to sync data and automatically capture leads داخل النظام.

Creating ready-made and customized reports, analyzing sales and marketing performance, and building a dashboard that clearly displays the sales pipeline and key metrics.

Designing a CRM strategy connected to the customer experience, with examples from different industries. This session includes a practical workshop to map out a real workflow.

Going deeper into customer scoring, campaign tracking, and retention strategies, followed by building a complete, practical CRM system that can be implemented in a real business environment.

Instructors

Youssef Hassan

Youssef Hassan, a marketing manager and instructor, has been endowed with over 13 years of experience in marketing and digital marketing. Throughout this period, work has been carried out with leading global, Arab, and Egyptian brands, including Ford, Hyper Panda, Panasonic, Ariston, Lincoln, and Burger King, as well as numerous companies across more than 60 diverse sectors.