Zoho CRM Management Course

Brief

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

Start Date

17 Aug 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

Ahmed Magdy Shaheen

Ahmed Magdy Shaheen

Ahmed is a Senior CRM Techno-Functional Consultant with 7+ years of experience implementing CRM solutions using Zoho CRM, Oracle CX, and Salesforce. He specializes in CRM implementation, digital transformation, and business process automation across multiple industries.

Price

180 $

The price includes :

Personal guidance for professional development
Personal guidance for professional development
Dedicated, direct, and continuous support
Dedicated, direct, and continuous support
Join the exclusive Learnin community for free.
Join the exclusive Learnin community for free.
Permanent access to the recorded course after completion.
Permanent access to the recorded course after completion.
+18 hours of interactive content.
+18 hours of interactive content.
9 fully practical live lectures.
9 fully practical live lectures.
Downloadable study materials.
Downloadable study materials.
Practical tasks and listening to feedback.
Practical tasks and listening to feedback.
17 Aug 2026

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Reviews

What they said about us

"
★★★★★

"This course is the first time I feel that I am the trainer and the trainee at the same time. It changed my way of thinking in the world of branding and marketing, and I discovered new horizons through the examples and tasks presented in the course, and that the company is not just employees and clients, but the company or any business is a message that is delivered through a smart and creative method. From the technical point of view, no session was delayed, no session had weak internet.

zakaria
zakaria student
"
★★★★★

It's truly an honor to start this journey with such a unique and exceptional place. I’ve learned a lot from all the instructors and enjoyed working with amazing colleagues. Thanks learn n’ for making this experience so fun & special and for being a remarkable step in my career.

Noran
Noran Student
"
★★★★★

"Honestly, life is very nice, especially since you are following or starting out. Also, after I finished the first part and came to work, I came across something and came back to ask. You cared about the questions and tried to stay with me step by step. Thank you very much."

Mai Ashraf
Mai Ashraf student
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★★★★★

“There is no one like you, the best company and team. I always tell everyone about you and your high-class treatment. Thank you and the whole team.”

ashwak
ashwak student
"
★★★★★

The course, thank God, contains a respectable amount of information and I put a lot of effort into it. I learned a lot.

Hadeer Karim
Hadeer Karim student
"
★★★★★

Mohammed Saif
Mohammed Saif student
"
★★★★★

"Thank you very much, the diploma was truly wonderful. I learned a lot from it and it improved my marketing skills. The lecturers were wonderful. I would like to thank them very much for their cooperation, their treatment, and the quality of conveying information during the lectures. I highly recommend the diploma because, in all honesty and sincerity, it is excellent. May you succeed, God willing."

Abdul Halim
Abdul Halim student
"
★★★★★

"Professor Mahmoud was very good at explaining, answering questions, clarifying common mistakes, and helping us in any way, especially since he made himself available for communication outside of class."

Khaled Marwan
Khaled Marwan student
"
★★★★★

“I am happy to have known you and all the participants. It was a beautiful day, honestly, with the information and experience I gained from the trainers and from the participants themselves. It was a very unique and successful experience and a transition for me from what was before. It will help me a lot in my professional life, and I am grateful to you each and every one of you.”

karim muntazar
karim muntazar student
"
★★★★★

“God bless you, every day there is something new, and every day you amaze me with the system and organization itself and the strong content that you provide. I am truly proud to be part of the Learn n community.”

Ibrahim Jeddawi
Ibrahim Jeddawi student
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★★★★★

" Thank you so much, I deeply appreciate every little effort you made for me. I truly gained a wealth of knowledge from the course, and it was incredibly beneficial for me. I’m grateful for each and every person in this course. Thank you for helping me and being so supportive throughout. "

Nour Al Huda
Nour Al Huda Student
"
★★★★★

“I benefited a lot and learned useful and new information for me. The instructor was really perfect and excellent.”

Noha Hamdi
Noha Hamdi student
"
★★★★★

"The diploma was very useful and provided a lot of information. The most important thing for me was the extensive application during the course. The live lectures were very practical for me. I currently go back to the recordings a lot for details. Thank you. I recommend it, of course, if anyone is interested in writing."

Rowan Essam
Rowan Essam student
"
★★★★★

Thank you very much. The course was very useful and nice, and dealing with you was comfortable. I was sad that the course ended, but God willing, I will be with you in other courses.

Rehab Fouda
Rehab Fouda student

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