Through the Introduction to Zoho CRM course by Alison, I gained foundational knowledge of Zoho’s customer relationship management platform, equipping me to manage leads, automate workflows and optimize client interactions in a digital‑first environment. The course is CPD Certified, ensuring its alignment with professional development standards.
Key Learning Outcomes
- Zoho CRM Interface & Navigation – Learned how to navigate the Zoho CRM dashboard, modules and customization settings for an efficient user experience.
- Lead & Contact Management – Developed skills in capturing, tracking and converting leads into contacts and deals using Zoho’s pipeline tools.
- Workflow Automation – Explored automation features such as assignment rules, email templates and task scheduling to streamline operations.
- Sales & Marketing Integration – Understood how Zoho CRM supports campaign tracking, customer segmentation and performance analytics.
- Reporting & Analytics – Gained insight into generating reports, dashboards and KPIs to monitor sales activities and customer engagement.
- Customization & Scalability – Learned how to tailor modules, fields and layouts to meet specific business needs and scale CRM usage across teams.
Certification Details
Course Provider: Alison
Certification Type: CPD Certified (Continuing Professional Development)
Completion Date: August 9, 2025
Certificate ID: 4021-51071750
Director of Certification: Maeve Richardson
View Certificate (PDF) | Verify Credential