Sales & Marketing Automation

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About Course


Zoho CRM gives you a 360-degree view of your complete sales cycle and pipeline. Identify trends, spot opportunities, increase efficiency, and reduce costs with the right answers, right now.

What you’ll learn

  • Track Opportunities in your pipeline from Lead to Closure.
  • Save precious time for building profitable business relationships with Sales Automation..
  • Capture Leads from your website and engage them right inside the CRM with Social Integration.
  • Connect to the CRM API and enjoy add-ons to your favorite legacy Apps like Outlook, Excel, Google Analytics amongst others


Create, send, and track effective email campaigns that help you build lasting relationships with your customers:

What you’ll learn

  • Build and grow your audience list by adding subscribers and also segmenting them based on specific criteria
  • Use email workflows and autoresponders to send targeted content to your audience based on their current stage in the sales cycle or even send messages based on their behavior in an email.
  • Choose one of the pre-designed templates from the gallery with our drag-and-drop editor to design your newsletters or promotions
  • Track the performance of your campaigns in real-time via detailed reports giving you the complete picture including the opens, click-through rates, unsubscribes, and bounces.


Convert your visitors into happy paying customers. Track visitors on your website, identify fresh leads, capture and communicate in real time:

  • Use CRM data to prioritize your website visitors in real time, receive hot prospect alerts, and drive targeted engagement.
  • Get live visitor information like location, web path, and referrer; showing you where visitors are from and how they navigate your website in order to engage with them proactively.
  • Integrate with Google Analytics, show a promotion during a visitor’s waiting time, and more.



Manage social networks, track conversations, and measure performance from a single dashboard:

What you’ll learn

  • Schedule multiple social media posts in one go, using the bulk-scheduler.
  • Enjoy Integrations where your Customers are at: LinkedIn, Google +, Facebook and much more.
  • Understand who your audience is and how they engage with your business on social media


Foster healthy competition, encourage behavior you want in your team, and accelerate your sales with fun contests:

What you’ll learn

  • Determine why some deals close faster than others or how the Pipeline could be shortened for Conversations with Pipeline Velocity
  • Identify the desired behaviors and drive them to ultimately improve your Sales process with Targets and Scorecards


Experience email that provides a clean, ad-free, minimalist interface alongside features geared for business and professional use. Get started with up to 50 free users:

What you’ll learn

  • Enjoy cloud hosted email anywhere on the web, desktop or on mobile.
  • Admins can easily control individual user mailbox quota and privileges, email policies, group email accounts and other such aspects from within control center.
  • Access all your CRM associated email exchanges in one place, right inside your Inbox.
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SalesMaxx is the leading provider of multi-platform Sales capability development workshops for sales people at different levels of proficiency, across multiple sales expertise domains, and for many industry verticals.