Turn Every Interaction into a Relationship
In a competitive market, your customer experience is your greatest differentiator. This path focuses on the full lifecycle of a customer—from the first visit on your website to the final support ticket. We teach you how to build a high-velocity sales pipeline, automate lead nurturing, and provide world-class support that keeps clients coming back. Master the art of omnichannel communication and data-driven sales strategies to ensure your business never misses a lead again.
Level 1: Foundation
The Sales Practitioner
The Sales Practitioner
- Leads & Deals: Navigating the CRM module to capture leads, qualify them, and manage the sales pipeline.
- Engagement Basics: Using SalesIQ for live website visitor tracking and managing basic support tickets in Zoho Desk.
- Communication: Syncing email accounts and using templates for standardized client follow-ups.
Level 2: Advanced
The Process Optimizer
The Process Optimizer
- Sales Automation: Building Blueprints to mandate sales stages and setting up workflow rules for automated task assignments.
- Omnichannel Support: Integrating Zoho Desk with social media and setting up Service Level Agreements (SLAs) for response times.
- Chatbot Deployment: Designing basic guided “Zobots” in SalesIQ to capture leads 24/7 without human intervention.
Level 3: Professional
The CX Architect
The CX Architect
- Advanced Analytics: Utilizing CRM Analytics for sales forecasting and identifying “win-loss” patterns across territories.
- Cross-Suite Integration: Connecting CRM to Zoho Books for instant invoicing and to Zoho Desk for a 360-degree view of customer history.
- API & Customization: Developing custom CRM signals and advanced Deluge functions to integrate with external GCC-specific lead sources.