Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 14 hours (2 days)
Course Outline
Zoho CRM Fundamentals
- Key features and their business impact
- Navigating the interface and understanding module composition
- User classifications and access controls
Lead and Contact Oversight
- Generating and evaluating leads
- Transitioning leads into opportunities
- Managing account and contact records
Customisation and Setup
- Adding custom fields and modules
- Designing page layouts and views
- Automating processes via workflows, rules, and actions
Reporting and Dashboards for Insights
- Generating and adjusting reports
- Constructing and analysing dashboards
- Applying filters, grouping data, and analysing KPIs
Change Management and Governance
- Tracking versions of customisations
- Reviewing audit logs and activity history
- Best practices for documenting processes and approval flows
Data Handling and Import/Export
- Bringing in leads, contacts, and other records
- Removing duplicates and tidying data
- Tools for data backup and migration
Integration and Expansion
- Connecting Zoho CRM with the Zoho suite (e.g., Campaigns, Books)
- Linking third-party applications (e.g., Google Workspace, Outlook)
- Overview of APIs and Webhooks
Monitoring, Assistance, and Enhancement
- Supervising user behaviour and system performance
- Administrator tools and support materials
- Strategies for scalability and ongoing improvement
Recap and Future Directions
Requirements
- A solid grasp of fundamental sales and customer relationship processes
- Familiarity with cloud-based business applications or CRM platforms
Target Audience
- CRM administrators and operational personnel
- Sales managers and marketing analysts
- Team leaders charged with CRM setup and governance
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3200 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (2)
Applicable topics and he spoke clearly and concisely.
Brandon - Aptus Court Reporting LLC
Course - Zoho CRM: Administration, Customization, and Operations
His rapport with the class and personality
