Zoho CRM for Administrators Training Course

Course Code

zohocrmforadmin

Duration

21 hours (usually 3 days including breaks)

Requirements

  • An understanding of Customer Relationship Management (CRM)
  • Experience with system administration

Overview

Zoho CRM is a SaaS-based Customer Relationship Management (CRM) system for tracking sales, managing contacts, conducting marketing activities, and engaging customers. 

In this instructor-led, live training (onsite or remote), participants will learn how to set up and manage a Zoho CRM system.

By the end of this training, participants will be able to:

  • Set up, configure and run their organization's account efficiently
  • Manage users and automate sales processes
  • Customize CRM solutions and secure customer data

Audience

  • System administrators

Format of the Course

  • Interactive lecture and discussion
  • Lots of exercises and practice
  • Hands-on implementation in a live-lab environment

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.

Course Outline

Introduction

Setting up a Zoho CRM Account

Overview of Zoho CRM Features and Architecture

Securing Data

Managing Users

Customizing Your Implementation

Communication Channels

Setting up Sales Territories

Automating Sales Processes

Administrating Data

Evaluating Marketplace

Getting to Know Zia

Understanding and Setting up Portals

Best Practices

Summary and Conclusion

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