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CRM Training 

  • Offered byZoho

CRM Training
 at 
Zoho 
Overview

Duration

4 days

Mode of learning

Online

Credential

Certificate

Details Icon

CRM Training
 at 
Zoho 
Course details

Who should do this course?
  • CRM admins who are responsible for the setup, configuration, and maintenance of their organization’s Zoho CRM software.
What are the course deliverables?
  • How student can bring all their interactions with theirr customers into one single platform.
  • Send and receive emails, calls, and social media interactions inside Zoho CRM.
  • How to manage multiple business processes with custom layouts, and create custom modules, buttons, and fields.
  • Why a business requires a CRM to scale, and how Zoho CRM can supplement organization-wide growth.
  • How to manage sales territories, set sales targets, and manage sales performance.
  • How to automate tasks using workflows, and implement workflow rules to govern those processes.
  • How student can integrate Zoho CRM with tools and extensions that their business needs to grow.
More about this course
  • The Zoho CRM Training Program for Administrators offers a detailed walkthrough of what Zoho CRM is capable of, and how person can implement it effectively for their organization.
  • Through online training, we aim to offer a completely personalized training package tailored exclusively to meet the trainees' business requirements.
  • The online training program will be custom-made for your business
  • The modes through which I can be trained-Classroom,Online, Onsite
  • The Zoho CRM Classroom Training is a 3-day instructor-led program, which aims to enable CRM Admins to set up and run their organization account efficiently

CRM Training
 at 
Zoho 
Curriculum

Day-1

Sales Process Automation

Inventory Management

Support

Users and Control

User Interface

Day-2

Basic Customizations

Advanced Customizations

Day-3

Channels

Automation

Day-4

Process Management

Data Administration

Marketplace

Other Modules

Developer Space

Mobile Apps

Zoho Directory

Zia in Zoho CRM

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CRM Training
 at 
Zoho 

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