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.
Course Outline
Introduction to Zoho CRM
- Core features and business benefits
- Navigating the interface and understanding module structures
- User types and access management
Lead and Contact Management
- Creating and qualifying leads
- Converting leads into deals
- Managing accounts and contact records
Customization and Configuration
- Creating custom fields and modules
- Configuring page layouts and views
- Automating processes with workflows, rules, and actions
Reporting and Dashboards for Analysis
- Creating and customizing reports
- Building and interpreting dashboards
- Filtering, grouping, and analyzing key performance indicators (KPIs)
Change Control and Governance
- Tracking versions of customizations
- Using audit logs and activity tracking
- Best practices for documenting processes and approval workflows
Data Management and Import/Export
- Importing leads, contacts, and other records
- Data deduplication and cleanup
- Data backup and migration tools
Integration and Extension
- Integrating Zoho CRM with the Zoho suite (e.g., Campaigns, Books)
- Connecting with third-party applications (e.g., Google Workspace, Outlook)
- Overview of using APIs and Webhooks
Monitoring, Support, and Improvement
- Monitoring user activity and system performance
- Admin tools and support resources
- Planning for scalability and continuous improvement
Summary and Next Steps
Requirements
- A fundamental understanding of sales and customer relationship processes
- Prior experience using cloud-based business tools or CRM systems
Target Audience
- CRM administrators and operations personnel
- Sales managers and marketing analysts
- Team leads responsible for CRM configuration and governance
14 Hours
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
