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 value.
- Interface navigation and module structure.
- User types and access management.
Lead and Contact Management
- Creating and qualifying leads.
- Converting leads into deals.
- Maintaining account and contact records.
Customization and Configuration
- Custom fields and modules.
- Page layouts and views.
- Automation using workflows, rules, and actions.
Reporting and Dashboards for Analysis
- Creating and customizing reports.
- Building and interpreting dashboards.
- Filtering, grouping, and KPI analysis.
Change Control and Governance
- Version tracking for customizations.
- Audit logs and activity tracking.
- Best practices for process documentation 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).
- Third-party app integration (e.g., Google Workspace, Outlook).
- Overview of 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 foundational understanding of sales and customer relationship processes.
- Practical experience with cloud-based business tools or CRM systems.
Audience
- CRM administrators and operations personnel.
- Sales managers and marketing analysts.
- Team leaders 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
