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 to deals
- Maintaining accounts and contact records
Customization and Configuration
- Custom fields and modules
- Page layouts and views
- Automation with 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 Zoho suite (e.g., Campaigns, Books)
- Third-party app integration (e.g., Google Workspace, Outlook)
- Using APIs and Webhooks (overview)
Monitoring, Support, and Improvement
- Monitoring user activity and system performance
- Admin tools and support resources
- Planning for scale and continuous improvement
Summary and Next Steps
Requirements
- An understanding of basic sales and customer relationship processes
- Experience using cloud-based business tools or CRM systems
Audience
- CRM administrators and operations staff
- 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
