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Zoho CRM Administrators Training Course

Learn Zoho CRM Admin Course to manage your Leads

zoho crm training
zoho training course
zoho administrator training singapore

This 3 days Zoho CRM course aims to enable CRM Admins to set up and run their organization account efficiently. you will learn how to manage your sales and customers the right way.






Course Start Date


  • 07/04/2024 | 9:30 to 4:30
    Weekend
  • 17/04/2024 | 7:00 to 10:00
    Week Days
  • 04/05/2024 | 9:30 to 4:30
    Weekend
  • Schedule


    Days: 2 Days
    Duration: 14 Hours
    Timings: 9:30 AM - 5:30 PM

    10 Anson Road, 26-08A International Plaza, Singapore 079903

    Register Now

    Why Choose Us


    • Expert Local Trainers
    • Hands-on Training by experts
    • Certificate of Achievement
    • Free Refresh Class within 6 Month

    Quick Register


    Quick Register

    Who Should Attend This Zoho CRM Training Singapore


    Zoho CRM administrator training course is ideal for sales team of the companies.

    Course Completion Requirements:

    Minimum 75% attendance is required in order to complete the course and receive the course completion certificate

    Zoho CRM Training Course Singapore


    Zoho Admin Course 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
    zoho crm training for administrators
    crm courses singapore

    Format of the Course

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

    Requirements

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

    Target Audience:

    • System administrators

    Zoho Admin CRM Course Curriculum


    Organization Settings

    • Company details
    • Fiscal year
    • Business hours
    • Currencies

    User Management

    • Users
    • Profiles
    • Role-based hierarchy
    • Groups
    • Data sharing rules

    Customization

    • Standard Modules
    • Rename Tabs
    • Fields
    • Relationship fields
    • Stage and Probability mapping
    • Validation rules
    • List views
    • Related lists
    • Web tabs
    • Templates
    • Home Tab

    Communication Channels

    • Email
    • Telephony
    • Social Media
    • Chat
    • In-person
    • SalesSignals

    Territory Management

    • Sales territories
    • Forecasting
    • Sales performance management

    Automation - I

    • Set up workflow rules to automate routine actions
    • Lead assignment rules
    • Lead scoring rules
    • Lead automation through Social media
    • Lead automation through email

    Data Administration

    • Standard operations
    • Import
    • Web forms
    • Data de-duplication
    • Backup
    • Storage
    • Data Migration from third-party applications

    Customization - II

    • Custom links
    • Custom buttons
    • Page layouts
    • Sub forms
    • Conditional layouts
    • Sandbox
    • Marketplace

    google logo Reviews of our students


    Sarah Lah
    Saurabh Pant
    a years ago

    Amazing institute especially for Python programming course. I will suggest everyone to visit Inspizone if you are looking to pursue python programming course in Singapore.
    Josephine Low
    Lachu Gandhi
    2021-09-07

    Content of the course is appropriate. Trainer valene was very good and interactive. The place, course materials, the presentation and content of the material everything were clear and precise and she gave proper response to the queries raised. The place is well maintained too. Overall, a good experience and sure, I will recommend inspizone to my friends who are keen on upgrading themselves.
    shengwei tan
    shengwei tan
    2021-07-01

    Stella is a great lecturer, the lesson taught are well orderly manner for each day which preps in beforehand and learning better.
    Odinelza Santos
    Odinelza Santos
    a year ago

    If you are Western better to stay away. at this place all Asian group prejudices and social positioning systems play out: caste, hierarchy, subjugation of others, etc...
    pamela ng
    pamela ng
    2 years ago

    Excellent Lesson , Morden Technology for virtual training.
    Chiqui Ehong
    Germaine Lee
    a year ago

    Communication, Professionalism, Value
    Jacqueline Lee
    Jacqueline Lee
    2021-09-22

    Went for a accounting course, Steven was friendly and helpful
    Wenyan Yeo
    Guido Sudero
    2021-09-01

    The course was effective for my purpose, the Teacher was clear and professional and she covered all the various aspects in an extensive and careful way. Then, the follow up they do, sending the course material to all Students is also good. Indeed a good Excel course for a beginner.
    Ken Cheong
    THIRUMALA DEVI
    2021-09-15

    Here i attended two courses. The Teacher is more knowledgeable person. I attend here accounts and Corporate Tax Singapore courses. really ill recommend this institute.
    Josephine Low
    Lachu Gandhi
    2021-09-07

    Content of the course is appropriate. Trainer valene was very good and interactive. The place, course materials, the presentation and content of the material everything were clear and precise and she gave proper response to the queries raised. The place is well maintained too. Overall, a good experience and sure, I will recommend inspizone to my friends who are keen on upgrading themselves.
    Chiqui Ehong
    Grace CH Ong
    2021-06-11

    A very useful course with laptops provided and sample datasets for our training. Training was very well-paced and clear, helpful for learning. Trainer also was happy to go around assisting when needed and managed queries well for us. Happy to have participated in a course at Inspizone 🙂
    Lim Valintina
    L T.
    a year ago

    Environment: neat and organized Pace of the class: perfect Learning tools: clear and straightforward Trainer (Bee Hoon): efficient, proactive, knowledgeable and humorous Overall: Excellent. Class ended earlier than stipulated time (despite time spent waiting for latecomers to get seated).
    Annie Ong
    Annie Ong
    5 months ago

    Dr Suresh is a excellent lecturer, he teaches the students incorporate with his own experience in accounting. This make us "students" who has no background of accounting understand and grasp the lesson with ease. The staff at Inspizone is so attentive and reply to our query without much delay. They are professional in handling us different students with different needs during our course. Recommended Training Institute to take lesson and learn what you need!
    Lucia
    Lucia
    a year ago

    I have attended their MICROSOFT OFFICE EXCEL 2016 – INTERMEDIATE & ADVANCED LEVELS training. The trainer Bee Hoon is knowledgeable, patient and made online training an enjoyable hands-on experience. I would recommend the course for anyone wanting practical training, and I hope that there will be more online classes in the future.
    J Quek
    J Quek
    2 years ago

    I am so glad that I had clicked on the site of Inspizone and decided to give a try on one of their courses, Master Excel Training. And I've got more than what I expected, I have done the course many years back but the trainers were never generous with their tips but Bee Hoon, a big "WOOW" she is very generous with the tips and know-how that I had never known before and she is very patient ...gosh! Fantastic trainer!! The Training Coordinator, Sophia, she was very helpful from the moment I send in my request and questions, she patiently guided me from registration, claiming my skill future till the approval and giving me the class schedule. A big thank you and great service! The school, wow!! I never have seen a school supplying such a well-stocked and premium snacks for students/trainees, the class welfare is really great and taken care of!! Thank you! I will definitely recommend Inspizone and I will keep a lookout for other courses that they have.
    Celest Tan
    Celest Tan
    a year ago

    I took the Videography and Editing class under trainer Adrian. He is a practitioner with many years of experience. Certainly an eye opener as i had many videos and photos but did not know how to put them together into a footage with a story. After attending this, i am able to do it. Highly recommended.
    ruo liong
    ruo liong
    2 years ago

    I attended the Accounting lesson . The trainer was very experienced and was bi lingual so it was easy for me to ask question.
    ruo liong
    Ringo Lee
    a year ago

    Helpful staff and experienced trainer!
    ruo liong
    Jie Zhang
    2 months ago

    comprehensive content. useful for daily work. patient trainer. it will be better if touch more advanced functions.

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