Zoho CRM Training

Zoho CRM Administrators Training Course

Zoho CRM Admin Course to manage your Leads

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:
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  • Set up, configure and run their organization’s account efficiently
  • Manage users and automate sales processes
  • Customize CRM solutions and secure customer data

Target Audience:

  • System administrators

Format of the Course

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

Duration: 2 days

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

Requirements:

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

  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

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