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

Our Clients

BECAUSE OF COVID 19 CIRCUIT BREAKER, We are Conducting All Online Trainings

Call us at 85864485 or 98994477

BECAUSE OF COVID 19 CIRCUIT BREAKER, We are Conducting All Online Trainings

Call us at 85864485 or 98994477