Zoho CRM Training

Zoho CRM Administrators Training Course

Zoho CRM Admin Course to manage your Leads

Duration: 2 days

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

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

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

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

  Zoho CRM Training 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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