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Duration 14 hours
Course Outline
Introduction to Zoho CRM
- Key features and business benefits
- Navigating the interface and understanding module structure
- Types of users and access management
Lead and Contact Management
- Generating and assessing leads
- Converting leads into deals
- Managing account and contact records
Customization and Configuration
- Custom fields and modules
- Page layouts and views
- Automating processes via workflows, rules, and actions
Reporting and Dashboards for Analysis
- Creating and customizing reports
- Designing and interpreting dashboards
- Filtering, grouping, and KPI analysis
Change Control and Governance
- Tracking versions of customizations
- Audit logs and activity tracking
- Best practices for documenting processes and approval workflows
Data Management and Import/Export
- Importing leads, contacts, and other records
- Deduplicating and cleaning data
- Data backup and migration tools
Integration and Extension
- Connecting Zoho CRM with the Zoho suite (e.g., Campaigns, Books)
- Integrating third-party applications (e.g., Google Workspace, Outlook)
- Overview of using APIs and Webhooks
Monitoring, Support, and Improvement
- Tracking user activity and system performance
- Administrative tools and support resources
- Planning for scalability and continuous improvement
Conclusion and Next Steps
Requirements
- Familiarity with fundamental sales and customer relationship processes
- Experience with cloud-based business tools or CRM systems
Target Audience
- CRM administrators and operations personnel
- Sales managers and marketing analysts
- Team leads in charge of CRM configuration and governance
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 2900 € + VAT*
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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
