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Course Outline
Introduction to Zoho CRM
- Core features and business value
- Interface navigation and module structure
- User types and access management
Lead and Contact Management
- Creating and qualifying leads
- Converting leads to deals
- Maintaining accounts and contact records
Customization and Configuration
- Custom fields and modules
- Page layouts and views
- Automation with workflows, rules, and actions
Reporting and Dashboards for Analysis
- Creating and customizing reports
- Building and interpreting dashboards
- Filtering, grouping, and KPI analysis
Change Control and Governance
- Version tracking for customizations
- Audit logs and activity tracking
- Best practices for process documentation and approval workflows
Data Management and Import/Export
- Importing leads, contacts, and other records
- Data deduplication and cleanup
- Data backup and migration tools
Integration and Extension
- Integrating Zoho CRM with Zoho suite (e.g., Campaigns, Books)
- Third-party app integration (e.g., Google Workspace, Outlook)
- Using APIs and Webhooks (overview)
Monitoring, Support, and Improvement
- Monitoring user activity and system performance
- Admin tools and support resources
- Planning for scale and continuous improvement
Summary and Next Steps
Requirements
- An understanding of basic sales and customer relationship processes
- Experience using cloud-based business tools or CRM systems
Audience
- CRM administrators and operations staff
- Sales managers and marketing analysts
- Team leads responsible for CRM configuration and governance
14 Hours
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 3200 € + 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
