Zoho CRM Training - Administrators

The Zoho CRM Training for Administrators is focused on giving your employees the skills to implement, customise and support your Zoho CRM deployment. Zoho CRM Admin Training is designed to reduce the learning curve of Zoho CRM, focusing on your specific business needs. The training is designed so that you can have Zoho CRM live in the shortest amount of time, but also allow you to make changes when your business needs changes made.

A typical Zoho CRM Admin Day could include:

Creating Users

Users
Profiles
Roles
Groups

Zoho CRM Customisation

Page layouts
Custom fields
Related Lists
Business Card
Views

Importing Data

Importing
Migrate from another CRM
Webforms

Data Deduplication
Email Templates
Email Integration
Building Custom Reports and Dashboards

Various types of reports (time, people and money based reports).
How to create each type of report.
Exporting data from reports
Standard dashboards
Custom dashboards

Workflow Management

Workflow Rules
Workflow Alerts, Tasks and Field Updates
Convert Actions

Blueprint
Integration with other Zoho Apps
Product Purchase Management

Vendors
Products
Pricebooks
Quotes
Sales Orders
Invoices
Purchase Orders

This Zoho CRM Admin Training Day can be built around your businesses specific requirements so that the learning supports your processes and desired outcomes. The training is built in a logical progression at a suitable pace with each section building and reinforcing on the previous learning outcomes. Training can take place anywhere there is sufficient space for the delegates, with a suitable screen and internet connectivity.

We recommend Admins attending the course have a Zoho CRM login and a computer so that they can trial, experiment and test the learning as the course progresses. It is also desirable that the Admin has some experience of Zoho and / or CRM before the day, as well as an understanding of what the business outcomes should be. This course can be delivered one to one or up to a maximum group size of four.