Zoho CRM Training - Agenda
Zoho CRM is a complex product, and trying to achieve a one size fits all Zoho CRM Training Agenda is difficult. A typical Zoho CRM Training Agenda will combine both how to use the product, combined with your business processes and how to deliver the results that your business needs. As an example, this is a Zoho CRM Training Agenda that we used recently for a customer.
Defining Your Sales Process
- Define sales terms
- Identify your sales process
- Identify your sales activities throughout your customer’s life-cycle
- Identify your organizational hierarchy
- Identify data important for your business
- Zoho CRM Terminologies and introduction to interface elements. (Where and what you can find in Records, Setup, Details Page, List View, Top links, Quick Links, Modules, Search Options, Module Tools, Related Lists, etc.)
Zoho CRM Customisation
- Page layouts
- Custom fields
- Related Lists
- List views
- Tab groups
- Tab names
- Editing default fields
- Define users, roles (for access to CRM data) and profiles (for access to CRM features)
Adding and Managing Your Data In Zoho CRM
- Importing
- Web forms
- Migrating from another CRM
- Mass update, change owner, mass transfer, mass delete, etc.
- Managing duplicates:
- For existing records – Find and Merge feature
- For new records – Email Duplication Check option for some modules
Implementing Your Sales Process
- Sales activities (follow-up with tasks, events, calls and emails).
- Connecting leads to opportunities
- Feeds and Auto-follow Rules
- Notes
- Forecasts
- Documents
- Calendar
- Creating email templates and unsubscribe forms
- Emails options (Built-in Email, Zoho Mail Add-on, MailMagnet, BCC Dropbox, Microsoft Outlook Plug-in, Email Templates)
Automating Your Processes
- Approval Process
- Web forms and assignment rules.
- Auto responders – static and dynamic
- Macros
- Workflow Management
- Workflow Rules
- Workflow Alerts, Tasks and Field Updates
- Convert Actions
- Best Practices
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
Going Mobile With Zoho CRM
- Supported devices
- Mobile sales management
Introduction To Zoho CRM Plus
- Visitor Tracking with SalesIQ
- Email Marketing with Zoho Campaigns
- Advanced Analytics with Zoho Reports
- Customer Support with Zoho Support
Where to go for help with Zoho CRM
- Zoho Support
- Zoho Forums
- User Manuals
- YouTube
- Zoho Training Courseware
- 1 Cloud Consultants Support for Zoho
The above Zoho CRM Training Agenda was delivered over two back to back days. Our recommendation is that multiple training days are back to back days to ensure continuity, reinforce the previous days learning and allows for follow up questions and answers.
