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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
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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