Managing clients or customer relations in an efficient manner is something every organization needs to know how to do well if they are to thrive in today’s competitive world. Traditionally, these tasks were accomplished via complex, locally installed CRM (Customer Relationship Management) systems that were either bought off the shelf or developed ad hoc to an organization’s specific requirements. Requiring specialized staff and knowledge, CRMs were difficult to update and even harder still to integrate into an organization’s existing business systems. With the advent of cloud-based, on-demand solutions, CRMs are now much more powerful and cost effective and afford unparalleled opportunities for tighter integration with other key business systems.

In this training program, participants will learn basic and intermediate skills for using, implementing and customizing Zoho CRM and the Zoho Business Ecosystem in their organization.

Instructional Objectives:

This training program provides participants with the opportunity to strengthen their confidence and competence in their role as a facilitator of teams, projects and work groups in their organization. The following topics will be covered:

  • Introduction to CRM and the Sales Cycle
  • Introduction to basic concepts and modules including Accounts, Leads, Contacts, Potentials, Campaigns, Reports, Dashboards, Activities, Solutions, Forecasts and more
  • Data migration
  • Document Management
  • Administration and Security
  • Custom fields, workflows, views and templates
  • Analytics, reporting and sales pipelines
  • Email integration via IMAP
  • Integration opportunities with the rest of the Zoho Business Ecosystem
  • Marketing Campaigns using social media and email
  • Marketing automation
  • Use cases by Role
  • Best practices
  • Use of Zoho mobile versions
  • Common issues and where to look for more training and support

Measurable Learning Outcomes:

By the end of the training participants will:

  • Have a clear understanding of how to setup and Zoho CRM using a sample set of customer data.
  • Know how to customize Zoho CRM by role, module and at a data field level and aesthetically to their organization’s needs.
  • Understand the opportunities, benefits and essentials of integrating Zoho CRM with the Zoho business ecosystem and 3rd party connectors like Zapier.
  • Know how to query and automate reporting for meaningful data in minimal clicks
  • Know key hacks to make the most of their time and the Zoho CRM experience.

This program builds competencies in the following areas:

Duration: 32 Hours

Format: Entrepreneur Training, Group Training, One-on-One Training