Zoho CRM Training

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.

Assessement Methods:

Our instructors are continuously assessing the student’s comprehension and ability to apply their learning through assignments, case studies, and interactive classroom activities that check for understanding. This is crucial in today’s fast-paced business environment as each new skill participants not only learn, but are able to apply in the workplace will have a huge positive impact on the business’s ability to thrive. Unlike structured public courses at colleges and universities that provide more general knowledge and must follow a rigid timeline, our on-site group training format allows our instructors to take the time to ensure that participants are able to take the skills and knowledge they gain in class and apply it to their unique situation to get the results they want in their work and business. We assess the student’s learning and progress using the following methods:

  • Application assignments for in between each training session to apply what was learned in their role in the business. (These assignments are sent in to the instructor in between each session so that the instructor can review them and provide further feedback if the student has not completed the assignment correctly.)
  • Interactive exercises, questions and discussion during the training sessions to ensure that the student understands how to apply the concepts in their role and/or business.
  • Student self-evaluation of their learning at the beginning and end of the program. (This is a brief 5 minute paper survey that the student takes at the beginning and end of each module to provide them with a measure of the knowledge they have gained from the training).
  • (Note: Our instructors are always available via phone and e-mail in-between training sessions should students need assistance with their assignments. This ensures that students are able to complete assignments and be fully prepared to build on their learning in the next session.)

This program builds competencies in the following areas:

Duration: 32 Hours

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