Course Outline

Introduction

Setting up a Zoho CRM Account

Overview of Zoho CRM Features and Architecture

Securing Data

Managing Users

Customizing Your Implementation

Communication Channels

Setting up Sales Territories

Automating Sales Processes

Administrating Data

Evaluating Marketplace

Getting to Know Zia

Understanding and Setting up Portals

Best Practices

Summary and Conclusion

Requirements

  • An understanding of Customer Relationship Management (CRM)
  • Experience with system administration
 21 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 £5700 online delivery, based on a group of 2 delegates, £1800 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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Public Training

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