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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
Please see our public courses