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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
Testimonials (3)
Joe was great, really engaging and knew his stuff. Great session, thank you again!
Cerys - Urenco
Course - Customer Relationship Management (CRM)
Exercises, and the fact that the trainer was able to answer all my questions.
Mothibi - National Youth Development Agency
Course - Odoo for Developers
application scenarios introduction