Zoho CRM Training

Small Medium Enterprises need simple, powerful and cost effective solutions to modernize their business processes especially Sales and Marketing processes.   CRM software helps to manage  Lead, Contacts, Deal and quotations.  Using CRM software businesses can improve their efficiency, sales conversion ratio and customer retention.

Learning Objective

  • Learn to use CRM software customization, integration, automation for effective marketing management.

Learning Outcome

  • You can use CRM software to manage Lead, Contact, Leads, Quotes
  • Administrators can customize Views, Forms, Email Templates and Reports.  Create workflow and integrate with Gmail.
  • Managers can route leads, track deals, get reports

Who can Learn:

  • MD, CEO
  • Marketing Managers
  • Sales, Marketing, Customer Care Personnel
  • Logistics and Accounts Personnel
  • IT Managers, Systems Administrators

Course Outline

Part 1: Zoho Overview

– CRM Introduction
– Top CRM Software
– SAAS Model vs On Premise
– ZOHO CRM Editions
– Prices and Payments
– ZOHO CRM Account Sign up and Login
– CRM Modules
– Understanding Interface

Part 2: Zoho CRM Administration

– Setting up your account information
– Adding users and security permissions
– Customizing your Zoho CRM account
– Implementing automation
– Migrating Data to Zoho CRM
– Email integration
– Reports

Part 3: Zoho CRM User Modules

– Login, Password Change
– Personal Settings
– Email Templates
– Leads
– Accounts
– Contacts
– Deals
– Activities
– Campaigns
– Views and Filter
– Reports
– Mobile App Configuration

Training Methodology

The instructor led class room training will be conducted onsite and online.  It will be combination of lectures, demonstration and hands on practice.