Zoho CRM for Administrators-Course Plan

A end-to-end training program that is aimed at helping a Zoho CRM Administrator set up and run their organization’s account efficiently.

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The training will be segmented into different modules over the course of three days.

Duration: Three Days  |  9am to 5pm

This course will enable you to make the best use of Zoho CRM by letting you gain hands-on experience with various facets of the application such as customization, automation, data security, communication channels, and third-party integration, among others. You will also get the opportunity to interact with Zoho CRM product specialists and learn the best practices of CRM implementation.

  • Day 1
  • Day 2
  • Day 3
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  • Module 1:

    Introduction to Zoho CRM

    • Welcome to Zoho CRM
    • Benefits of CRM
    • Pre-requisites
    • Learning path
  • Module 2:

    Organization Settings

    • Company details
    • Fiscal year
    • Business hours
    • Currencies
  • Module 3:

    Data Security

    • Two-factor authentication
    • IP restrictions
    • Audit Logs
    • Data security
  • Module 4:

    User Management

    • Overview
    • Users
    • Profiles
    • Role-based hierarchy
    • Groups
    • Data sharing rules
  • Module :5

    Customization - I

    • Overview
    • Standard Modules
    • Rename Tabs
    • Fields
    • Relationship fields
    • Stage and Probability mapping
    • Validation rules
    • List views
    • Related lists
    • Custom links
    • Custom buttons
    • Web tabs
    • Templates
    • Home Tab
    • Tab groups
  • Module :6

    Communication Channels

    • Overview
    • Email
    • Telephony
    • Social Media
    • Chat
    • In-person
    • SalesSignals
  • Module :7

    Territory Management

    • Sales territories
    • Forecasting
    • Sales performance management
  • Module :8

    Automation - I

    • Overview
    • Set up workflow rules to automate routine actions
    • Lead assignment rules
    • Lead scoring rules
    • Lead automation through Social media
    • Lead automation through email
  • Module :9

    Data Administration

    • Standard operations
    • Import
    • Web forms
    • Data deduplication
    • Backup
    • Storage
    • Data Migration from third-party applications
  • Module :10

    Marketplace

    • Overview
    • Standard Zoho CRM Extensions
    • Zoho Apps
    • Google Apps
    • Office 365
    • Other Apps
  • Module :11

    Customization - II

    • Page layouts
    • Sub forms
    • Conditional layouts
    • Widgets*
    • Sandbox
    • Translation Bench*
  • Module :12

    Zia

    • Zia Voice
    • Zia Chatbot
    • Best time to contact prospects
    • Trends and anomaly detection
    • Macros suggestion
    • Workfow notification
  • Module :13

    Automation - II

    • Blueprints
    • Approval Processes
    • Custom Functions
    • Custom Schedules
  • Module :14

    Portals

    • Portals Understanding Portals
    • Setting up Portals
Learn Zoho CRM from the experts. Register for our classroom training now!
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