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
- 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
- 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
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