About:

The Zoho CRM for Administrators training program offers an in-depth, virtual classroom experience to help administrators efficiently set up and manage their businesses using Zoho CRM. This training covers the latest features and enhancements of Zoho CRM and includes hands-on sessions with the product.

Who it is for:

This training is open to Zoho customers interested in learning about Zoho CRM. It's especially beneficial for business owners and CRM administrators responsible for setting up, configuring, and maintaining their organization’s Zoho CRM software. Discover how Zoho CRM can enhance your business operations and support a successful customer journey.

Training Delivery and Format:

The training sessions will be delivered exclusively in English, using general examples and use cases from industries such as fitness, automotive, and education. These sessions are intended to offer a broad overview with industrial examples—they're not tailored to specific business requirements. Trainers will not be able to assist in customizing your CRM for individual business needs. Each session will run for seven hours daily over four days, with a 30-minute break included (7 hrs | 4 days).

Day One: Core setup and basic administration

General settings

  • Personal settings
  • Company details

Sales process automation

  • Leads, Contacts, Accounts, Deals, and Campaigns
  • Activities (Tasks, Meetings, and Calls)
  • Calendar booking

Make it easy using Zia

  • Record summary
  • Data enrichment (web + email signature)
  • Similarity recommender
  • Next best experience
  • Best time to contact
  • Best time to contact analytics
  • Recommendation builder and analytics
  • Churn prediction
  • Field prediction

Inventory management

  • Products, quotes, invoices, and sales orders
  • Purchase orders, price books, and vendors
  • CPQ and Zia recommendations in CPQ

Support

  • Cases and solutions

Users and control

  • Users
  • Security control
  • Compliance settings
  • Territory management

User interface

  • Mass actions (emails, field updates, changing owner, conversion)
  • Macros
  • Manage tags
  • Merge duplicates

Day Two: Customizations

Basic customizations

  • List view
  • Kanban view
  • Canvas view
  • Image to canvas using Zia
  • Advanced filters
  • Business card view

Advanced customizations

  • Team spaces
  • Modules and fields
  • Module creation using Zia
  • Team modules and requests
  • Prompt builder for custom buttons
  • Templates and content creation using Zia smart prompt
  • Wizards
  • Kiosk
  • Pipelines
  • Related list customization
  • Copy customization
  • Customize home page
  • Translation

Day Three: Channels and automation

Channels

  • Emails

AI for emails

  • Email sentiment analysis
  • Email intent and custom intent detection
  • Email emotion analysis
  • Email activity extraction
  • Email summary, competitor alert, and autocomplete
  • Email subject line suggestion and translation
  • Zia Writing Assistant (Blue Pencil)
  • Zia competitors alerts
  • Telephony
  • Call transcription and call intelligence (sentiment, intent, emotion, summary) using Zia.
  • Social
  • Chats
  • Signals
  • Portals

Automation

  • Workflow and actions
  • Workflow creation using Zia
  • Cadences
  • Schedules
  • Assignment rules
  • Case escalation rules
  • Scoring rules: Manual and Zia scoring
  • Marketing attribution
  • Segmentation

Day Four: Process management and data administration

Process management

  • Blueprint
  • Approval processes
  • Review processes
  • Connected workflow

Experience center

  • Signals and Zia notifications
  • CommandCenter 2.0

Data administration

  • Import (module-specific and data migration from other CRM)
  • ICR by Zia
  • Export
  • Data Backup
  • Storage
  • Recycle Bin
  • Audit Log
  • Sandbox

Marketplace

  • All
  • Zoho
  • Google
  • Microsoft

Other Modules

  • Reports and dashboards
  • Reports and analytics component suggestion by Zia
  • Strategy influencer (target contributors, anomaly finder, gap analyzer, predictor, prescriptor)
  • Voice of the Customer (VoC)
    • Response-based sentiment analysis
    • Sentiment-based profile analysis
    • Competitor analysis
    • Cross-sell and survey analytics
    • RFM segmentation analytics
  • Forecasts and AI forecasting using Zia
  • Zia presentation
  • Feeds
  • Motivator
  • Mobile apps
    • CRM mobile app
    • CRM analytics App
  • Zoho Directory
  • Single Sign-On (SAML)
  • Security policies
  • Active directory sync
  • Login history

Other Zia in Zoho CRM: Vision AI

  • Image validation (classification and detection)
  • Duplicate image detection
  • Intelligent Character Recognition (ICR)
  • Zia models, Zia agents, custom AI studio, and usage data

About:

  • The Zoho CRM Training Course for Developers is a four-day online training program that will enable developers to implement additional functions within Zoho CRM using the Developer Tools.
  • In-house developers will learn how to use our extensive features to customize Zoho CRM for their organization.
  • Freelance developers will learn how to apply their programming skills to opportunities to work with Zoho CRM users in various industries.

What’s in store?

  • The course covers the development-oriented features in Zoho CRM which programmers can use to code and incorporate additional functionality into their existing CRM. The training will cover both conceptual and practical aspects.
  • Each topic in this course consists of three main components: a concept explanation, a demonstration, and a Q&A session. So come learn with us! We would love to help you on your exciting CRM development journey.

Who can attend?

Our Developer training is suitable for people with experience handling HTTP requests and responses, knowledge of any general-purpose programming language (Java, Python, Javascript etc.), or knowledge of web application development

Instructions:

You need a computer with a browser installed, earphones, and a good internet connection. We suggest you take notes as these sessions are not recorded. All the resources used by the trainer will be shared at the end of the course.

Day One

Introduction

Prepare yourself to explore the options for automating tasks in the Zoho CRM Developer Space.
  • Welcome to Zoho CRM
  • Introduction to the Zoho CRM Developer Space
  • Introduction to custom functions
  • Introduction to Deluge, the language used in Zoho’s Ecosystem
  • Where do you use Deluge?

Day Two

All about Zoho Deluge

Learn about the Deluge scripting language in more detail.
  • Deluge editor
  • Deluge syntax
  • Generic built-in functions
  • Calling Zoho CRM APIs using Deluge
  • Connections
  • Real world examples

Day Three

All about Zoho CRM APIs

Learn about the OAuth 2.0 authentication used in Zoho CRM APIs to allow other applications to access your CRM data..
  • APIs overview
  • Understanding CRM API concepts
  • Authentication procedure explained with postman
  • Understanding identifiers and scopes
  • Request methods and response structure
  • API classification based on CRM concepts
  • Using the Zoho CRM APIs in different scenarios, explained with postman
  • Best practices
  • Limitations

Day Four

Client Script

Learn how data can be handled with the help of client-side JavaScript.
  • Why client-side JavaScript?
  • Deluge script vs. client script
  • CS editor
  • The ZDK library
  • Deploying CS in standard modules explained with examples
  • Deploying CS in Canvas explained with examples
  • Trusted domains

Widgets

Learn to create widgets that allow you to embed any custom application or third-party service into Zoho CRM.
  • Overview
  • Types of widgets
  • Internal hosting vs. external hosting
  • Installing Zoho’s command line interface
  • The JS SDK library
  • Deploying widgets

SDKs

Learn about the importance of SDKs in Zoho CRM.
  • Introduction to SDK
  • Native coding vs.SDKs
  • Examples

About:

This course is designed for sales representatives interested in getting hands-on training in using Zoho CRM to manage their day-to-day sales activities and maximize their performance.

Who it is for:

Sales representatives interested in practical training in using Zoho CRM to manage their day-to-day sales activities and improve their performance.

Day One

Log in to your account

  • Accessing Zoho CRM
  • Customizing your personal information

Sales process automation

  • Leads, contacts, accounts, deals, and campaigns

Inventory management

  • Products
  • Quotes and invoices
  • Sales orders and purchase orders

Follow-up and collaboration

  • Tasks
  • Meetings
  • Calls
  • Calendar booking

Mass actions

  • Mass emails
  • Macros
  • Working with tags
  • Mass convertion
  • Transferring ownership
  • Updating fields

Sales collaboration

  • Collaborating with colleagues using feeds

Day Two

Sales metrics

  • Default reports
  • Managing reports and dashboards

Engaging with customers

  • Email integration (using IMAP or POP)
  • Bcc dropbox
  • Signals

Customization

  • Different types of views
  • Advanced filters
  • Templates (Email and mail merge templates)
  • Home page customization

Data administration

  • Import (module-specific import)
  • Import history
  • Recycle bin
  • Audit logs

Extensions and integrations

  • Google (Calendar, Contacts, and Chrome extension)
  • Microsoft

Zia in CRM

  • Suggestion by zia - Best time to contact
  • Data enrichment by zia
  • Ask zia

Zoho CRM mobile apps

About

This course is designed to provide insight into strategizing and managing the sales cycle. Learn how to forecast demand, coordinate between teams and territories, and create and run reports.

Who it is for:

Sales Managers and team leads who oversee, guide, and/or support salespeople within their department or across the organization.

Day One

Setting up your account

  • Accessing Zoho CRM
  • Customizing your personal information

Sales Process Automation

  • Leads, contacts, accounts, deals, and campaigns

Inventory Management

  • Products, quotes, invoices, and sales orders
  • Purchase orders, price books, and vendors

Follow-up and Collaboration

  • Tasks
  • Meetings
  • Calls
  • Calendar booking

Mass Actions

  • Macros
  • Working with tags
  • Mass emails
  • Mass conversion
  • Transferring ownership
  • Deleting records
  • Updating fields

Day Two

Customization

  • Different types of views
  • Advanced filters
  • Templates (email and mail merge templates)
  • Home page customization (User Specific)

Channels

  • Email integration (using IMAP or POP)
  • BCC dropbox
  • Social communication with prospects
  • Signals

Collaborations and Reports

  • Reports and dashboards
  • Forecasts
  • Feeds

Sales Performance Management

  • Motivator

Day Three

Automation

  • Workflow operations
  • Actions that help in automation
  • Lead scoring
  • Assignment rules
  • Case escalation rules

Integrations

  • Google (Calendar, Contacts, and Chrome extension
  • Microsoft

Overview of Process Management

  • Blueprint
  • Review processes
  • Approval processes

Data Administration

  • Import (module-specific import)
  • Import history
  • Export
  • Recycle bin
  • Working with Sandbox

Zia in CRM

  • Suggestion by zia - Best time to contact
  • Data enrichment by zia
  • System Recommendations
  • Ask zia

Mobile app

  • Zoho CRM Mobile
  • Zoho CRM Analytics

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

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