Zoho CRM: Your Guide to Growing Sales
The Zoho Basic CRM Admin Training provides you with the essential knowledge and skills to effectively manage Zoho CRM. This training is perfect for administrators who want to deepen their expertise and help their sales and marketing teams get the most out of Zoho CRM. You will learn to set up and maintain advanced functions within your organization.
You will find the following components of Zoho CRM in this training
- Introduction to Zoho CRM
- Account settings and personal settings
- Manage Users and Roles
- Territory management, setting up groups and teams
- Configure modules and fields, data synchronization
- Opportunity management and pipelines
- Create quotes and send them
- Product configurator and pricing rules
- Use and configure templates
- Set up email synchronization, Social Media, WhatsApp and Webforms
- Workflow rules
- Approval processes
- Integrations via Zoho Marketplace such as Zoho Sign
- Mobile access to Zoho CRM
- Q&A session
Zoho online training courses
Zoho online training helps users of all levels take full advantage of the features and capabilities of Zoho products. These training courses are designed to educate users of all levels, from beginners to advanced, on how to take full advantage of the features and capabilities of Zoho products.
Benefits of Zoho Basic CRM Admin Training
Practical Knowledge: You will receive hands-on experience and direct feedback from our expert trainers.
Flexibility: Follow the training online and watch it again afterward.
Cost-effective: Training your team to use Zoho CRM effectively will increase productivity and reduce costs in the long run.
Improved Customer Satisfaction: A well-managed CRM environment leads to more sales and satisfied customers and salespeople.
Zoho Online Trainings
Our online training courses are designed to help users of all levels get the most out of Zoho applications.
Zoho CRM: the perfect solution
Zoho CRM offers extensive functionalities when Exact’s CRM capabilities are no longer sufficient.
We will keep you informed after the training
After the Zoho CRM Advanced Online Admin training, we will keep you informed of changes and improvements in Zoho CRM. You are invited to annual update meetings, so that you always stay up-to-date.
- Can I reschedule the training if I am unable to attend?
Yes, you can reschedule your registration if you cancel at least 24 hours before the training. You can then simply participate in the next training.
- Are the training courses also given on location?
If you want to have training on location, this is also possible. Send us a message with a request for this.
- Are the training sessions recorded?
Yes, you will receive a recording of the training afterwards so that you can watch it again at a later time.
- If we take multiple training courses, is there a discount?
If you participate in the training with 3 or more people, you will receive a discount.
- Can I follow the advanced training without having followed the basic training?
That is possible, but no topics from the basic training will be covered, so we always advise you to follow both training courses to ensure that you have all the knowledge.