9th September 2015

Zoho CRM Training Agenda

Zoho CRM is a complex product, and trying to achieve a one size fits all Zoho CRM Training Agenda is difficult. A typical Zoho CRM Training Agenda will combine both how to use the product, combined with your business processes and how to deliver the results that your business needs. A sample Zoho CRM Training Agenda would use some or all of these elements or customised to your specific requirements.

Defining Your Sales Process (1 hour 30 minutes)

  • Define sales terms
  • Identify your sales process
  • Identify your sales activities throughout your customer’s life-cycle
  • Identify your organizational hierarchy
  • Identify data important for your business
  • Zoho CRM Terminologies and introduction to interface elements. (Where and what you can find in Records, Setup, Details Page, List View, Top links, Quick Links, Modules, Search Options, Module Tools, Related Lists, etc.)

Zoho CRM Customisation (2 hours)

  • Page layouts
  • Custom fields
  • Related Lists
  • List views
  • Tab groups
  • Tab names
  • Editing default fields
  • Define users, roles (for access to CRM data) and profiles (for access to CRM features)

Implementing Your Sales Process: Lead Management (1 hour 30 minutes)

  • Importing
  • Web forms
  • Migrating from another CRM
  • Mass update, change owner, mass transfer, mass delete, etc.
  • Managing duplicates:
    • For existing records – Find and Merge feature
    • For new records – Email Duplication Check option for some modules

Implementing Your Sales Process: Sales Management (2 hours)

  • Sales activities (follow-up with tasks, events, calls and emails).
  • Connecting leads to opportunities
  • Feeds and Auto-follow Rules
  • Notes
  • Forecasts
  • Documents
  • Calendar
  • Creating email templates and unsubscribe forms
  • Emails options (Built-in Email, Zoho Mail Add-on, MailMagnet, BCC Dropbox, Microsoft Outlook Plug-in, Email Templates)

Automating Your Processes (2 hours)

  • Approval Process
  • Web forms and assignment rules.
  • Auto responders – static and dynamic
  • Macros
  • Workflow Management
    • Workflow Rules
    • Workflow Alerts, Tasks and Field Updates
    • Convert Actions
    • Best Practices

Building Custom Reports and Dashboards (1 hour 30 minutes)

  • Various types of reports (time, people and money based reports).
  • How to create each type of report.
  • Exporting data from reports
  • Standard dashboards
  • Custom dashboards

Going Mobile with Zoho CRM (30 minutes)

  • Supported devices
  • Mobile sales management

Introduction to Zoho CRM Plus (1 hour 30 minutes)

  • Visitor Tracking with SalesIQ
  • Email Marketing with Zoho Campaigns
  • Advanced Analytics with Zoho Reports
  • Customer Support with Zoho Support

Where to go for help with Zoho CRM

  • Zoho Support
  • Zoho Forums
  • User Manuals
  • YouTube
  • Zoho Training Courseware
  • FlexableIT Support for Zoho

The above Zoho CRM Training Agenda is typically delivered over two days, our recommendation is that these are back to back days to ensure continuity, reinforce the previous days learning and allows for follow up questions and answers.