9th September 2015

Zoho CRM User Training

A key component in making your Zoho CRM deployment successful is providing Zoho CRM User Training. Users need to understand the tool, how it works, why they should use it and the business processes around Zoho CRM. A typical Zoho User CRM Training would include:

  • What is (Zoho) CRM?
  • Terminology
  • Personal Settings
  • Password Settings
  • Overview of Zoho CRM Structure
    • Modules
    • Records
    • Views
  • Creating and editing a record
  • Searching Zoho CRM
  • Lead Management and Lead Conversion
  • Sending Email and Using Templates
  • Accounts and Contacts
  • Potentials (Opportunities) – The sales pipeline
  • Homepage (Dashboards)
  • Reports
  • Documents and Attachments
  • Quotes and Invoices
  • Mobile Apps
  • Where to go for help and support

This Zoho User Training Day can be built around your businesses specific requirements so that the learning supports your processes and desired outcomes. The training is built in a logical progression at a suitable pace with each section building and reinforcing on the previous learning outcomes. Training can take place anywhere there is sufficient space for the delegates, with a suitable screen and internet connectivity.

We recommend Users attending the course have a Zoho CRM login and a computer so that they can trial, experiment and test the learning as the course progresses. This course can be delivered one to one or up to a maximum group size of ten.