Getting Started with Zoho Creator Training Course

Zoho CRM is a SaaS-based Customer Relationship Management (CRM) system designed for tracking sales, managing contacts, conducting marketing activities, and engaging customers in the public sector environment.

In this instructor-led, live training (onsite or remote), participants will learn how to set up and manage a Zoho CRM system specifically tailored for government use.

By the end of this training, participants will be able to:

• Set up, configure, and run their organization's account efficiently
• Manage users and automate sales processes effectively
• Customize CRM solutions and secure customer data in compliance with government standards

Audience

• System administrators for government

Format of the Course

• Interactive lecture and discussion
• Lots of exercises and practice sessions
• Hands-on implementation in a live-lab environment tailored for government use

Course Customization Options

• To request a customized training for this course, specifically designed for government needs, please contact us to arrange.

Zoho Desk is a cloud-based helpdesk platform designed to streamline customer service operations through automation, omnichannel support, ticket tracking, and performance analytics.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level users who wish to effectively configure, manage, and optimize Zoho Desk to support customer service workflows for government agencies.

By the end of this training, participants will be able to:

• Configure and customize the Zoho Desk environment for their team’s specific needs.
• Manage tickets, Service Level Agreements (SLAs), and workflows across multiple support channels.
• Create insightful reports and dashboards to track service performance and enhance decision-making.
• Implement best practices for automation, change control, and collaboration within public sector environments.

Format of the Course

• Interactive lecture and discussion tailored to government operations.
• Extensive exercises and practice sessions to reinforce learning.
• Hands-on implementation in a live-lab environment, simulating real-world government scenarios.

Course Customization Options

• To request a customized training for this course, tailored to specific needs of your agency, please contact Govtra to arrange.

Zoho CRM is a widely adopted cloud-based platform used to manage customer relationships, automate sales processes, and analyze business performance.

This instructor-led, live training (online or onsite) is aimed at intermediate-level users and administrators who wish to improve their proficiency in managing data, reporting, customization, and system control within Zoho CRM for government operations.

By the end of this training, participants will be able to:

• Create and customize reports and dashboards for actionable analysis.
• Implement change control best practices, including audit trails and configuration management.
• Configure modules, workflows, and user roles to align with business processes.
• Monitor system usage, automate tasks, and enhance CRM usability and governance for government agencies.

Format of the Course

• Interactive lecture and discussion.
• Numerous exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.