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Duration 14 hours
Course Outline
Overview of Zoho CRM Functionality
- Essential capabilities and organizational impact
- System interface orientation and module architecture
- User classifications and access control protocols
Lead and Contact Administration
- Lead generation and qualification procedures
- Transitioning leads into active deal cycles
- Maintenance of account and contact records
System Customization and Setup
- Development of custom fields and modules
- Configuration of page layouts and data views
- Process automation via workflows, rules, and actions
Analytics, Reporting, and Dashboards
- Generation and modification of analytical reports
- Construction and interpretation of dashboard metrics
- Data filtering, grouping, and KPI evaluation
Change Management and Governance
- Version control for system configurations
- Review of audit logs and activity records
- Best practices for documenting processes and approval workflows for government use
Data Administration and Import/Export Operations
- Ingestion of leads, contacts, and related records
- Data deduplication and quality assurance
- Data backup and migration utilities
System Integration and Extensibility
- Integration with the Zoho ecosystem (e.g., Campaigns, Books)
- Connection to third-party applications (e.g., Google Workspace, Outlook)
- Overview of APIs and Webhooks
Performance Monitoring, Support, and Optimization
- Tracking of user activity and system performance
- Administrative tools and support resources
- Strategies for scalability and continuous improvement
Summary and Recommended Actions
Requirements
- Familiarity with fundamental sales and customer relationship processes
- Prior experience utilizing cloud-based business applications or CRM systems
Intended Audience
- CRM administrators and operational staff
- Sales managers and marketing analysts
- Team leads responsible for CRM configuration and governance
Testimonials (2)
Applicable topics and he spoke clearly and concisely.
Brandon - Aptus Court Reporting LLC
Course - Zoho CRM: Administration, Customization, and Operations
His rapport with the class and personality
