Zoho CRM for Administrators Course Overview

Zoho CRM for Administrators Course Overview

Enhance your skills with our Zoho CRM for Administrators course, designed specifically for those looking to master CRM management. In this course, you will learn to configure, customize, and manage your Zoho CRM environment effectively. Key learning objectives include setting up user permissions, automating workflows, and utilizing advanced reporting features.

Through hands-on exercises, you will gain practical experience in maintaining and evolving your CRM system to meet organizational needs. By the end of the course, you’ll be equipped to streamline processes and drive sales efficiency, ensuring your team can leverage data for better decision-making. Join us to transform your CRM administration skills!

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USD

1,700

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Course Fee 1,700
Total Fees
1,700 (USD)
  • Live Training (Duration : 40 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
  • Classroom Training fee on request

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  • Live Training (Duration : 40 Hours)
  • Per Participant
  • Classroom Training fee on request

♱ Excluding VAT/GST

You can request classroom training in any city on any date by Requesting More Information

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Target Audience for Zoho CRM for Administrators

Zoho CRM for Administrators is a specialized course designed to empower IT professionals with essential skills to effectively manage and optimize Zoho CRM for their organizations.


  • CRM Administrators
  • Sales Managers
  • Customer Support Managers
  • Marketing Managers
  • IT Managers
  • Business Analysts
  • Data Analysts
  • Digital Transformation Officers
  • Small Business Owners
  • Project Managers
  • Software Implementers


Learning Objectives - What you will Learn in this Zoho CRM for Administrators?

Introduction:
The Zoho CRM for Administrators course equips participants with essential skills for effectively managing a Zoho CRM environment. The curriculum focuses on key administrative functions, enhancing user experience and maximizing CRM capabilities.

Learning Objectives and Outcomes:

  • Understand the core functionalities and features of Zoho CRM.
  • Configure user roles, profiles, and permissions for data security.
  • Manage and customize workflows to automate business processes.
  • Develop and analyze reports and dashboards for data-driven decisions.
  • Implement data management best practices for importing, exporting, and cleansing data.
  • Customize modules and fields to meet specific business needs.
  • Set up and manage email integration for effective communication.
  • Utilize Zoho's automation tools, such as Blueprints and MACROS.
  • Provide user training and support for optimal use of CRM.
  • Explore integrations with other Zoho and third-party applications.

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