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Course Outline
Introduction
Setting up a Zoho CRM Account
Overview of Zoho CRM Features and Architecture
Securing Data
Managing Users
Customizing Your Implementation
Communication Channels
Setting up Sales Territories
Automating Sales Processes
Administrating Data
Evaluating Marketplace
Getting to Know Zia
Understanding and Setting up Portals
Best Practices
Summary and Conclusion
Requirements
- An understanding of Customer Relationship Management (CRM)
- Experience with system administration
21 Hours
Testimonials (5)
The lecturer conducted the training in an understandable way, based on examples that illustrated the problems very well. All questions have been answered.
Kasia - Hitachi Energy Services Sp. z o. o.
Course - SAP Sales Order Processing and Supply Chain Management
Machine Translated
application scenarios introduction
Rachel - 个人
Course - Salesforce CPQ for Administrators
Exercises, and the fact that the trainer was able to answer all my questions.
Mothibi - National Youth Development Agency
Course - Odoo for Developers
Joe was great, really engaging and knew his stuff. Great session, thank you again!
Cerys - Urenco
Course - Customer Relationship Management (CRM)
Lectures with exercises included on top of the knowledge.
