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Delivered by Certified Trainers & Tailored to Your Needs

 
All of our training courses are delivered by trainers who have a wealth of experience in their specialist field. Courses are tailored to your requirements and delivered at your premises. Upon request, we can also deliver at our Training Rooms.
 

Training Programmes


Zoho CRM End-User Training

 

Why choose this course

Learn the fundamentals of using Zoho CRM. Get familiar with the interface and the business process your company is adopting with its Zoho CRM implementation. Each section of the course builds your confidence and skills so that you can get the most out of Zoho CRM and help your company become more profitable.

 

What will you learn

  • Zoho CRM Overview
  • Organisation and Personal Settings
  • Enquiry handling and Lead conversion
  • Opportunities
  • Views
  • Home & Feeds Tabs
  • Reports Usage
  • Documents and Attachments
  • Basic Solution Management

Additional Topics

Requires Zoho CRM Professional/Enterprise Edition

  • Email Integration
  • Case Management and Customer Service
  • Quotes, Sales Orders, Invoices and Products
  • Vendors & Purchasing

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Zoho CRM Advanced Training

One day course covering more advanced CRM usage such as Quotes, Orders, Invoices, Product and pricing management, Templates, Reports and Dashboards, Campaign management.

Why choose this course

Become an advanced System Administrator for your company Zoho CRM system. Learn how to get the most out of Zoho CRM to help you optimise your company’s use of Zoho CRM.
 
This Course includes the fundamentals of Customisation, Reports and Integration. After this course you will be competent in Zoho CRM Administration.

What will you learn

    • User Settings and Permissions
    • Email (Gmail, Outlook) and Word Integration
    • Extended Solution Management
    • Web Data Capture
    • Reports Management
    • Data Management

Optional Topics

Extend your skills further and tailor the course to your own needs. Choose one of the optional topics to extend your expertise.

  • Workflow Automation
  • Sales Management
  • Quotes/Sales Orders/Invoices
  • Vendors & Purchasing
  • Marketing Management
  • Case Management
  • Advanced Development and Integration

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