Zoho CRM classroom training program for Administrators help you gain hands-on experience with automating sales processes, managing users, setting up sales territories, securing your customer data, customizing CRM solution as per your industry and others. You will also get an opportunity to interact with Zoho CRM product specialists and learn the best practices of CRM implementation.

Duration: 3 days (9am - 5pm)

• Introduction to Zoho CRM
• Organization Settings
• Data Security
• User Management
• Customization - Essentials

• Communication Channels
• Territory Management
• Automation - Essentials
• Data Administration
• Marketplace

• Customization - Advanced
• Automation - Advanced
• Zia
• Portals
• A Day in the life of a CRM Administrator

What should I bring into the event?

Trainees are requested to bring their laptop and charger to the session as there will be hands-on exercises.

Does the training cost include implementation?

No, implementation of the customer's CRM solution will not be a part of classroom training.

Will the training be tailored to my organization?

No, the classroom training is not exclusive to any single organisation or industry. The scenarios, demonstrations and examples shown as part of training will be generic and not tailored to any individual organization's preference.

Can I reschedule my registration?

Yes, you may reschedule a course that you have applied by sending an email to training@zohocrm.com.

Please note that you can reschedule the registered courses to a different date only as a whole, and not in parts. For example, if the trainee has registered for June 4, 5 and 6 they cannot attend the sessions on June 4 and 5, and reschedule the session on June 6 for a different date.

Will I be charged to reschedule my registration?

Rescheduling requests received up to two weeks prior to the start of a course will be entertained without any additional charge. Please note that rescheduling request will not be entertained to the extent that it relates to switching to a different mode of training (ex. from classroom to online) or switching to another course-category (ex. from admin to user or manager)

How can I contact the organizer?

You can write to training@zohocrm.com

For more information, visit https://www.zoho.com/crm/customer-success