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Zoho CRM classroom training programme for Administrators help you gain hands-on experience with automating sales processes, managing users, setting up sales territories, securing your customer data, customising 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.
Course Structure
Day 1
- Introduction to Zoho CRM
- Organisation Settings
- Data Security
- User Management
- Customisation - Essentials
Day 2
- Communication Channels
- Territory Management
- Automation - Essentials
- Data Administration
- Marketplace
Day 3
- Customisation - Advanced
- Automation - Advanced
- Zia
- Portals
- A Day in the life of a CRM Administrator
Trainees are requested to bring their laptop and to the session as there will be hands-on exercises.
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 organisation's preference.
Can I reschedule my registration?
Yes, you may reschedule a course that you have applied by sending an email to training@zohocorp.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
The following Cancellation/Rescheduling policy applies to both online and classroom training courses: