Zoho CRM: Administration, Customization, and Operations Training Course

Zoho CRM Fundamentals

• Key features and commercial benefits
• Navigating the interface and understanding module architecture
• User categories and permission control

Managing Leads and Contacts

• Generating and evaluating leads
• Transitioning leads into deals
• Maintaining account and contact entries

Customization and Setup

• Defining custom fields and modules
• Designing page layouts and specific views
• Automating processes via workflows, rules, and actions

Reporting and Dashboards for Insights

• Generating and refining reports
• Constructing and analyzing dashboards
• Applying filters, grouping data, and analyzing KPIs

Change Management and Governance

• Tracking versions of customizations
• Reviewing audit logs and activity records
• Best practices for documenting processes and managing approvals

Data Stewardship and Transfer

• Importing leads, contacts, and other data records
• Removing duplicates and cleansing data
• Utilizing backup and migration utilities

Connectivity and Expansion

• Linking Zoho CRM with the Zoho ecosystem (e.g., Campaigns, Books)
• Connecting third-party applications (e.g., Google Workspace, Outlook)
• Overview of using APIs and Webhooks

Monitoring, Support, and Enhancement

• Tracking user activity and system health
• Leveraging administrator tools and support channels
• Planning for scalability and ongoing optimization

Recap and Future Steps