Getting Started with Zoho Creator Training Course

Zoho CRM is a cloud-based Customer Relationship Management (CRM) platform designed to track sales, manage contacts, execute marketing initiatives, and engage with customers.

During this instructor-led live training (available onsite or remotely), attendees will learn how to set up and manage a Zoho CRM system.

Upon completion of this course, participants will be capable of:

• Efficiently setting up, configuring, and operating their organization's account
• Managing users and automating sales processes
• Customizing CRM solutions and securing customer data

Audience

• System administrators

Course Format

• Interactive lectures and discussions
• Extensive exercises and practice
• Practical implementation in a live-lab environment

Course Customization Options

• To request customized training for this course, please contact us to arrange.

Zoho Desk is a cloud-based helpdesk solution engineered to optimize customer service operations via automation, multi-channel support, ticket tracking, and performance analytics.

This instructor-led live training (available online or onsite) is tailored for beginner to intermediate users seeking to effectively configure, manage, and optimize Zoho Desk to enhance customer service workflows.

Upon completing this training, participants will be able to:

• Configure and customize the Zoho Desk environment to suit their team's needs.
• Manage tickets, SLAs, and workflows across various support channels.
• Develop insightful reports and dashboards to monitor service performance.
• Apply best practices for automation, change control, and collaboration.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical practice.
• Hands-on implementation in a live-lab environment.

Customization Options

• For customized training requests, please contact us to make arrangements.

Zoho CRM is a widely adopted cloud-based platform used to manage customer relationships, automate sales processes, and analyze business performance.

This instructor-led, live training (online or onsite) is aimed at intermediate-level users and administrators who wish to improve their proficiency in managing data, reporting, customization, and system control within Zoho CRM.

By the end of this training, participants will be able to:

• Create and customize reports and dashboards for actionable analysis.
• Implement change control best practices, including audit trails and configuration management.
• Configure modules, workflows, and user roles to align with business processes.
• Monitor system usage, automate tasks, and enhance CRM usability and governance.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.