Zoho CRM: Advanced Administrator Skills


By completing this course, you will be able to configure Zoho CRM processes, perform security management for various users, create & manage territories, set up sales forecasts, & initiate advanced analytics to perform sales performance evaluation.


Upon successful completion of this course, you will be able to expand and customize a Zoho implementation in a corporate environment.


This course is designed to help Zoho system administrators perform advanced customization and system management following the initial implementation of Zoho CRM in an organization.


Customizing Zoho CRM as Your Company Grows

  • Evaluate and Scale Processes
  • Create an Approval Process
  • Create Advanced Workflows
  • Create Custom Modules

Organizing Communication Tools

  • Connect PhoneBridge
  • Associate Company Facebook and Twitter Profiles with Zoho CRM

Managing Complex Territory Hierarchies

  • Create a Multi-Level Territory Hierarchy
  • Perform Territory Assignment
  • Enable Territory Potential Rules
  • Configure Territory-Based Forecasts

Improving Lead Generation With Zoho CRM and Third-Party Application Integrations

  • Integrate Zoho SalesIQ with Zoho CRM
  • Integrate Google AdWords with Zoho CRM

Initiating Advanced CRM Analytics

  • Manage Reports in Zoho CRM
  • Configure Zoho Reports Integration with Zoho CRM

Appendix A

  • Integrating Zoho CRM and Google Apps

Training provider

Teaching mode:
Classroom - Instructor Led
Online - Instructor Led
Duration: 1 day
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Top skills covered in this course

Customer relationship management
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