Zoho CRM: Advanced Administrator Skills

Displaying courses for United States [Change]

Overview

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.

Objectives

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

Audience

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.

Syllabus

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
Gooroo has partnered with the global leaders in IT training to give you access to quality training, personalised to you, targeted at increasing your job opportunities and salary.

Our pricing

We do not display pricing as Gooroo members qualify for special discounts not available elsewhere. You must enquire through Gooroo to get this benefit.

New courses are happening all the time

Our partner's expert training consultant will provide you with the times and all the details you need. Enquire today.

Top skills covered in this course

Customer relationship management
United States
This skill has an average salary of
US$79,693
and is mentioned in
2.50%
of job ads in this area.
Analytics
United States
This skill has an average salary of
US$93,025
and is mentioned in
6.75%
of job ads in this area.