Zoho CRM: Critical Administrator Skills

Zoho CRM: Critical Administrator Skills -
Zoho CRM: Critical Administrator Skills

Zoho CRM: Critical Administrator Skills

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2 Dages kursus

CRM Solutions

Kommende datoer

 Nov 14 to Nov 15, 2017

Course Details

Whether you are a new Zoho CRM system administrator or have been managing Zoho CRM for some time, you should realize that a big part of your job is receiving and acting on requests from management or other Zoho CRM users to modify the system to meet the needs of the users and the company. The nature of Zoho CRM is such that there are usually several ways to accomplish these types of modifications, and you need to know that you are taking the right approach and really providing the support that is needed.

By completing this course, you will be able to administer Zoho CRM and enable your users to effectively execute the sales process within your organization. This will help you set up the modules and features of Zoho CRM based on your business requirements. You will also implement the security features of Zoho CRM and enable users to get the maximum benefits out of Zoho CRM by performing data administration tasks and automating sales activities. Finally, you will integrate Zoho CRM with the existing technology in your business by connecting Zoho CRM with your organization’s website and external applications.

Upon successful completion of this course, students will be able to manage a Zoho implementation in a corporate environment.

You will:

  • Get started with Zoho CRM administration
  • Customize fields in Zoho CRM
  • Customize tabs and pages to match your business needs
  • Implement security management
  • Perform data administration tasks in Zoho CRM
  • Automate activities in Zoho CRM
  • Integrate company websites with Zoho CRM
  • Integrate Zoho CRM with other Zoho applications
  • Examine integrations with third party applications

Lesson 1: Getting Started with Zoho CRM Administration

  • Topic A: Sign Up for Your Organization’s Zoho CRM Account
  • Topic B: Identify the Role of an Administrator
  • Topic C: Configure Company Level Settings

Lesson 2: Customizing Fields in Zoho CRM

  • Topic A: Create Custom Fields
  • Topic B: Manage List-Type Fields
  • Topic C: Create Formula Fields
  • Topic D: Modify Special Fields

Lesson 3: Customizing Tabs and Pages

  • Topic A: Customize Tab Views
  • Topic B: Customize Tabs
  • Topic C: Perform Page-Level Customization
  • Topic D: Create Templates

Lesson 4: Implementing Security Management

  • Topic A: Add Users
  • Topic B: Create Roles
  • Topic C: Create User Profiles
  • Topic D: Create Groups
  • Topic E: Create Territories
  • Topic F: Create Data Sharing Rules
  • Topic G: Edit Access Permissions for Fields and Custom Links

Lesson 5: Performing Zoho CRM Data Administration Tasks

  • Topic A: Migrate Data from Other CRM Applications
  • Topic B: Import Data from External Files
  • Topic C: Export Data from Zoho CRM

Lesson 6: Automating Activities in Zoho CRM

  • Topic A: Configure Workflows
  • Topic B: Create Assignment Rules
  • Topic C: Create Case Escalation Rules

Lesson 7: Integrating Your Company Website with Zoho CRM

  • Topic A: Create Web Forms
  • Topic B: Set Auto Response Rules
  • Topic C: Generate an Unsubscribe Form for Email Templates

Lesson 8: Integrating Zoho CRM with Other Zoho Applications

  • Topic A: Integrate Zoho CRM and Zoho Apps
  • Topic B: Integrate Zoho Mail Add-on with Zoho CRM
  • Topic C: Integrate Zoho Campaigns

Lesson 9: Examining Zoho CRM Integrations with Third Party Applications

  • Topic A: Examine Connections with Google Apps
  • Topic B: Examine Connections with External Applications and Social Tools

Appendix A: The Zoho CRM Mobile Edition: Licenses and Activation

This course is designed to help Zoho system administrators perform initial implementation of Zoho CRM in an organization or manage an existing Zoho CRM account of the organization. The target student for this course is often an existing Sales, Marketing, or Production support employee, an IT administrator who has been additionally assigned the task of Zoho system administration, or an external consultant who has been engaged to provide administrative support for an organization.

To ensure your success in this course, you should possess end-user skills such as creating and managing opportunities, or have basic administrative experience such as setting up or managing the core Zoho CRM modules such as Leads, Accounts, Contacts, and Potentials. You can obtain this level of skills and knowledge by taking the following Logical Operations course: