Course Outline

Introduction

Setting up a Zoho CRM Account

Overview of Zoho CRM Features and Architecture

Securing Data

Managing Users

Customizing Your Implementation

Communication Channels

Setting up Sales Territories

Automating Sales Processes

Administrating Data

Evaluating Marketplace

Getting to Know Zia

Understanding and Setting up Portals

Best Practices

Summary and Conclusion

Requirements

  • An understanding of Customer Relationship Management (CRM)
  • Experience with system administration
  21 Hours
 

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