Zoho Training + Act! CRM Training
Are you implementing a new CRM? Or have you already implemented a CRM but are finding it difficult to get your team accustomed to using it? In both cases, training is often the key to success. Even the most straightforward CRM can feel confusing if users haven’t been trained properly. We specialize in Zoho training and Act! training to help business owners and their teams get the most value and ROI from their CRMs.
CRMs often have busy dashboards with a lot of buttons. Here at CRM Pro Partners, we help demystify the screen and make your users feel comfortable and most important, confident. One training session can help increase productivity within the CRM by up to 200%. This cuts back on the frustration that leads to poor data input and low user adoption.
CRM Pro Partners offers a few types of training that cover basic and advanced lessons, as well as training specific to marketing and special administrator’s training. Whatever your needs are we can custom tailor a training solution to fit.
Available Courses
Zoho Training
Designed for New Users
Zoho training is designed to help new users get comfortable with the Zoho CRM. We take you through a brief tour of the program then focus in on the day to day tasks that make your CRM work.
Seasoned users can benefit from this class as a type of refresher course to ensure they’re leveraging Zoho efficiently, especially with the use of shortcuts.
By the end of this class, your users will walk away with all the necessary knowledge to start utilizing the Zoho CRM for all its basic operations and more.
Zoho Training Curriculum
- Tour of the screen
- Finding contacts by name
- Finding the data you’re looking for
- Contact creation
- Leaving notes and histories
- Creating lookups and views
- Setting reminders and follow-ups
- Using the calendar
- Writing letters
- Printing labels
- Managing groups
Act! Training
Designed for New Users
Act! training is designed to help new users get comfortable with the Act! CRM. We take you through a brief tour of the program then focus in on the day to day tasks that make your CRM work.
Seasoned users can benefit from this class as a type of refresher course to ensure they’re leveraging Act! efficiently, especially with the use of shortcuts.
By the end of this class, your users will walk away with all the necessary knowledge to start utilizing the Act! CRM for all its basic operations and more.
Act! Training Curriculum
- Tour of the screen
- Finding contacts by name
- Finding the data you’re looking for
- Contact creation
- Leaving notes and histories
- Creating lookups and views
- Setting reminders and follow-ups
- Using the calendar
- Writing letters
- Printing labels
- Managing groups
Remote Training
Turn Your CRM into a Marketing Machine
Train your marketing or sales team to be familiar with the marketing capabilities of your CRM. Our remote training options include detailed instructions on how to keep your name in front of your customers. During the 3 sessions we’ll design a campaign, send it out, and then interpret the results.
Administrator training is great for customers who like to be more hands-on with their own CRM. In this training, you’ll learn how to manage the users on your team, support their technical needs, and even how to customize your CRM to fit your business needs.
Marketing Training Curriculum
- Initial setup
- Customizing templates
- Targeting customers
- Sending your first campaign
- Setting up automated campaigns
- Viewing the results
Administrator Training Curriculum
- Managing users and roles
- Managing security and privacy
- Customizing user screens
- Standardizing what users see
- Modifying drop downs
- Customizing the system
- Handling support questions