Zoho CRM Training Course
Whether you’re implementing the Zoho CRM for the first time—or if your users have never been trained on your existing CRM—we’re here to help you get your users up and running on the system. A single training session is enough to get things off the ground. But if you really want to soar, you’ll want to choose one of our more in-depth training sessions which are all hand-tailored to fit your needs.
The Zoho CRM training course can be done in one day or over the course of several weeks or months, depending on the pace that fits your team.
Basic Training
Designed for New Users
Basic training is designed to help new users get comfortable with your 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 often benefit from this class as a type of refresher course. Refreshing their memories on the proper usage of the system. Teaching them shortcuts and pointing out efficiencies.
By the end of this class, your users will walk away with all the necessary knowledge to start utilizing the CRM for all its basic operations and more.
Basic 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
Basic Training Costs
This 3 hour training session costs:
- $599 for remote/online training
- $679 for onsite in the Portland OR area
*onsite training outside of Portland OR is available for an additional fee/travel expense
Advanced Training
Next Level of Functionality
Going beyond the basics – advanced training focuses on the next level of the Zoho CRM’s core functionality.
This training class is designed to build on your existing knowledge and take advantage of the higher-level utilities. The functions learned in this class changes your CRM from just being a digital-Rolodex to being a serious tool for sales and organization.
Advanced Training Curriculum
- Templates and mail merge
- Advanced lookups
- Automated groups
- Saving custom views
- Mass changes/clean-up
- Handling duplicates
- Running reports
Advanced Training Costs
This 3 hour training session costs:
- $599 for remote/online training
- $679 for onsite in the Portland OR area
*onsite training outside of Portland OR is available for an additional fee/travel expense
Marketing Training
Turn Your CRM into a Marketing Machine
Marketing is where your return on investment can really shine. You can turn your Zoho CRM into a marketing machine. The CRMs we support offer complete marketing automation. You can enter a contact record and the system will automatically enroll them into the right marketing campaign. No more exporting your contacts into another system – it’s all built right in. And we’ll teach you how to use it.
Marketing Training Curriculum
- Initial setup
- Customizing templates
- Targeting customers
- Sending your first campaign
- Setting up automated campaigns
- Viewing the results
Marketing Training Costs
This 3 hour training session costs:
- $599 for remote/online training
- $679 for onsite in the Portland OR area
*onsite training outside of Portland OR is available for an additional fee/travel expense
Administrator Training
Managing and Customization
Administrative training is great for customers who like to be more Hands-On with their own CRM. Your administrator will learn how to manage your users, support their technical needs, and even how to customize the system. Having an in-house administrator can be very useful.
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
Administrator Training Costs
This 4 hour training course costs:
- $995 for remote/online training
- $1075 for onsite in the Portland OR area
*onsite training outside of Portland OR is available for an additional fee/travel expense