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Optimize Your Client Relationships Thanks to Expert Advice

Zoho CRM is a sales management application intended for small- and medium-sized businesses. It helps sales teams become more productive, effective and collaborative. Suitable training is necessary, however, in order to understand all elements of the application. Easycloud offers customized training to meet your company’s unique needs. Three types of training are available:

General Training (ZH1010)

Goals

This training course is designed to offer employees a broad overview of customer relationship management with Zoho CRM. Its primary goal is to demonstrate how to use Zoho CRM effectively and proficiently, thereby leading to the long-term success of the product in your organization. It also aims to reduce the stress experienced when transitioning to new products.

Topics

  • Navigating the application
  • Synchronizing Zoho CRM and Microsoft Outlook
  • Using the dashboard
  • Adding contact information
  • Managing leads
  • Defining objectives
  • Managing campaigns
  • Creating reports
  • Managing documents
  • Managing accounts and contacts
  • Managing sales programs
  • Managing opportunities

 

Manager Training (ZH1020)

Goals

This training course is for company managers who must analyze data and create reports. It will show them how to customize Zoho CRM according to their personal needs, quickly access the information they require and monitor the company’s daily operations.

Topics

  • Currency management
  • Field customization
  • Data uploading
  • Document templates
  • Email drafting
  • Product management
  • Report management
  • Workflow customization
  • Menu and tab customization

 

Administrator Training (ZH2010)

Goals

This training is designed to help administrators give the necessary support to their company’s Zoho CRM users. You can outsource simple tasks with this tool, if used effectively, saving the company money. Moreover, modifications are made more rapidly, ensuring that daily operations run smoothly.

Topics

  • User management
  • Microsoft Outlook integration
  • Toolbar and menu personalization
  • Database maintenance
  • Synchronization
  • Viewing overall security settings