About:
This course offers fundamental and advanced configuration training for new Zoho CRM Admins. Learn how to set up processes, data security settings, and automations. Gain a deep understanding of customization & integration options to tailor Zoho CRM to your requirements.
Who it is for:
CRM admins who are responsible for the setup, configuration, and maintenance of their organization’s Zoho CRM software.
Day One
General
- Personal settings
- Company details
Sales process automation
- Leads, contacts, accounts, deals, and campaigns
- Activities (tasks, meetings, and calls)
- Calendar booking
Inventory management
- Products, quotes, invoices, and sales orders
- Purchase orders, price books, and vendors
Support
- Cases and solutions
Users and control
- Users
- Security control
- Compliance settings
- Territory management
User interface
- All mass actions (emails, field updates, changing owner, conversion)
- Macro actions
- Manage tags
- Merge duplicates
Day Two
Basic customizations
- List view
- Kanban view
- Canvas view
- Advance filters
- Business card view
- Related list customization
Advanced customization
- Modules and fields
- Templates
- Wizards
- Pipelines
- Copy customization
- Customize home page
- Translation
Day Three
Channels
- Emails
- Telephony
- Social
- Chats
- Signals
- Portals
Automation
- Workflow and actions
- Schedules
- Assignments rules
- Case escalation rules
- Scoring rules
- Marketing attribution
- Segmentation
Day Four
Process management
- Blueprint
- Approval processes
- Review processes
- CommandCenter
Data administration
- Import (module specific and data migration from other CRM)
- Export
- Data backup
- Storage
- Recycle bin
- Audit log
- Sandbox
Marketplace
- All
- Zoho
- Microsoft
Other modules
- Reports and dashboards
- Forecasts
- Feeds
Developer space
- Webforms and analytics
- Webform A/B testing
Mobile apps
- CRM mobile app
- CRM analytics app
Zoho directory
- Single sign-on (SAML)
- Security policies
- Active directory sync
- Login history
Zia
- Zia functionalities in Zoho CRM
What’s new
- Canvas builder
- Admin tools
About:
- The Zoho CRM Training Course for Developers is a four-day online training program that will enable developers to implement additional functions within Zoho CRM using the Developer Tools.
- In-house developers will learn how to use our extensive features to customize Zoho CRM for their organization.
- Freelance developers will learn how to apply their programming skills to opportunities to work with Zoho CRM users in various industries.
What’s in store?
- The course covers the development-oriented features in Zoho CRM which programmers can use to code and incorporate additional functionality into their existing CRM. The training will cover both conceptual and practical aspects.
- Each topic in this course consists of three main components: a concept explanation, a demonstration, and a Q&A session. So come learn with us! We would love to help you on your exciting CRM development journey.
Who can attend?
Our Developer training is suitable for people with experience handling HTTP requests and responses, knowledge of any general-purpose programming language (Java, Python, Javascript etc.), or knowledge of web application development
Instructions:
You need a computer with a browser installed, earphones, and a good internet connection. We suggest you take notes as these sessions are not recorded. All the resources used by the trainer will be shared at the end of the course.
Day One
Introduction
Prepare yourself to explore the options for automating tasks in the Zoho CRM Developer Space.
- Welcome to Zoho CRM
- Introduction to the Zoho CRM Developer Space
- Introduction to custom functions
- Introduction to Deluge, the language used in Zoho’s Ecosystem
- Where do you use Deluge?
Day Two
All about Zoho Deluge
Learn about the Deluge scripting language in more detail.
- Deluge editor
- Deluge syntax
- Generic built-in functions
- Calling Zoho CRM APIs using Deluge
- Connections
- Real world examples
Day Three
All about Zoho CRM APIs
Learn about the OAuth 2.0 authentication used in Zoho CRM APIs to allow other applications to access your CRM data..
- APIs overview
- Understanding CRM API concepts
- Authentication procedure explained with postman
- Understanding identifiers and scopes
- Request methods and response structure
- API classification based on CRM concepts
- Using the Zoho CRM APIs in different scenarios, explained with postman
- Best practices
- Limitations
Day Four
Client Script
Learn how data can be handled with the help of client-side JavaScript.
- Why client-side JavaScript?
- Deluge script vs. client script
- CS editor
- The ZDK library
- Deploying CS in standard modules explained with examples
- Deploying CS in Canvas explained with examples
- Trusted domains
Widgets
Learn to create widgets that allow you to embed any custom application or third-party service into Zoho CRM.
- Overview
- Types of widgets
- Internal hosting vs. external hosting
- Installing Zoho’s command line interface
- The JS SDK library
- Deploying widgets
SDKs
Learn about the importance of SDKs in Zoho CRM.
- Introduction to SDK
- Native coding vs.SDKs
- Examples
About:
This course is designed for sales representatives interested in getting hands-on training in using Zoho CRM to manage their day-to-day sales activities and maximize their performance.
Who it is for:
Sales representatives interested in practical training in using Zoho CRM to manage their day-to-day sales activities and improve their performance.
Day One
Log in to your account
- Accessing Zoho CRM
- Customizing your personal information
Sales process automation
- Leads, contacts, accounts, deals, and campaigns
Inventory management
- Products
- Quotes and invoices
- Sales orders and purchase orders
Follow-up and collaboration
- Tasks
- Meetings
- Calls
- Calendar booking
Mass actions
- Mass emails
- Macros
- Working with tags
- Mass convertion
- Transferring ownership
- Updating fields
Sales collaboration
- Collaborating with colleagues using feeds
Day Two
Sales metrics
- Default reports
- Managing reports and dashboards
Engaging with customers
- Email integration (using IMAP or POP)
- Bcc dropbox
- Signals
Customization
- Different types of views
- Advanced filters
- Templates (Email and mail merge templates)
- Home page customization
Data administration
- Import (module-specific import)
- Import history
- Recycle bin
- Audit logs
Extensions and integrations
- Google (Calendar, Contacts, and Chrome extension)
- Microsoft
Zia in CRM
- Suggestion by zia - Best time to contact
- Data enrichment by zia
- Ask zia
Zoho CRM mobile apps
About
This course is designed to provide insight into strategizing and managing the sales cycle. Learn how to forecast demand, coordinate between teams and territories, and create and run reports.
Who it is for:
Sales Managers and team leads who oversee, guide, and/or support salespeople within their department or across the organization.
Day One
Setting up your account
- Accessing Zoho CRM
- Customizing your personal information
Sales Process Automation
- Leads, contacts, accounts, deals, and campaigns
Inventory Management
- Products, quotes, invoices, and sales orders
- Purchase orders, price books, and vendors
Follow-up and Collaboration
- Tasks
- Meetings
- Calls
- Calendar booking
Mass Actions
- Macros
- Working with tags
- Mass emails
- Mass conversion
- Transferring ownership
- Deleting records
- Updating fields
Day Two
Customization
- Different types of views
- Advanced filters
- Templates (email and mail merge templates)
- Home page customization (User Specific)
Channels
- Email integration (using IMAP or POP)
- BCC dropbox
- Social communication with prospects
- Signals
Collaborations and Reports
- Reports and dashboards
- Forecasts
- Feeds
Sales Performance Management
- Motivator
Day Three
Automation
- Workflow operations
- Actions that help in automation
- Lead scoring
- Assignment rules
- Case escalation rules
Integrations
- Google (Calendar, Contacts, and Chrome extension
- Microsoft
Overview of Process Management
- Blueprint
- Review processes
- Approval processes
Data Administration
- Import (module-specific import)
- Import history
- Export
- Recycle bin
- Working with Sandbox
Zia in CRM
- Suggestion by zia - Best time to contact
- Data enrichment by zia
- System Recommendations
- Ask zia
Mobile app
- Zoho CRM Mobile
- Zoho CRM Analytics
Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.