Learn Zoho CRM Admin Course to manage your Leads

This 3 days Zoho CRM course aims to enable CRM Admins to set up and run their organization account efficiently. you will learn how to manage your sales and customers the right way.

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Course Outline

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Course Start Date

04/01/2025 | 09:30 to 16:30

Weekend

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Schedule

Days: 2 Days

Duration: 14 Hours

Timings: 9:30 AM - 5:30 PM

10 Anson Road, 26-08A International Plaza, Singapore 079903

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Why Choose Us

Expert Local Trainers
Hands-on Training by experts
Certificate of Achievement
Free Refresh Class within 6 Month

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Who Should Attend This Zoho CRM Training Singapore

Zoho CRM administrator training course is ideal for sales team of the companies.

ZOHO CRM

Training Professionals

Entrepreneur

Training Professionals

Student

Course Completion Requirements:

Minimum 75% attendance is required in order to complete the course and receive the course completion certificate

Zoho CRM Training Course Singapore

Zoho Admin Course Overview

Zoho CRM is a SaaS-based Customer Relationship Management (CRM) system for tracking sales, managing contacts, conducting marketing activities, and engaging customers.

In this instructor-led, live training (onsite or remote), participants will learn how to set up and manage a Zoho CRM system.

By the end of this training, participants will be able to:

Set up, configure and run their organization’s account efficiently
Manage users and automate sales processes
Customize CRM solutions and secure customer data

Format of the Course

Interactive lecture and discussion
Lots of exercises and practice
Hands-on implementation in a live-lab environment

Requirements

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

Target Audience:

System administrators

Zoho Admin CRM Course Curriculum

Organization Settings

Company details
Fiscal year
Business hours
Currencies

User Management

Users
Profiles
Role-based hierarchy
Groups
Data sharing rules

Customization

Standard Modules
Rename Tabs
Fields
Relationship fields
Stage and Probability mapping
Validation rules
List views
Related lists
Web tabs
Templates
Home Tab

Communication Channels

Email
Telephony
Social Media
Chat
In-person
SalesSignals

Territory Management

Sales territories
Forecasting
Sales performance management

Automation - I

Set up workflow rules to automate routine actions
Lead assignment rules
Lead scoring rules
Lead automation through Social media
Lead automation through email

Data Administration

Standard operations
Import
Web forms
Data de-duplication
Backup
Storage
Data Migration from third-party applications

Customization - II

Custom links
Custom buttons
Page layouts
Sub forms
Conditional layouts
Sandbox
Marketplace

Reviews of our students

Saurabh Pant

a years ago

Amazing institute especially for Python programming course. I will suggest everyone to visit Inspizone if you are looking to pursue python programming course in Singapore.

Lachu Gandhi

2021-09-07

Content of the course is appropriate. Trainer valene was very good and interactive. The place, course materials, the presentation and content of the material everything were clear and precise and she gave proper response to the queries raised. The place is well maintained too. Overall, a good experience and sure, I will recommend inspizone to my friends who are keen on upgrading themselves.

shengwei tan

2021-07-01

Stella is a great lecturer, the lesson taught are well orderly manner for each day which preps in beforehand and learning better.

Odinelza Santos

a year ago

If you are Western better to stay away. at this place all Asian group prejudices and social positioning systems play out: caste, hierarchy, subjugation of others, etc...

pamela ng

2 years ago

Excellent Lesson , Morden Technology for virtual training.

Germaine Lee

a year ago

Communication, Professionalism, Value

Jacqueline Lee

2021-09-22

Went for a accounting course, Steven was friendly and helpful

Guido Sudero

2021-09-01

The course was effective for my purpose, the Teacher was clear and professional and she covered all the various aspects in an extensive and careful way. Then, the follow up they do, sending the course material to all Students is also good. Indeed a good Excel course for a beginner.

THIRUMALA DEVI

2021-09-15

Here i attended two courses. The Teacher is more knowledgeable person. I attend here accounts and Corporate Tax Singapore courses. really ill recommend this institute.

Lachu Gandhi

2021-09-07

Content of the course is appropriate. Trainer valene was very good and interactive. The place, course materials, the presentation and content of the material everything were clear and precise and she gave proper response to the queries raised. The place is well maintained too. Overall, a good experience and sure, I will recommend inspizone to my friends who are keen on upgrading themselves.

Grace CH Ong

2021-06-11

A very useful course with laptops provided and sample datasets for our training. Training was very well-paced and clear, helpful for learning. Trainer also was happy to go around assisting when needed and managed queries well for us. Happy to have participated in a course at Inspizone 🙂

L T.

a year ago

Environment: neat and organized Pace of the class: perfect Learning tools: clear and straightforward Trainer (Bee Hoon): efficient, proactive, knowledgeable and humorous Overall: Excellent. Class ended earlier than stipulated time (despite time spent waiting for latecomers to get seated).

Annie Ong

5 months ago

Dr Suresh is a excellent lecturer, he teaches the students incorporate with his own experience in accounting. This make us "students" who has no background of accounting understand and grasp the lesson with ease. The staff at Inspizone is so attentive and reply to our query without much delay. They are professional in handling us different students with different needs during our course. Recommended Training Institute to take lesson and learn what you need!

Lucia

a year ago

I have attended their MICROSOFT OFFICE EXCEL 2016 – INTERMEDIATE & ADVANCED LEVELS training. The trainer Bee Hoon is knowledgeable, patient and made online training an enjoyable hands-on experience. I would recommend the course for anyone wanting practical training, and I hope that there will be more online classes in the future.

J Quek

2 years ago

I am so glad that I had clicked on the site of Inspizone and decided to give a try on one of their courses, Master Excel Training. And I've got more than what I expected, I have done the course many years back but the trainers were never generous with their tips but Bee Hoon, a big "WOOW" she is very generous with the tips and know-how that I had never known before and she is very patient ...gosh! Fantastic trainer!! The Training Coordinator, Sophia, she was very helpful from the moment I send in my request and questions, she patiently guided me from registration, claiming my skill future till the approval and giving me the class schedule. A big thank you and great service! The school, wow!! I never have seen a school supplying such a well-stocked and premium snacks for students/trainees, the class welfare is really great and taken care of!! Thank you! I will definitely recommend Inspizone and I will keep a lookout for other courses that they have.

Celest Tan

a year ago

I took the Videography and Editing class under trainer Adrian. He is a practitioner with many years of experience. Certainly an eye opener as i had many videos and photos but did not know how to put them together into a footage with a story. After attending this, i am able to do it. Highly recommended.

ruo liong

2 years ago

I attended the Accounting lesson . The trainer was very experienced and was bi lingual so it was easy for me to ask question.

Ringo Lee

a year ago

Helpful staff and experienced trainer!

Jie Zhang

2 months ago

comprehensive content. useful for daily work. patient trainer. it will be better if touch more advanced functions.

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