Zoho CRM – Classroom Training for Administrators

Start Time

14 NOV, 2018
9:00 AM

End Time

16 NOV, 2018
5:00 PM




The “Zoho CRM Training Course for Administrators” is an end-to-end 3-day classroom-training program that is aimed at helping a Zoho CRM Administrator set up and run their organization’s account efficiently.

This course will enable you to make the best use of Zoho CRM by letting you gain hands-on experience with various facets of the application such as customization, automation, data security, communication channels, and third-party integration, among other. You will also get the opportunity to interact with Zoho CRM product specialists and learn the best practices of CRM implementation.

What’s in store for me?
Each lesson in this course includes four main components: Concept elaboration, Demonstration, Exercises and Q&A sessions. So hop on! We wish you a pleasant 3-day journey through the exciting roads of Zoho CRM!

Course Structure
Duration: 3 days (9am – 5pm)

Day 1

  • Introduction to Zoho CRM
  • Organisation Settings
  • Data Security
  • User Management
  • Customisation – Essentials

Day 2

  • Communication Channels
  • Territory Management
  • Automation – Essentials
  • Data Administration
  • Marketplace

Day 3

  • Customisation – Advanced 
  • Automation – Advanced
  • Zia
  • Portals
  • A Day in the life of a CRM Administrator


1) What should I bring into the event?
Trainees are requested to bring their laptop and to the session as there will be hands-on exercises.

2) Does the training cost include implementation?
No, implementation of the customer’s CRM solution will not be a part of classroom training.

3) Will the training be tailored to my organization?
No, the classroom training is not exclusive to any single organisation or industry. The scenarios, demonstrations and examples shown as part of training will be generic and not tailored to any individual organisation’s preference.

4) Can I reschedule my registration?
Yes, you may reschedule a course that you have applied

Please note that you can reschedule the registered courses to a different date only as a whole, and not in parts. For example, if the trainee has registered for June 4, 5 and 6 they cannot attend the sessions on June 4 and 5, and reschedule the session on June 6 for a different date.

5) Will I be charged to reschedule my registration?
Rescheduling requests received up to two weeks prior to the start of a course will be entertained without any additional charge. Please note that rescheduling request will not be entertained to the extent that it relates to switching to a different mode of training (ex. from classroom to online) or switching to another course-category (ex. from admin to user or manager)