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Gloo now offers Instructor-Led Online Training for Zoho CRM. This is a very economical and convenient method to obtain the tools and know-how you and your team require to get the most out of your Zoho application. Join us from the comfort of your own office in front of your own computer or bring your team together to your boardroom with a projector. Gloo's instructor-led online training employs Zoho applications such as Zoho Creator, Zoho Invoice, Zoho Meeting, Zoho Show and of course, Zoho CRM.
Zoho CRM End-user TrainingZoho CRM Core Training Audience: Anyone who will be using Zoho CRM such as marketing, sales reps, customer service reps, management and even administrators if they want to understand how their users will interact with the system. Benefits: You will walk away from this training with a solid foundation in how to use and extract business value from the core Zoho CRM modules of campaigns, leads, accounts, contacts, potentials, cases, tasks, events, calls and notes. This course does not cover products, price books, quotes, sales orders, invoices, purchase orders, vendors. It also does not provide extensive administrative training on how to set-up and configure your system although it does introduce the basics. Cost: You receive 6 hours of training chock-full of content for a very affordable price of $300. Course Description: Here's how this training bundle offered as 3 x 2-hour sessions breaks-down into our intensive training course for you and your team: Session 1 The Foundation: Session 1 lays the foundation starting with your people and processes, defining key metrics for your business and mapping all that to Zoho CRM core modules. Key Topics include your team, your processes, metrics and key performance indicators, navigation, campaigns, leads, accounts, contacts, potentials, cases. Session 2 Communications: Session 2 fills in the details with activities, notes, and emails. Key Topics include activities (tasks, events, calls), notes and emails as well as set-up and configuration basics. Session 3 The Value: Session 3 brings us full-circle by helping you generate the business intelligence you need to help you and your team make better business decisions. Key topics include pulse, list views, reports, dashboards, home page, data export and a quick course review.
Zoho CRM Data MigrationData Migration to Zoho CRM 1. Types of data you can migrate to Zoho CRM from your existing environment: Metadata: pick lists, users, data: Leads, Contacts, Accounts, Potentials, Notes, History, Attachments, Rules/Workflows/Related Data & Emails to Zoho Mail 2. Data sources: You can use spreadsheets, emails, attachments and templates to import data from sources like MS Word, MS Excel, Open Office, Google Docs, Zoho Docs and CSV files. 3. Migrating the data: You will learn how to map the data from your existing system to Zoho CRM, prepare the data according to that mapping with compliance to Zoho CRM, import the data and then test the migration.
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