Zoho CRM for Administrators培训

课程编码

zohocrmforadmin

课程时长

21 小时 通常来说是3天,包括中间休息。

要求

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

课程概览

Zoho CRM是一个基于SaaS的客户关系Management (CRM)系统,用于跟踪销售,管理联系人,开展营销活动和吸引客户。

在这个由讲师指导的现场培训(现场或远程)中,参与者将学习如何设置和管理Zoho CRM系统。

在培训结束时,参与者将能够:

  • 有效地设置,配置和运行其组织的帐户
  • 管理用户并自动化销售流程
  • 自定义CRM解决方案并保护客户数据

听众

  • 系统管理员

课程格式

  • 互动讲座和讨论
  • 大量的练习和练习
  • 在实时实验室环境中亲自实施

课程自定义选项

  • 要申请本课程的定制培训,请联系我们安排。

Machine Translated

课程大纲

Introduction

Setting up a Zoho CRM Account

Overview of Zoho CRM Features and Architecture

Securing Data

Managing Users

Customizing Your Implementation

Communication Channels

Setting up Sales Territories

Automating Sales Processes

Administrating Data

Evaluating Marketplace

Getting to Know Zia

Understanding and Setting up Portals

Best Practices

Summary and Conclusion

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