Zoho CRM training

Zoho CRM Training

Zoho CRM training for every level

Over the years it has become clear to us that often when customers come to us asking for software, what they usually need is both the software and the skillset to use it well.  Our Zoho CRM training aligns these two aspects: software and skillset. Because the Zoho CRM skills needed at each level of a business, we offer three training paths: executive, manager, and sales rep.  Each path is tailored to that individuals specific needs. Our experienced instructors provide hands-on teaching that ensures you have the practical skills needed to successfully drive your CRM.

What path is right for you?

The way will need to use Zoho CRM will depend on your role in the sales process. Each of our three training paths has a slightly different focus. Refer to the table to see what each Zoho CRM training path covers.

  • Executives
  • Managers
  • Sales Rep
ExecutivesManagersSales Rep
Strategic CRM
Tactical CRM
Operational CRM
Zoho and your business
Building a CRM vision
Developing a CRM stratergy
Sucessful CRM implementation
Measuring profitability
CRM database management
CRM automation and AI
Zoho CRM portals
Using the Zoho ecosystem
Zoho CRM sales pipelines
Day-to-day Zoho CRM
Zoho CRM modules
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CRM that activates your business plan

Our Zoho CRM Training for Executives will teach you how to execute your business plan with create multiple sales processes.  We show you how to use Zoho CRM to build these custom processes and then how to free up your sales teams with automation.  By implementing specific workflow rules, these processes are guaranteed to run the way you intend them to. 

Measure your company's performance

We teach you how to maintain a bird’s eye view on your company’s performance.  While the reports that Zoho CRM are detailed and comprehensive, it still takes skill to be able to convert the data into actionable insights. We teach executives how.

Dashboards for executives

We show executives how to build custom dashboards to get the daily information they need to keep their finger on the pulse.  With a real-time picture of their sales pipeline, executives can resolve bottlenecks as they happen.

Manage sales team performance

Our Zoho CRM Training for Managers teaches team leaders how to use Zoho CRM to get the most out of their salespeople.  Managers can get a real-time picture of how each sales person is doing.  This allows them to step in to support any individual sales rep when they are struggling or reward salespeople that are going above and beyond.

Dig deeper into the data

We can teach managers how to drill deeper into their Zoho CRM reports to understand the stories behind the numbers.  The analytical power of Zoho CRM is great, but it requires a skilled handler to uncover the insights that are at your fingertips.

On-the-go CRM for
sales reps

Our Zoho CRM Training teaches sales reps the ins and outs of using Zoho CRM on a day-to-day basis. At the center of this is the Zoho CRM mobile app which helps salespeople stay on top of their accounts wherever they go.  We teach sales reps how to use Zoho CRM to make the right decisions to help them get the most out of their work day.

360° customer visibility

Our training shows sales reps how to keep birds eye view on their entire customer portfolio.  From a single location salespeople can see customer activity, deal status, next actions and much more.  This makes decisions easier and sales more efficient.

Training in your city

We regularly provided training sessions in Auckland, Wellington, Sydney, and Melbourne.  Due to COVID-19 these are currently on hold. 

We are still offering online demonstrations of Zoho to anyone interested, so please just contact us, we can work around your schedule.

zoho-crm-training-auckland

Auckland

8 Commerce St,  Auckland 1010, New Zealand

 

zoho-crm-training-wellington

Wellington

8 Commerce St,  Auckland 1010, New Zealand

 

zoho-crm-training-sydney

Sydney

20-40 Meagher St, Chippendale,  NSW 2008, Australia

 

zoho-crm-training-melbourne

Melbourne

17-31 Queen St, Melbourne 3000, Australia

 

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Contact us for more information about training